Nasdaq - Delayed Quote USD

Empower Aggressive Profile Inv (MXAPX)

5.97
+0.05
+(0.84%)
At close: June 6 at 8:01:41 PM EDT

Fund Summary

The fund usually invests in underlying equity funds according to the following asset allocation ranges: 10% to 40% of assets in international funds, 0%-15% of assets in emerging markets funds, 5% to 35% of assets in small cap funds, 10% to 40% of assets in mid cap funds, 25% to 45% of assets in large cap funds, 0-10% of assets in real estate, and 0% to 10% in bond fund and 0% to 10% in short term bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 29.07%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 8

Performance & Risk

YTD Return 5.34%
5y Average Return 10.87%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.32
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
MXAPXCategory AverageMXAPXCategory AverageMXAPXCategory Average
Alpha 1.51 -- 3.19 -- 0.34 --
BETA 1.32 -- 1.36 -- 1.48 --
Mean Annual Return 0.84 -- 1.06 -- 0.77 --
R-squared 93.75 -- 94.31 -- 94.33 --
Standard Deviation 16.48 -- 15.59 -- 15.41 --
Sharpe Ratio 0.33 -- 0.63 -- 0.47 --
Treynor Ratio 3.28 -- 6.82 -- 4.26 --

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