MXWEX
2045 Empower Lifetime-Inst
$6.39
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2040s |
|---|---|
| Market Cap | 1074.268M |
| 52 Week High | 6.39 |
| 52 Week Low | 5.091 |
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Key Data
| Symbol | MXWEX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2040s |
| Price | 6.39 |
| Price Yesterday | 6.39 |
| Market Cap | 1,074.27 |
| YTD Return | 8.31% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0057 |
Overview
| 52 Week High | 6.39 |
|---|---|
| 52 Week Low | 5.09 |
| Market Cap | 1,074.27M |
| Shares Outstanding | 168.12M |
| Income Dividend Yield | 3.42% |
| Long Term Dividend Yield | 5.78% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 9.20% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 88.82% |
| One Months | 24.48% |
| Three Months | 10.15% |
| Six Months | 20.93% |
| Nine Months | 28.34% |
| One Year | 16.77% |
| Three Years | 3.10% |
| Five Years | 8.66% |
| Ten Years | -999 |
| YTD | 16.74% |
| Since Inception | 7.89% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.27% |
| One Month | 1.75% |
| Three Months | 2.40% |
| Six Months | 9.79% |
| Nine Months | 20.32% |
| One Year | 16.75% |
| Three Years | 9.53% |
| Five Years | 51.31% |
| Ten Years | -999 |
| YTD | 8.31% |
| Since Inception | 100.44% |
Yearly Returns
| 2024 | 8.31% |
|---|---|
| 2023 | 17.18% |
| 2022 | -16.53% |
| 2021 | 16.38% |
| 2020 | 14.34% |
| 2019 | 25.12% |
| 2018 | -8.99% |
| 2017 | 20.75% |
| 2016 | 9.90% |
| 2015 | -5.90% |
Risk against SP-DA
| Alpha | -8.23% |
|---|---|
| Beta | 0.84 |
| Correlation | 90.92% |
| Downside Deviation | 2.92% |
| Coefficient of determination | 82.66% |
| Standard Deviation | 2.98% |
| Sharpe Ratio | -1.16 |
| Sortino | -4.08 |
| Treynor | 13.55 |
| Ulcer Index | 3.67 |
| Ulcer Performance Index | -3.26 |