Nasdaq - Delayed Quote USD

Empower Conservative Profile Inv (MXCPX)

7.73 +0.01 (+0.13%)
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
2024
--
--
2023
8.25%
--
2022
-9.93%
--
2021
6.35%
--
2020
8.21%
7.29%
2019
11.54%
11.20%
2018
-3.15%
-3.14%
2017
7.39%
6.25%

2016
6.26%
5.55%
2015
-0.95%
-2.07%
2014
5.05%
3.54%
2013
7.67%
4.02%
2012
9.10%
8.35%
2011
1.29%
2.01%
2010
9.02%
9.73%
2009
20.50%
19.26%
2008
-13.67%
-16.22%
2007
5.65%
4.96%
2006
8.00%
6.66%
2005
4.32%
2.80%
2004
7.10%
5.55%
2003
11.47%
10.89%
2002
-1.39%
3.41%
2001
0.61%
2.32%
2000
0.95%
3.25%
1999
--
4.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
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.

Related Tickers