MXCJX
Empower SecureFoundation Balanced-Inst
$7.99
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 830.624M |
| 52 Week High | 7.99 |
| 52 Week Low | 6.684 |
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Key Data
| Symbol | MXCJX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 7.99 |
| Price Yesterday | 7.99 |
| Market Cap | 830.62 |
| YTD Return | 5.55% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0025 |
Overview
| 52 Week High | 7.99 |
|---|---|
| 52 Week Low | 6.68 |
| Market Cap | 830.62M |
| Shares Outstanding | 103.96M |
| Income Dividend Yield | 2.71% |
| Long Term Dividend Yield | 2.65% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.36% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 88.78% |
| One Months | 19.11% |
| Three Months | 8.58% |
| Six Months | 14.05% |
| Nine Months | 21.71% |
| One Year | 12.60% |
| Three Years | 1.80% |
| Five Years | 6.75% |
| Ten Years | -999 |
| YTD | 11.05% |
| Since Inception | 6.34% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.27% |
| One Month | 1.40% |
| Three Months | 2.04% |
| Six Months | 6.68% |
| Nine Months | 15.68% |
| One Year | 12.58% |
| Three Years | 5.48% |
| Five Years | 38.52% |
| Ten Years | -999 |
| YTD | 5.55% |
| Since Inception | 75.60% |
Yearly Returns
| 2024 | 5.55% |
|---|---|
| 2023 | 13.56% |
| 2022 | -14.23% |
| 2021 | 11.46% |
| 2020 | 14.27% |
| 2019 | 18.12% |
| 2018 | -4.90% |
| 2017 | 13.26% |
| 2016 | 9.10% |
| 2015 | -3.38% |
Risk against SP-DA
| Alpha | -8.76% |
|---|---|
| Beta | 0.68 |
| Correlation | 88.84% |
| Downside Deviation | 2.50% |
| Coefficient of determination | 78.92% |
| Standard Deviation | 2.48% |
| Sharpe Ratio | -1.88 |
| Sortino | -6.44 |
| Treynor | 10.54 |
| Ulcer Index | 3.08 |
| Ulcer Performance Index | -5.23 |