Back to top
Empower Moderately Aggressive Profile Fund - Investor Class: (MF: MXBPX)
(NASDAQ Mutual Funds) As of Apr 29, 2025 08:00 PM ET
$6.96 USD
+0.02 (0.29%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.86 | 32 |
| 3 months | 0.86 | 32 |
| 6 months | -1.81 | 51 |
| 1 Year | 4.19 | 76 |
| 3 Year | 4.55 | 41 |
| 5 Year | 11.32 | 37 |
| 10 Year | 5.86 | 46 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 4.19 |
| 5 Year | 11.31 |
| 10 Year | 5.86 |
| Since Inception | 6.50 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.86 | NA | NA | NA |
| 2024 | 5.92 | 0.00 | 6.11 | -2.65 |
| 2023 | 4.14 | 3.10 | -3.05 | 9.13 |
| 2022 | -4.65 | -11.35 | -5.30 | 8.58 |
| 2021 | 5.77 | 4.76 | -1.11 | 4.53 |
| 2020 | -18.65 | 15.47 | 5.02 | 12.94 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.86 | 9.41 | 13.59 | -13.09 | 14.54 | 11.40 | 20.29 | -7.84 | 11.43 | 4.60 | 1.02 |
| % Total Return Rel to Index | 5.13 | -15.60 | -12.65 | 5.11 | -14.13 | -6.99 | -11.20 | -3.44 | -10.36 | -7.32 | -0.36 |
| % Total Return Rel to Peer | 0.67 | -0.50 | 0.43 | -0.12 | 3.04 | 0.72 | 3.09 | -1.34 | -2.02 | -1.66 | 3.38 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 2.00 | 3.00 | 3.00 | 4.00 | 4.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.21 | 0.14 | 0.10 | 0.37 | 0.14 | 0.12 | 0.21 | 0.23 | 0.13 | 0.27 |
| % Yield | 0.00 | 2.83 | 2.92 | 1.49 | 4.28 | 1.69 | 1.46 | 2.74 | 2.61 | 1.59 | 3.16 |
| Capital Gains ($) | 0.00 | 0.22 | 0.22 | 0.52 | 0.39 | 0.50 | 0.73 | 0.64 | 0.00 | 0.20 | 0.60 |
| Expense Ratio | 0.00 | 0.42 | 0.42 | 0.42 | 0.41 | 0.42 | 0.42 | 0.42 | 0.42 | 0.42 | 0.31 |
* 1 = Top 20%, 5 = Bottom 20%