Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Empower Lifetime 2055 Inv (MXWLX)

18.15
+0.05
+(0.28%)
At close: 8:01:41 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.04%
5y Average Return 11.29%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Apr 25, 2025) 24.70%
Worst 1Y Total Return (Apr 25, 2025) --
Best 3Y Total Return 24.70%
Worst 3Y Total Return 2.52%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MXWLX
Category
YTD
-0.16%
12.13%
1-Month
-2.87%
1.09%
3-Month
-0.16%
6.61%
1-Year
4.01%
37.63%
3-Year
4.72%
13.82%
5-Year
12.89%
13.76%
10-Year
7.25%
10.29%
Last Bull Market
12.68%
19.35%
Last Bear Market
-13.97%
-17.99%

Annual Total Return (%) History

Year
MXWLX
Category
2025
--
--
2024
11.10%
--
2023
17.06%
--
2022
-17.13%
--
2021
16.10%
--
2020
13.96%
15.47%
2019
24.70%
24.91%
2018
-9.75%
-8.44%

2017
20.80%
21.08%
2016
9.44%
8.00%
2015
-2.17%
-1.71%
2014
5.28%
5.49%
2013
23.26%
23.14%
2012
16.80%
15.52%
2011
-4.80%
-4.13%
2010
15.03%
14.45%
2009
--
32.20%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.16% -- -- --
2024 6.64% 0.55% 6.84% -3.02%
2023 5.72% 4.11% -4.04% 10.82%
2022 -6.32% -13.97% -6.89% 10.43%
2021 5.87% 5.78% -1.68% 5.44%
2020 -22.37% 18.90% 6.31% 16.13%
2019 11.68% 3.60% 0.10% 7.66%
2018 -0.38% 0.65% 3.22% -12.80%
2017 5.92% 4.17% 4.39% 4.88%
2016 1.26% 1.81% 4.79% 1.31%

2015 2.92% -0.54% -8.36% 4.28%
2014 1.37% 4.70% -3.10% 2.37%
2013 7.32% 0.25% 7.29% 6.78%
2012 12.01% -4.55% 5.90% 3.17%
2011 4.69% 0.57% -17.22% 9.24%
2010 4.18% -10.32% 12.35% 9.59%
2009 16.64% 4.88% -- --

Rank in Category (By Total Return)

YTD 17
1-Month 3
3-Month 17
1-Year 93
3-Year 95
5-Year 89

Load Adjusted Returns

1-Year 4.01%
3-Year 4.72%
5-Year 12.89%
10-Year 7.25%

Performance & Risk

YTD Return -1.04%
5y Average Return 11.29%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family Empower Funds
Net Assets 596.79M
YTD Return -0.16%
Yield 1.19%
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, 2055 (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.

Related Tickers