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Empower Lifetime 2060 Instl (MXGUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.13+0.02 (+0.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.33%
5-year average return8.62%
Number of years up3
Number of years down1
Best 1-yr total return (26 Jun 2024)17.35%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return17.35%
Worst 3-yr total return3.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXGUXCategory
YTD6.94%6.10%
1-month4.13%0.90%
3-month3.55%6.10%
1-year19.96%14.41%
3-year2.80%4.94%
5-year9.69%9.53%
10-year0.00%0.00%
Last bull market22.62%5.12%
Last bear market-13.86%0.00%

Annual total return (%) history

Year
MXGUXCategory
2024
N/AN/A
2023
17.35%N/A
2022
-16.84%N/A
2021
16.26%N/A
2020
14.40%15.52%
2019
N/A25.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.75%N/AN/AN/A
20235.80%4.20%-4.01%10.90%
2022-6.21%-13.86%-6.86%10.51%
20215.93%5.87%-1.69%5.45%
2020-22.29%18.88%6.41%16.37%
20190.10%7.78%N/AN/A

Rank in category (by total return)

YTD90
1-month62
3-month56
1-year89
3-year89
5-year89

Load adjusted returns

1-year19.96%
3-year2.80%
5-year9.69%
10-yearN/A