Nasdaq - Delayed Quote USD

Empower Real Estate Index Inv (MXREX)

11.14 +0.01 (+0.09%)
At close: 8:00 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of the companies included in the benchmark index. The fund uses the replication method of indexing, meaning the fund seeks to own the securities contained in the benchmark index in as close as possible a proportion of the fund as each stock’s weight in the benchmark index. It is non-diversified.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 44.31%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return -7.25%
5y Average Return 1.04%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MXREXCategory AverageMXREXCategory AverageMXREXCategory Average
Alpha -3.77 -0.01 -7.75 -0.05 -2.03 0.02
BETA 1.17 0.01 1.04 0.01 0.92 0.01
Mean Annual Return 0.43 0.01 0.39 0.01 0.56 0.01
R-squared 79.28 0.66 74.44 0.55 55.13 0.47
Standard Deviation 21.63 0.2 21.38 0.17 18.27 0.16
Sharpe Ratio 0.1 0.01 0.12 0 0.29 0.01
Treynor Ratio 0 0.12 0.17 0.07 4.04 0.11

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