MXSBX
Empower SecureFoundation Balanced-Inv
$13.31
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Balanced |
---|---|
Market Cap | 869.572M |
52 Week High | 13.31 |
52 Week Low | 11.307 |
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Key Data
Symbol | MXSBX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 13.31 |
Price Yesterday | 13.31 |
Market Cap | 869.57 |
YTD Return | 3.98% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.006 |
Overview
52 Week High | 13.31 |
---|---|
52 Week Low | 11.31 |
Market Cap | 869.57M |
Shares Outstanding | 65.33M |
Income Dividend Yield | 2.02% |
Long Term Dividend Yield | 1.59% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.61% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 20.91% |
One Months | 34.61% |
Three Months | 17.54% |
Six Months | 29.51% |
Nine Months | 12.86% |
One Year | 12.60% |
Three Years | 2.56% |
Five Years | 6.76% |
Ten Years | 6.14% |
YTD | 17.54% |
Since Inception | 6.74% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.38% |
One Month | 2.38% |
Three Months | 3.98% |
Six Months | 13.56% |
Nine Months | 9.39% |
One Year | 12.43% |
Three Years | 7.83% |
Five Years | 38.60% |
Ten Years | 81.14% |
YTD | 3.98% |
Since Inception | 148.04% |
Yearly Returns
2024 | 3.98% |
---|---|
2023 | 13.18% |
2022 | -14.51% |
2021 | 11.12% |
2020 | 13.91% |
2019 | 17.80% |
2018 | -5.32% |
2017 | 12.94% |
2016 | 8.73% |
2015 | -0.66% |
Risk against SP-DA
Alpha | -10.80% |
---|---|
Beta | 0.69 |
Correlation | 95.17% |
Downside Deviation | 2.35% |
Coefficient of determination | 90.58% |
Standard Deviation | 2.44% |
Sharpe Ratio | -2.34 |
Sortino | -8.42 |
Treynor | 13.59 |
Ulcer Index | 2.99 |
Ulcer Performance Index | -6.62 |