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Empower Large Cap Growth Fund - Investor Class: (MF: MXLGX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$10.64 USD
-0.04 (-0.38%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 19.84 | 13 |
| 3 months | 5.46 | 16 |
| 6 months | 19.84 | 13 |
| 1 Year | 32.33 | 12 |
| 3 Year | 10.35 | 8 |
| 5 Year | 18.26 | 3 |
| 10 Year | 15.79 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 32.33 |
| 5 Year | 18.25 |
| 10 Year | 15.79 |
| Since Inception | 13.10 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.63 | 5.46 | NA | NA |
| 2023 | 8.76 | 11.13 | -2.30 | 13.02 |
| 2022 | -9.19 | -18.13 | -2.20 | 5.69 |
| 2021 | 1.76 | 9.05 | 0.24 | 9.04 |
| 2020 | -14.12 | 30.12 | 13.94 | 10.67 |
| 2019 | 16.78 | 5.98 | 0.78 | 9.18 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 19.84 | 33.47 | -23.15 | 21.31 | 40.93 | 36.20 | -0.52 | 30.83 | 0.96 | 6.44 | 12.28 |
| % Total Return Rel to Index | 4.54 | 7.22 | -4.95 | -7.36 | 22.52 | 4.71 | 3.87 | 9.03 | -10.97 | 5.05 | -1.35 |
| % Total Return Rel to Peer | 9.18 | 10.47 | -3.45 | -0.74 | 21.01 | 7.78 | 6.33 | 10.15 | -6.85 | 8.04 | 4.08 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.01 | 0.02 | 0.10 | 0.26 | 0.01 | 0.02 | 0.07 | 0.01 | 0.02 | 0.06 |
| % Yield | 0.00 | 0.08 | 0.36 | 0.79 | 1.97 | 0.15 | 0.27 | 0.64 | 0.14 | 0.19 | 0.65 |
| Capital Gains ($) | 0.00 | 0.26 | 0.61 | 2.35 | 2.85 | 1.68 | 2.08 | 0.63 | 0.43 | 1.07 | 0.23 |
| Expense Ratio | 0.00 | 0.98 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%