MXMSX
Empower SmallCap Growth-Inst
$11.14
-0.10 (-0.89%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 132.66M |
| 52 Week High | 11.5 |
| 52 Week Low | 8.66 |
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Key Data
| Symbol | MXMSX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 11.14 |
| Price Yesterday | 11.24 |
| Market Cap | 132.66 |
| YTD Return | 5.00% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0084 |
Overview
| 52 Week High | 11.50 |
|---|---|
| 52 Week Low | 8.66 |
| Market Cap | 132.66M |
| Shares Outstanding | 11.91M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.02% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.02% |
Returns Annualized
| One Day | -89.50% |
|---|---|
| Five Days | -12.69% |
| One Months | 14.64% |
| Three Months | -4.95% |
| Six Months | 14.56% |
| Nine Months | 25.93% |
| One Year | 10.89% |
| Three Years | -2.87% |
| Five Years | 8.24% |
| Ten Years | -999 |
| YTD | 9.92% |
| Since Inception | 9.05% |
Returns Total
| One Day | -0.89% |
|---|---|
| Five Days | -0.27% |
| One Month | 1.09% |
| Three Months | -1.24% |
| Six Months | 6.91% |
| Nine Months | 18.64% |
| One Year | 10.88% |
| Three Years | -8.34% |
| Five Years | 48.41% |
| Ten Years | -999 |
| YTD | 5.00% |
| Since Inception | 114.11% |
Yearly Returns
| 2024 | 5.00% |
|---|---|
| 2023 | 16.11% |
| 2022 | -34.90% |
| 2021 | 29.01% |
| 2020 | 37.51% |
| 2019 | 27.70% |
| 2018 | -2.72% |
| 2017 | 21.92% |
| 2016 | 7.16% |
| 2015 | -6.30% |
Risk against SP-DA
| Alpha | -22.89% |
|---|---|
| Beta | 1.22 |
| Correlation | 80.35% |
| Downside Deviation | 4.58% |
| Coefficient of determination | 64.55% |
| Standard Deviation | 4.87% |
| Sharpe Ratio | -1.06 |
| Sortino | -3.9 |
| Treynor | 4.53 |
| Ulcer Index | 6.93 |
| Ulcer Performance Index | -2.57 |