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Nasdaq - Delayed Quote USD

Empower Lifetime 2015 Instl (MXNYX)

7.20
+0.02
+(0.28%)
At close: 6:06:42 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.56%
5y Average Return 6.38%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2025) 15.53%
Worst 1Y Total Return (Apr 25, 2025) --
Best 3Y Total Return 15.53%
Worst 3Y Total Return 1.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MXNYX
Category
YTD
0.98%
5.24%
1-Month
-1.37%
0.74%
3-Month
0.98%
3.92%
1-Year
4.71%
17.09%
3-Year
3.19%
9.13%
5-Year
7.36%
8.26%
10-Year
5.11%
6.90%
Last Bull Market
8.69%
13.45%
Last Bear Market
-8.58%
-10.49%

Annual Total Return (%) History

Year
MXNYX
Category
2025
--
--
2024
6.82%
--
2023
10.69%
--
2022
-11.95%
--
2021
8.85%
--
2020
11.47%
10.75%
2019
15.53%
15.45%
2018
-4.03%
-3.86%

2017
11.54%
11.29%
2016
7.57%
6.12%
2015
--
-1.34%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.98% -- -- --
2024 3.01% 0.66% 5.11% -2.00%
2023 3.92% 1.66% -2.38% 7.34%
2022 -4.32% -8.58% -4.54% 5.45%
2021 1.96% 3.72% -0.11% 3.04%
2020 -10.59% 11.20% 3.91% 7.90%
2019 7.31% 2.90% 0.97% 3.64%
2018 -0.50% 0.70% 2.02% -6.12%
2017 3.54% 2.41% 2.45% 2.67%
2016 1.93% 2.29% 2.80% 0.36%

2015 -4.00% 2.22% -- --

Rank in Category (By Total Return)

YTD 81
1-Month 55
3-Month 81
1-Year 93
3-Year 49
5-Year 16

Load Adjusted Returns

1-Year 4.71%
3-Year 3.19%
5-Year 7.36%
10-Year 5.11%

Performance & Risk

YTD Return 0.56%
5y Average Return 6.38%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category Target-Date 2015
Fund Family Empower Funds
Net Assets 449.58M
YTD Return 0.98%
Yield 5.31%
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 who retired in (or otherwise began using the invested funds on), or close to, 2015 (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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