Nasdaq - Delayed Quote USD
Empower Conservative Profile Inv (MXCPX)
At close: October 25 at 8:00 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 6.10% |
5y Average Return | 3.95% |
Number of Years Up | 19 |
Number of Years Down | 5 |
Best 1Y Total Return (Oct 24, 2024) | 20.50% |
Worst 1Y Total Return (Oct 24, 2024) | -- |
Best 3Y Total Return | 20.50% |
Worst 3Y Total Return | 1.20% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MXCPX
Category
- YTD
- 7.20%
- 3.28%
- 1-Month
- 1.04%
- 0.61%
- 3-Month
- 4.79%
- 3.02%
- 1-Year
- 14.15%
- 11.74%
- 3-Year
- 2.20%
- 6.56%
- 5-Year
- 4.27%
- 5.38%
- 10-Year
- 4.09%
- 4.87%
- Last Bull Market
- 10.52%
- 8.64%
- Last Bear Market
- -6.99%
- -5.09%
Annual Total Return (%) History
Year
MXCPX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 2.03% | 0.27% | 4.79% | -- |
2023 | 2.67% | 1.11% | -2.07% | 6.48% |
2022 | -3.69% | -6.99% | -3.89% | 4.62% |
2021 | 1.57% | 2.80% | -0.27% | 2.14% |
2020 | -8.64% | 8.46% | 2.80% | 6.24% |
2019 | 5.61% | 2.16% | 0.91% | 2.45% |
2018 | -0.61% | 0.52% | 1.25% | -4.26% |
2017 | 2.39% | 1.65% | 1.52% | 1.64% |
2016 | 1.53% | 1.95% | 1.92% | 0.71% |
2015 | 1.54% | -0.86% | -2.88% | 1.32% |
2014 | 1.74% | 2.56% | -1.01% | 1.70% |
2013 | 3.27% | -0.77% | 2.35% | 2.66% |
2012 | 5.12% | -1.02% | 3.31% | 1.50% |
2011 | 2.24% | 1.01% | -5.73% | 4.04% |
2010 | 3.15% | -2.78% | 5.46% | 3.08% |
2009 | -2.41% | 10.50% | 9.05% | 2.47% |
2008 | -2.15% | -0.14% | -5.03% | -6.97% |
2007 | 1.58% | 2.50% | 1.11% | 0.36% |
2006 | 1.80% | -0.38% | 2.98% | 3.42% |
2005 | -0.52% | 1.78% | 1.35% | 1.66% |
2004 | 1.88% | -0.94% | 1.77% | 4.27% |
2003 | 0.45% | 5.50% | 0.87% | 4.28% |
2002 | 0.00% | -2.18% | -2.54% | 3.44% |
2001 | -2.14% | 1.98% | -2.81% | 3.72% |
2000 | 1.76% | -0.17% | 1.45% | -2.04% |
1999 | 4.96% | -- | -- | -- |
Rank in Category (By Total Return)
YTD | 60 |
1-Month | 88 |
3-Month | 65 |
1-Year | 60 |
3-Year | 25 |
5-Year | 11 |
Load Adjusted Returns
1-Year | 14.15% |
3-Year | 2.20% |
5-Year | 4.27% |
10-Year | 4.09% |
Performance & Risk
YTD Return | 6.10% |
5y Average Return | 3.95% |
Rank in Category (ytd) | 60 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.63 |
Morningstar Risk Rating |
Fund Overview
Category | Allocation--15% to 30% Equity |
Fund Family | Empower Funds |
Net Assets | 1.18B |
YTD Return | 7.20% |
Yield | 1.38% |
Morningstar Rating | |
Inception Date | May 01, 2015 |
Fund Summary
The fund invests assets in funds according to the following asset allocation ranges: 0% to 15% of assets in equity international funds, 0% to 10% of assets in emerging markets funds, 0% to 15% of assets in small cap funds, 0% to 15% of assets in mid cap funds, 5% to 25% of assets in large cap funds, 0-10% of assets in real estate, 30% to 50% of assets in fixed income bond funds and 20% to 40% of assets in short term bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.
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