MXDPX
Empower Moderately Cnsrv Prfl-Inv
$8.23
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
Category | Conservative |
---|---|
Market Cap | 650.456M |
52 Week High | 8.23 |
52 Week Low | 7.173 |
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Key Data
Symbol | MXDPX |
---|---|
Type | Mutual Fund |
Category | Conservative |
Price | 8.23 |
Price Yesterday | 8.23 |
Market Cap | 650.46 |
YTD Return | 4.18% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0083 |
Overview
52 Week High | 8.23 |
---|---|
52 Week Low | 7.17 |
Market Cap | 650.46M |
Shares Outstanding | 79.03M |
Income Dividend Yield | 2.11% |
Long Term Dividend Yield | 2.10% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.21% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 53.87% |
One Months | 13.11% |
Three Months | 4.58% |
Six Months | 10.38% |
Nine Months | 16.50% |
One Year | 9.98% |
Three Years | 1.41% |
Five Years | 4.91% |
Ten Years | 4.66% |
YTD | 8.26% |
Since Inception | 4.99% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.86% |
One Month | 0.98% |
Three Months | 1.11% |
Six Months | 4.97% |
Nine Months | 11.99% |
One Year | 9.97% |
Three Years | 4.28% |
Five Years | 27.03% |
Ten Years | 57.54% |
YTD | 4.18% |
Since Inception | 233.33% |
Yearly Returns
2024 | 4.18% |
---|---|
2023 | 9.89% |
2022 | -10.81% |
2021 | 9.13% |
2020 | 9.57% |
2019 | 14.45% |
2018 | -4.72% |
2017 | 10.06% |
2016 | 7.40% |
2015 | -0.82% |
Risk against SP-DA
Alpha | -7.07% |
---|---|
Beta | 0.5 |
Correlation | 86.13% |
Downside Deviation | 1.82% |
Coefficient of determination | 74.18% |
Standard Deviation | 1.87% |
Sharpe Ratio | -2.9 |
Sortino | -10.29 |
Treynor | 9.2 |
Ulcer Index | 2.26 |
Ulcer Performance Index | -8.28 |