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Nasdaq - Delayed Quote USD

Empower Lifetime 2035 Instl (MXTBX)

5.43
+0.02
+(0.37%)
At close: 6:06:42 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.55%
5y Average Return 9.72%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2025) 22.58%
Worst 1Y Total Return (Apr 25, 2025) --
Best 3Y Total Return 22.58%
Worst 3Y Total Return 2.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MXTBX
Category
YTD
0.18%
9.49%
1-Month
-2.33%
1.04%
3-Month
0.18%
5.73%
1-Year
4.49%
29.95%
3-Year
4.19%
12.29%
5-Year
11.14%
12.13%
10-Year
6.94%
9.24%
Last Bull Market
11.21%
19.43%
Last Bear Market
-12.12%
-17.22%

Annual Total Return (%) History

Year
MXTBX
Category
2025
--
--
2024
9.54%
--
2023
14.91%
--
2022
-15.29%
--
2021
13.83%
--
2020
13.84%
14.04%
2019
22.58%
22.04%
2018
-7.56%
-7.04%

2017
18.69%
18.43%
2016
9.56%
7.57%
2015
--
-1.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.18% -- -- --
2024 5.03% 0.50% 6.31% -2.38%
2023 4.99% 3.32% -3.33% 9.58%
2022 -5.56% -12.12% -5.79% 8.35%
2021 4.43% 5.18% -0.98% 4.66%
2020 -18.36% 16.72% 5.61% 13.11%
2019 10.83% 3.38% 0.58% 6.36%
2018 -0.40% 0.89% 3.21% -10.86%
2017 5.31% 3.81% 3.95% 4.44%
2016 1.32% 2.16% 4.40% 1.38%

2015 -7.46% 4.23% -- --

Rank in Category (By Total Return)

YTD 53
1-Month 23
3-Month 53
1-Year 89
3-Year 77
5-Year 59

Load Adjusted Returns

1-Year 4.49%
3-Year 4.19%
5-Year 11.14%
10-Year 6.94%

Performance & Risk

YTD Return -0.55%
5y Average Return 9.72%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family Empower Funds
Net Assets 1.55B
YTD Return 0.18%
Yield 5.81%
Morningstar Rating
Inception Date May 01, 2015

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, 2035 (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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