MXEQX
Empower LargeCap Value-Inv
$29.46
0.00 (0.00%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap Value |
---|---|
Market Cap | 1626.743M |
52 Week High | 30.81 |
52 Week Low | 24.193 |
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Key Data
Symbol | MXEQX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 29.46 |
Price Yesterday | 29.46 |
Market Cap | 1,626.74 |
YTD Return | 6.01% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0096 |
Overview
52 Week High | 30.81 |
---|---|
52 Week Low | 24.19 |
Market Cap | 1,626.74M |
Shares Outstanding | 55.22M |
Income Dividend Yield | 0.03% |
Long Term Dividend Yield | 2.02% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.04% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -70.91% |
One Months | -11.65% |
Three Months | 33.48% |
Six Months | 35.95% |
Nine Months | 16.32% |
One Year | 15.88% |
Three Years | 7.82% |
Five Years | 10.74% |
Ten Years | 8.89% |
YTD | 21.69% |
Since Inception | 9.20% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -2.42% |
One Month | -1.07% |
Three Months | 7.48% |
Six Months | 16.44% |
Nine Months | 12.06% |
One Year | 15.87% |
Three Years | 25.32% |
Five Years | 66.29% |
Ten Years | 133.92% |
YTD | 6.01% |
Since Inception | 1,228.82% |
Yearly Returns
2024 | 6.01% |
---|---|
2023 | 12.28% |
2022 | -3.53% |
2021 | 25.97% |
2020 | 3.71% |
2019 | 26.52% |
2018 | -9.51% |
2017 | 16.22% |
2016 | 18.74% |
2015 | -6.88% |
Risk against SP-DA
Alpha | -4.09% |
---|---|
Beta | 0.85 |
Correlation | 90.90% |
Downside Deviation | 2.70% |
Coefficient of determination | 82.63% |
Standard Deviation | 3.18% |
Sharpe Ratio | -0.6 |
Sortino | -2.46 |
Treynor | 12.34 |
Ulcer Index | 3.27 |
Ulcer Performance Index | -2.03 |