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Empower Short Duration Bond Fund - Investor Class: (MF: MXSDX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$10.47 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.23 | 36 |
| 3 months | 1.74 | 32 |
| 6 months | 2.48 | 31 |
| 1 Year | 6.26 | 68 |
| 3 Year | 3.78 | 42 |
| 5 Year | 2.36 | 42 |
| 10 Year | 2.12 | 59 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 5.24 |
| 5 Year | 2.81 |
| 10 Year | 2.06 |
| Since Inception | 2.38 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.55 | NA | NA | NA |
| 2024 | 0.58 | 0.96 | 2.96 | -0.31 |
| 2023 | 1.62 | 0.16 | 0.92 | 2.85 |
| 2022 | -2.68 | -2.05 | -1.04 | 1.51 |
| 2021 | -0.10 | 0.47 | 0.12 | -0.51 |
| 2020 | -2.46 | 5.43 | 0.70 | 1.04 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.23 | 4.23 | 5.66 | -4.24 | -0.02 | 4.63 | 5.40 | 0.72 | 1.86 | 1.38 | 0.50 |
| % Total Return Rel to Index | -0.94 | 2.97 | 0.14 | 8.77 | 1.51 | -2.86 | -3.32 | 0.70 | -1.68 | -1.27 | -0.06 |
| % Total Return Rel to Peer | 0.38 | -0.15 | -1.50 | 5.90 | -0.08 | -2.39 | -2.85 | 1.63 | -1.73 | -2.13 | 1.49 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 4.00 | 2.00 | 4.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.45 | 0.23 | 0.15 | 0.11 | 0.19 | 0.21 | 0.19 | 0.12 | 0.12 | 0.12 |
| % Yield | 0.00 | 4.19 | 4.18 | 1.43 | 0.99 | 1.73 | 1.95 | 1.79 | 1.10 | 1.12 | 1.13 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
| Expense Ratio | 0.00 | 0.59 | 0.60 | 0.60 | 0.60 | 0.60 | 0.60 | 0.60 | 0.60 | 0.60 | 0.60 |
* 1 = Top 20%, 5 = Bottom 20%