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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 15.53%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 2

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

Risk Statistics

3 Years 5 Years 10 Years
MXNYXCategory AverageMXNYXCategory AverageMXNYXCategory Average
Alpha -0.96 0 -0.14 0 -0.18 0
BETA 0.76 0.01 0.77 0.01 0.79 0.01
Mean Annual Return 0.3 0.01 0.63 0.01 0.44 0.01
R-squared 99.15 0.96 98.85 0.96 98.33 0.95
Standard Deviation 9.62 0.09 8.95 0.07 8.02 0.07
Sharpe Ratio -0.1 0.01 0.53 0.01 0.42 0.01
Treynor Ratio -1.87 0.11 5.95 0.1 3.96 0.08

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