MXCJX
Empower SecureFoundation Balanced-Inst
$7.56
0.00 (0.00%)
Currency in USD / Last Updated: 4/19/2024
Category | Balanced |
---|---|
Market Cap | 825.272M |
52 Week High | 7.89 |
52 Week Low | 6.684 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | MXCJX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 7.56 |
Price Yesterday | 7.56 |
Market Cap | 825.27 |
YTD Return | -0.13% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0025 |
Overview
52 Week High | 7.89 |
---|---|
52 Week Low | 6.68 |
Market Cap | 825.27M |
Shares Outstanding | 109.16M |
Income Dividend Yield | 4.50% |
Long Term Dividend Yield | 2.80% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 7.31% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -54.82% |
One Months | -25.87% |
Three Months | 3.79% |
Six Months | 24.17% |
Nine Months | 3.94% |
One Year | 7.85% |
Three Years | 0.66% |
Five Years | 5.91% |
Ten Years | -999 |
YTD | -0.44% |
Since Inception | 5.84% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -1.56% |
One Month | -2.58% |
Three Months | 0.93% |
Six Months | 11.32% |
Nine Months | 2.96% |
One Year | 7.85% |
Three Years | 1.98% |
Five Years | 33.17% |
Ten Years | -999 |
YTD | -0.13% |
Since Inception | 66.15% |
Yearly Returns
2024 | -0.13% |
---|---|
2023 | 13.56% |
2022 | -14.23% |
2021 | 11.46% |
2020 | 14.27% |
2019 | 18.12% |
2018 | -4.90% |
2017 | 13.26% |
2016 | 9.10% |
2015 | -3.38% |
Risk against SP-DA
Alpha | -8.65% |
---|---|
Beta | 0.69 |
Correlation | 93.52% |
Downside Deviation | 2.31% |
Coefficient of determination | 87.45% |
Standard Deviation | 2.52% |
Sharpe Ratio | -1.56 |
Sortino | -5.89 |
Treynor | 3.58 |
Ulcer Index | 3.04 |
Ulcer Performance Index | -4.48 |