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Nasdaq - Delayed Quote USD

Empower Short Duration Bond Instl (MXXJX)

9.70
+0.02
+(0.21%)
At close: 6:06:42 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 5.98%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 1

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

Risk Statistics

3 Years 5 Years 10 Years
MXXJXCategory AverageMXXJXCategory AverageMXXJXCategory Average
Alpha 0.15 0.01 1.37 0.01 0.61 0
BETA 0.29 0 0.32 0 0.31 0
Mean Annual Return 0.3 0 0.26 0 0.2 0
R-squared 83.75 0.32 63 0.35 47.65 0.35
Standard Deviation 2.5 0.03 2.62 0.02 2.32 0.02
Sharpe Ratio -0.38 0.01 0.16 0.01 0.22 0.01
Treynor Ratio -3.41 0.06 1.22 0.04 1.52 0.06

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