MXTBX
2035 Empower Lifetime-Inst
$6.05
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Target Date-2030s |
---|---|
Market Cap | 1415.936M |
52 Week High | 6.05 |
52 Week Low | 5.065 |
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Key Data
Symbol | MXTBX |
---|---|
Type | Mutual Fund |
Category | Target Date-2030s |
Price | 6.05 |
Price Yesterday | 6.05 |
Market Cap | 1,415.94 |
YTD Return | 4.85% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0053 |
Overview
52 Week High | 6.05 |
---|---|
52 Week Low | 5.07 |
Market Cap | 1,415.94M |
Shares Outstanding | 234.04M |
Income Dividend Yield | 5.46% |
Long Term Dividend Yield | 5.31% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 10.77% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 18.18% |
One Months | 37.25% |
Three Months | 21.65% |
Six Months | 32.67% |
Nine Months | 15.21% |
One Year | 14.96% |
Three Years | 3.64% |
Five Years | 7.92% |
Ten Years | -999 |
YTD | 21.65% |
Since Inception | 7.12% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.33% |
One Month | 2.54% |
Three Months | 4.85% |
Six Months | 14.91% |
Nine Months | 11.07% |
One Year | 14.76% |
Three Years | 11.25% |
Five Years | 46.28% |
Ten Years | -999 |
YTD | 4.85% |
Since Inception | 84.28% |
Yearly Returns
2024 | 4.85% |
---|---|
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 | -9.59% |
---|---|
Beta | 0.75 |
Correlation | 96.94% |
Downside Deviation | 2.46% |
Coefficient of determination | 93.98% |
Standard Deviation | 2.60% |
Sharpe Ratio | -1.87 |
Sortino | -6.87 |
Treynor | 16.41 |
Ulcer Index | 3 |
Ulcer Performance Index | -5.63 |