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Nasdaq - Delayed Quote USD

Empower Lifetime 2030 Instl (MXAYX)

10.53
+0.03
+(0.29%)
As of 8:06:42 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.10%
5y Average Return 8.51%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2025) 20.52%
Worst 1Y Total Return (Apr 25, 2025) --
Best 3Y Total Return 20.52%
Worst 3Y Total Return 1.78%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MXAYX
Category
YTD
0.48%
7.97%
1-Month
-2.04%
0.98%
3-Month
0.48%
5.18%
1-Year
4.57%
25.53%
3-Year
3.78%
11.28%
5-Year
9.78%
10.98%
10-Year
0.00%
8.54%
Last Bull Market
10.44%
17.21%
Last Bear Market
-10.98%
-15.52%

Annual Total Return (%) History

Year
MXAYX
Category
2025
--
--
2024
8.54%
--
2023
13.34%
--
2022
-14.29%
--
2021
12.00%
--
2020
12.99%
12.99%
2019
20.52%
20.07%
2018
-6.41%
-6.25%

2017
16.60%
16.57%
2016
--
7.33%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.48% -- -- --
2024 4.29% 0.65% 5.86% -2.33%
2023 4.59% 2.75% -3.12% 8.86%
2022 -5.22% -10.98% -5.42% 7.41%
2021 3.51% 4.73% -0.78% 4.13%
2020 -15.90% 14.75% 5.13% 11.36%
2019 9.85% 3.27% 0.72% 5.49%
2018 -0.34% 0.79% 2.88% -9.44%
2017 4.90% 3.43% 3.48% 3.85%
2016 3.88% 1.03% -- --

Rank in Category (By Total Return)

YTD 65
1-Month 36
3-Month 65
1-Year 90
3-Year 64
5-Year 49

Load Adjusted Returns

1-Year 4.57%
3-Year 3.78%
5-Year 9.78%
10-Year --

Performance & Risk

YTD Return -0.10%
5y Average Return 8.51%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Target-Date 2030
Fund Family Empower Funds
Net Assets 810.2M
YTD Return 0.48%
Yield 3.02%
Morningstar Rating
Inception Date Apr 28, 2016

Fund Summary

The fund seeks to achieve its objective by investing in a professionally selected mix of underlying funds that is tailored for investors planning to retire in (or otherwise begin using the invested funds on), or close to, 2030 (which is assumed to be at age 65). It is designed for investors who plan to withdraw the value of their account in the fund gradually after retirement. While the fund is non-diversified, it invests in diversified underlying holdings.

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