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Empower Short Duration Bond Fund - Investor Class: (MF: MXSDX)
(NASDAQ Mutual Funds) As of Jan 13, 2026 06:12 PM ET
$10.50 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.21 | 79 |
| 3 months | 1.02 | 55 |
| 6 months | 2.22 | 87 |
| 1 Year | 5.21 | 79 |
| 3 Year | 5.04 | 81 |
| 5 Year | 2.10 | 43 |
| 10 Year | 2.44 | 69 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 5.21 |
| 5 Year | 2.09 |
| 10 Year | 2.44 |
| Since Inception | 2.49 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.55 | 1.34 | 1.19 | 1.02 |
| 2024 | 0.58 | 0.96 | 2.96 | -0.31 |
| 2023 | 1.62 | 0.16 | 0.92 | 2.85 |
| 2022 | -2.68 | -2.05 | -1.04 | 1.51 |
| 2021 | -0.10 | 0.47 | 0.12 | -0.51 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.21 | 4.23 | 5.66 | -4.24 | -0.02 | 4.63 | 5.40 | 0.72 | 1.86 | 1.38 |
| % Total Return Rel to Index | -2.17 | 2.97 | 0.14 | 8.77 | 1.51 | -2.86 | -3.32 | 0.70 | -1.68 | -1.27 |
| % Total Return Rel to Peer | -1.44 | -0.15 | -1.50 | 5.90 | -0.08 | -2.39 | -2.85 | 1.63 | -1.73 | -2.13 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 4.00 | 2.00 | 4.00 | 5.00 |
| % Dividends | 0.32 | 0.45 | 0.23 | 0.15 | 0.11 | 0.19 | 0.21 | 0.19 | 0.12 | 0.12 |
| % Yield | 2.92 | 4.20 | 4.33 | 1.43 | 0.99 | 1.73 | 1.95 | 1.79 | 1.10 | 1.12 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.59 | 0.59 | 0.60 | 0.60 | 0.60 | 0.60 | 0.60 | 0.60 | 0.60 | 0.60 |
* 1 = Top 20%, 5 = Bottom 20%