MXMCX
Empower Ariel MidCap Value-Inv
$8.57
-0.01 (-0.12%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Value |
|---|---|
| Market Cap | 110.048M |
| 52 Week High | 10.06 |
| 52 Week Low | 7.201 |
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Key Data
| Symbol | MXMCX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Value |
| Price | 8.57 |
| Price Yesterday | 8.58 |
| Market Cap | 110.05 |
| YTD Return | -2.83% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0105 |
Overview
| 52 Week High | 10.06 |
|---|---|
| 52 Week Low | 7.20 |
| Market Cap | 110.05M |
| Shares Outstanding | 12.84M |
| Income Dividend Yield | 2.35% |
| Long Term Dividend Yield | 0.98% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.33% |
Returns Annualized
| One Day | -25.49% |
|---|---|
| Five Days | 51.25% |
| One Months | -14.86% |
| Three Months | -22.01% |
| Six Months | -0.71% |
| Nine Months | 13.88% |
| One Year | -10.78% |
| Three Years | -4.83% |
| Five Years | 3.73% |
| Ten Years | 4.46% |
| YTD | -5.43% |
| Since Inception | 9.12% |
Returns Total
| One Day | -0.12% |
|---|---|
| Five Days | 0.82% |
| One Month | -1.27% |
| Three Months | -5.93% |
| Six Months | -0.35% |
| Nine Months | 10.11% |
| One Year | -10.77% |
| Three Years | -13.74% |
| Five Years | 20.03% |
| Ten Years | 54.53% |
| YTD | -2.83% |
| Since Inception | 1323.59% |
Yearly Returns
| 2024 | -2.83% |
|---|---|
| 2023 | -2.03% |
| 2022 | -12.94% |
| 2021 | 26.14% |
| 2020 | 9.07% |
| 2019 | 24.33% |
| 2018 | -14.41% |
| 2017 | 15.01% |
| 2016 | 13.05% |
| 2015 | -6.10% |
Risk against SP-DA
| Alpha | -40.78% |
|---|---|
| Beta | 1.06 |
| Correlation | 56.00% |
| Downside Deviation | 7.56% |
| Coefficient of determination | 31.36% |
| Standard Deviation | 6.06% |
| Sharpe Ratio | -1.88 |
| Sortino | -5.23 |
| Treynor | -15.31 |
| Ulcer Index | 15.28 |
| Ulcer Performance Index | -2.58 |