Nasdaq - Delayed Quote USD
Empower Lifetime 2040 Svc (MXBEX)
10.73
+0.03
+(0.28%)
At close: 8:06:42 AM EDT
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, 2040 (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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 23.63% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -0.93% |
| 5y Average Return | 10.27% |
| Rank in Category (ytd) | 45 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MXBEX | Category Average | MXBEX | Category Average | MXBEX | Category Average | |
| Alpha | 0.59 | -0.01 | 1.69 | -0.01 | -- | -0.01 |
| BETA | 1.17 | 0.01 | 1.22 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.43 | 0.01 | 1.02 | 0.01 | -- | 0.01 |
| R-squared | 97.79 | 0.98 | 97.89 | 0.98 | -- | 0.97 |
| Standard Deviation | 14.86 | 0.15 | 14.26 | 0.13 | -- | 0.12 |
| Sharpe Ratio | 0.04 | 0.01 | 0.66 | 0.01 | -- | 0.01 |
| Treynor Ratio | -0.38 | 0.09 | 7.4 | 0.09 | -- | 0.07 |
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