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Empower Lifetime 2040 Instl (MXBGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.90+0.03 (+0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.21%
5-year average return8.83%
Number of years up5
Number of years down2
Best 1-yr total return (29 May 2024)24.18%
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total return24.18%
Worst 3-yr total return3.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXBGXCategory
YTD2.12%10.80%
1-month-3.56%1.06%
3-month2.62%6.14%
1-year11.72%33.59%
3-year1.79%12.99%
5-year7.21%12.87%
10-year0.00%9.72%
Last bull market20.32%19.05%
Last bear market-12.97%-17.54%

Annual total return (%) history

Year
MXBGXCategory
2024
N/AN/A
2023
16.10%N/A
2022
-16.00%N/A
2021
15.52%N/A
2020
14.01%14.56%
2019
24.18%23.19%
2018
-8.39%-7.74%
2017
19.78%19.52%
2016
N/A7.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.89%N/AN/AN/A
20235.29%3.84%-3.64%10.21%
2022-5.92%-12.97%-6.18%9.36%
20215.25%5.58%-1.28%5.30%
2020-20.52%17.92%6.07%14.67%
201911.62%3.44%0.48%7.04%
2018-0.34%0.95%3.37%-11.91%
20175.83%3.97%3.95%4.73%
20164.68%1.50%N/AN/A

Rank in category (by total return)

YTD74
1-month55
3-month52
1-year80
3-year72
5-year69

Load adjusted returns

1-year11.72%
3-year1.79%
5-year7.21%
10-yearN/A