MXCPX
Empower Conservative Profile-Inv
$7.59
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Conservative |
|---|---|
| Market Cap | 1239.781M |
| 52 Week High | 7.59 |
| 52 Week Low | 6.784 |
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Key Data
| Symbol | MXCPX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Conservative |
| Price | 7.59 |
| Price Yesterday | 7.59 |
| Market Cap | 1,239.78 |
| YTD Return | 2.85% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0077 |
Overview
| 52 Week High | 7.59 |
|---|---|
| 52 Week Low | 6.78 |
| Market Cap | 1,239.78M |
| Shares Outstanding | 163.34M |
| Income Dividend Yield | 1.90% |
| Long Term Dividend Yield | 1.11% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.00% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 49.24% |
| One Months | 12.40% |
| Three Months | 4.41% |
| Six Months | 7.35% |
| Nine Months | 13.48% |
| One Year | 8.14% |
| Three Years | 0.59% |
| Five Years | 3.52% |
| Ten Years | 3.56% |
| YTD | 5.60% |
| Since Inception | 4.43% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.80% |
| One Month | 0.93% |
| Three Months | 1.07% |
| Six Months | 3.55% |
| Nine Months | 9.82% |
| One Year | 8.14% |
| Three Years | 1.78% |
| Five Years | 18.85% |
| Ten Years | 41.71% |
| YTD | 2.85% |
| Since Inception | 191.59% |
Yearly Returns
| 2024 | 2.85% |
|---|---|
| 2023 | 8.24% |
| 2022 | -9.92% |
| 2021 | 6.35% |
| 2020 | 8.21% |
| 2019 | 11.53% |
| 2018 | -3.15% |
| 2017 | 7.39% |
| 2016 | 6.26% |
| 2015 | -0.95% |
Risk against SP-DA
| Alpha | -6.89% |
|---|---|
| Beta | 0.41 |
| Correlation | 85.61% |
| Downside Deviation | 1.55% |
| Coefficient of determination | 73.30% |
| Standard Deviation | 1.55% |
| Sharpe Ratio | -3.82 |
| Sortino | -13.28 |
| Treynor | 6.68 |
| Ulcer Index | 1.88 |
| Ulcer Performance Index | -10.96 |