Nasdaq - Delayed Quote USD
Empower Lifetime 2025 Inv (MXELX)
13.77
+0.04
+(0.29%)
At close: 8:01:41 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.15% |
| 5y Average Return | 7.17% |
| Number of Years Up | 11 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 25, 2025) | 18.52% |
| Worst 1Y Total Return (Apr 25, 2025) | -- |
| Best 3Y Total Return | 18.52% |
| Worst 3Y Total Return | 1.15% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MXELX
Category
- YTD
- 0.66%
- 6.61%
- 1-Month
- -1.71%
- 0.92%
- 3-Month
- 0.66%
- 4.66%
- 1-Year
- 4.30%
- 21.54%
- 3-Year
- 3.14%
- 10.23%
- 5-Year
- 8.30%
- 9.75%
- 10-Year
- 5.45%
- 7.82%
- Last Bull Market
- 9.49%
- 16.61%
- Last Bear Market
- -10.15%
- -14.25%
Annual Total Return (%) History
Year
MXELX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.66% | -- | -- | -- |
| 2024 | 3.58% | 0.50% | 5.58% | -2.35% |
| 2023 | 4.23% | 2.19% | -2.89% | 8.19% |
| 2022 | -5.05% | -10.15% | -5.10% | 6.43% |
| 2021 | 2.71% | 4.17% | -0.62% | 3.61% |
| 2020 | -13.55% | 13.14% | 4.50% | 9.81% |
| 2019 | 8.64% | 3.02% | 0.80% | 4.61% |
| 2018 | -0.53% | 0.63% | 2.41% | -8.04% |
| 2017 | 4.22% | 2.94% | 3.01% | 3.27% |
| 2016 | 1.65% | 2.16% | 3.38% | 0.72% |
| 2015 | 2.57% | -0.96% | -5.90% | 3.11% |
| 2014 | 1.88% | 4.17% | -2.23% | 2.94% |
| 2013 | 6.52% | -0.14% | 5.58% | 5.53% |
| 2012 | 10.36% | -3.27% | 5.36% | 2.35% |
| 2011 | 4.59% | 0.62% | -14.64% | 8.71% |
| 2010 | 4.28% | -9.07% | 11.00% | 8.60% |
| 2009 | 15.17% | 4.59% | -- | -- |
Rank in Category (By Total Return)
| YTD | 79 |
| 1-Month | 42 |
| 3-Month | 79 |
| 1-Year | 94 |
| 3-Year | 78 |
| 5-Year | 60 |
Load Adjusted Returns
| 1-Year | 4.30% |
| 3-Year | 3.14% |
| 5-Year | 8.30% |
| 10-Year | 5.45% |
Performance & Risk
| YTD Return | 0.15% |
| 5y Average Return | 7.17% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.89 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2025 |
| Fund Family | Empower Funds |
| Net Assets | 1.38B |
| YTD Return | 0.66% |
| Yield | 2.39% |
| Morningstar Rating | |
| Inception Date | May 01, 2009 |
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, 2025 (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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