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Nasdaq - Delayed Quote USD

Empower Short Duration Bond Instl (MXXJX)

9.70
0.00
(0.00%)
At close: 6:24:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.11%
5y Average Return 2.72%
Number of Years Up 8
Number of Years Down 1
Best 1Y Total Return (Apr 25, 2025) 5.98%
Worst 1Y Total Return (Apr 25, 2025) --
Best 3Y Total Return 5.98%
Worst 3Y Total Return 0.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MXXJX
Category
YTD
1.69%
0.44%
1-Month
0.42%
0.02%
3-Month
1.69%
0.56%
1-Year
5.64%
2.65%
3-Year
3.64%
3.38%
5-Year
3.18%
2.40%
10-Year
2.45%
2.01%
Last Bull Market
4.08%
2.63%
Last Bear Market
-1.92%
-0.33%

Annual Total Return (%) History

Year
MXXJX
Category
2025
--
--
2024
4.65%
--
2023
5.98%
--
2022
-3.95%
--
2021
0.34%
--
2020
4.99%
3.81%
2019
5.83%
4.72%
2018
0.94%
0.92%

2017
2.38%
1.73%
2016
2.02%
2.08%
2015
--
0.19%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.69% -- -- --
2024 0.73% 1.04% 3.09% -0.27%
2023 1.72% 0.28% 1.01% 2.86%
2022 -2.68% -1.92% -0.89% 1.53%
2021 -0.02% 0.62% 0.22% -0.48%
2020 -2.43% 5.51% 0.85% 1.13%
2019 2.32% 1.59% 1.07% 0.73%
2018 -0.45% 0.47% 0.80% 0.12%
2017 0.82% 0.78% 0.72% 0.04%
2016 0.90% 1.25% 0.56% -0.70%

2015 0.13% -0.17% -- --

Rank in Category (By Total Return)

YTD 48
1-Month 13
3-Month 48
1-Year 69
3-Year 34
5-Year 27

Load Adjusted Returns

1-Year 5.64%
3-Year 3.64%
5-Year 3.18%
10-Year 2.45%

Performance & Risk

YTD Return 2.11%
5y Average Return 2.72%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.29
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Empower Funds
Net Assets 550.42M
YTD Return 1.69%
Yield 5.11%
Morningstar Rating
Inception Date Aug 01, 1995

Fund Summary

The fund will, under normal circumstances, invest at least 80% of its net assets in investment grade bonds. It will maintain an actively managed portfolio of bonds selected from several categories, including corporate bonds; securitized assets, including asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities and collateralized mortgage obligations; U.S. Treasuries and agency securities; structured credit; commercial paper; and foreign government securities.

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