MXBPX
Empower Moderately Aggress Profile-Inv
$7.20
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 912.442M |
| 52 Week High | 7.22 |
| 52 Week Low | 5.941 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | MXBPX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 7.2 |
| Price Yesterday | 7.2 |
| Market Cap | 912.44 |
| YTD Return | 6.67% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0101 |
Overview
| 52 Week High | 7.22 |
|---|---|
| 52 Week Low | 5.94 |
| Market Cap | 912.44M |
| Shares Outstanding | 126.73M |
| Income Dividend Yield | 1.47% |
| Long Term Dividend Yield | 3.06% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.53% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 63.70% |
| One Months | 13.11% |
| Three Months | 4.65% |
| Six Months | 16.12% |
| Nine Months | 23.23% |
| One Year | 14.07% |
| Three Years | 2.77% |
| Five Years | 7.36% |
| Ten Years | 6.62% |
| YTD | 13.34% |
| Since Inception | 5.94% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.98% |
| One Month | 0.98% |
| Three Months | 1.12% |
| Six Months | 7.62% |
| Nine Months | 16.75% |
| One Year | 14.05% |
| Three Years | 8.48% |
| Five Years | 42.52% |
| Ten Years | 89.47% |
| YTD | 6.67% |
| Since Inception | 317.15% |
Yearly Returns
| 2024 | 6.67% |
|---|---|
| 2023 | 13.60% |
| 2022 | -13.09% |
| 2021 | 14.25% |
| 2020 | 11.75% |
| 2019 | 20.36% |
| 2018 | -7.64% |
| 2017 | 15.43% |
| 2016 | 9.21% |
| 2015 | -0.62% |
Risk against SP-DA
| Alpha | -7.20% |
|---|---|
| Beta | 0.68 |
| Correlation | 86.30% |
| Downside Deviation | 2.37% |
| Coefficient of determination | 74.48% |
| Standard Deviation | 2.54% |
| Sharpe Ratio | -1.67 |
| Sortino | -6.18 |
| Treynor | 12.76 |
| Ulcer Index | 3.12 |
| Ulcer Performance Index | -4.69 |