MXTBX
2035 Empower Lifetime-Inst
$6.16
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 1440.343M |
| 52 Week High | 6.16 |
| 52 Week Low | 5.065 |
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Key Data
| Symbol | MXTBX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 6.16 |
| Price Yesterday | 6.16 |
| Market Cap | 1,440.34 |
| YTD Return | 6.76% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0053 |
Overview
| 52 Week High | 6.16 |
|---|---|
| 52 Week Low | 5.07 |
| Market Cap | 1,440.34M |
| Shares Outstanding | 233.82M |
| Income Dividend Yield | 3.67% |
| Long Term Dividend Yield | 5.21% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 8.88% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 93.38% |
| One Months | 22.93% |
| Three Months | 9.07% |
| Six Months | 17.10% |
| Nine Months | 24.19% |
| One Year | 14.45% |
| Three Years | 2.33% |
| Five Years | 7.50% |
| Ten Years | -999 |
| YTD | 13.53% |
| Since Inception | 7.11% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.32% |
| One Month | 1.65% |
| Three Months | 2.16% |
| Six Months | 8.07% |
| Nine Months | 17.42% |
| One Year | 14.43% |
| Three Years | 7.11% |
| Five Years | 43.42% |
| Ten Years | -999 |
| YTD | 6.76% |
| Since Inception | 87.63% |
Yearly Returns
| 2024 | 6.76% |
|---|---|
| 2023 | 14.92% |
| 2022 | -15.29% |
| 2021 | 13.83% |
| 2020 | 13.84% |
| 2019 | 22.56% |
| 2018 | -7.56% |
| 2017 | 18.70% |
| 2016 | 9.57% |
| 2015 | -5.45% |
Risk against SP-DA
| Alpha | -7.99% |
|---|---|
| Beta | 0.73 |
| Correlation | 91.45% |
| Downside Deviation | 2.56% |
| Coefficient of determination | 83.64% |
| Standard Deviation | 2.57% |
| Sharpe Ratio | -1.6 |
| Sortino | -5.56 |
| Treynor | 12.41 |
| Ulcer Index | 3.09 |
| Ulcer Performance Index | -4.61 |