MXLSX
Empower Small Cap Value Fund Investor Class
Mutual fund
$45.87+0.39 (+0.86%)Close Oct 2, 2026
Nov 1, 1994 – Oct 2, 2026, Dividends reinvested
- Final balance
- $98,978
- CAGR
- +7.45%
- Max drawdown
- −60.31%
- Sharpe ratio
- 0.45
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.12%
- 3M
- −4.18%
- 6M
- +10.13%
- YTD
- +15.19%
- 1Y
- +16.39%
- 3Y
- +13.87%
- 5Y
- +7.32%
- 10Y
- +9.06%
- 15Y
- +11.03%
- 20Y
- +7.17%
- 25Y
- +7.18%
- 30Y
- +6.44%
- Since 1994
- +7.45%
Metrics
Since 1994| Volatility | 20.61% |
|---|---|
| Sortino ratio | 0.63 |
| Calmar ratio | 0.12 |
| Best year, 2013 | +34.39% |
| Worst year, 2008 | −33.28% |
| Positive years | 21 of 31 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 1994| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −60.3% | Jul 2007 | Mar 2009 | Jan 2013 | 5.5 years |
| −43.5% | Aug 2018 | Mar 2020 | Dec 2020 | 2.3 years |
| −37.5% | Oct 1997 | Oct 1998 | Dec 2001 | 4.1 years |
| −33.4% | May 2002 | Oct 2002 | Dec 2003 | 1.5 years |
| −25.3% | Nov 2024 | Apr 2025 | Jan 2026 | 1.1 years |
Annual returns
1994 from Nov 1 · 2026 through Oct 2