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Nasdaq - Delayed Quote USD

Empower Lifetime 2040 Instl (MXBGX)

10.66
+0.03
+(0.28%)
At close: 6:06:41 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.75%
5y Average Return 10.78%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2025) 24.18%
Worst 1Y Total Return (Apr 25, 2025) --
Best 3Y Total Return 24.18%
Worst 3Y Total Return 2.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MXBGX
Category
YTD
0.00%
10.80%
1-Month
-2.64%
1.06%
3-Month
0.00%
6.14%
1-Year
4.36%
33.59%
3-Year
4.63%
12.99%
5-Year
12.30%
12.87%
10-Year
0.00%
9.72%
Last Bull Market
12.17%
19.05%
Last Bear Market
-12.97%
-17.54%

Annual Total Return (%) History

Year
MXBGX
Category
2025
--
--
2024
10.51%
--
2023
16.10%
--
2022
-16.00%
--
2021
15.52%
--
2020
14.01%
14.56%
2019
24.18%
23.19%
2018
-8.39%
-7.74%

2017
19.78%
19.52%
2016
--
7.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.00% -- -- --
2024 5.89% 0.64% 6.56% -2.68%
2023 5.29% 3.84% -3.64% 10.21%
2022 -5.92% -12.97% -6.18% 9.36%
2021 5.25% 5.58% -1.28% 5.30%
2020 -20.52% 17.92% 6.07% 14.67%
2019 11.62% 3.44% 0.48% 7.04%
2018 -0.34% 0.95% 3.37% -11.91%
2017 5.83% 3.97% 3.95% 4.73%
2016 4.68% 1.50% -- --

Rank in Category (By Total Return)

YTD 28
1-Month 15
3-Month 28
1-Year 91
3-Year 79
5-Year 62

Load Adjusted Returns

1-Year 4.36%
3-Year 4.63%
5-Year 12.30%
10-Year --

Performance & Risk

YTD Return -0.75%
5y Average Return 10.78%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Empower Funds
Net Assets 606.09M
YTD Return 0.00%
Yield 2.79%
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, 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.

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