MXBOX Performance — Empower Lifetime 2050 Fund, Investor Class
Data updated: 2026-08-20
MXBOX returned +10.78% year to date and +19.97% over one year to Jun 2026. Annualised returns are +15.38% over 3 years and +7.48% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $154, against $150 for the category, and to $120 over one year, against $118. Volatility over the past three years was 11.82% a year. In the 12 months to Jun 2026 the fund took in a net $598.4M, and assets reached $721.93M.
MXBOX Growth of $100
What $100 invested in Empower Lifetime 2050 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | MXBOX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $120 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $154 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $143 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $197 | $187 |
MXBOX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.78% |
| 1 year | +19.97% |
| 3 years (annualised) | +15.38% |
| 5 years (annualised) | +7.48% |
MXBOX Annual Returns
Calendar-year total returns of Empower Lifetime 2050 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +10.78% |
| 2025 | +17.26% |
| 2024 | +11.14% |
| 2023 | +15.25% |
| 2022 | −16.95% |
| 2021 | +16.15% |
| 2020 | +13.96% |
| 2019 (Jul–Dec) | +7.72% |
MXBOX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.0% | +2.0% | −6.2% | +8.0% | +3.3% | +0.7% | — | — | — | — | — | — |
| 2025 | +3.2% | −0.4% | −2.9% | 0.0% | +4.6% | +3.8% | +0.4% | +2.8% | +2.4% | +1.2% | +0.5% | +0.8% |
| 2024 | −0.7% | +4.0% | +3.3% | −3.9% | +4.1% | +0.5% | +3.2% | +1.8% | +1.7% | −2.7% | +3.7% | −3.8% |
| 2023 | +7.6% | −2.9% | +1.2% | −0.8% | −1.9% | +5.4% | +3.5% | −3.1% | −4.2% | −3.4% | +8.3% | +5.9% |
| 2022 | −4.9% | −2.1% | +0.8% | −7.0% | +0.5% | −7.9% | +6.8% | −4.0% | −9.0% | +6.0% | +8.4% | −4.0% |
| 2021 | +0.2% | +3.1% | +2.5% | +3.8% | +1.5% | +0.4% | +0.3% | +2.0% | −3.8% | +4.0% | −2.6% | +4.0% |
| 2020 | −1.5% | −7.1% | −15.1% | +10.3% | +4.8% | +2.9% | +4.8% | +4.2% | −2.6% | −1.2% | +11.8% | +5.0% |
| 2019 | — | — | — | — | — | — | +0.1% | −1.9% | +2.0% | +2.2% | +2.2% | +3.0% |
MXBOX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 11.82%
- 3-year Sharpe ratio: 0.92 (vs 4.5% risk-free rate)
- Best month: +8.28% (Nov 2023)
- Worst month: −6.23% (Mar 2026)
MXBOX Fund Flows
Monthly money in and out of Empower Lifetime 2050 Fund, from SEC Form N-PORT.
- 12-month net flow: $598.4M
- 12-month gross sales (incl. reinvestments): $1.5B
- Sales ÷ redemptions: 1.63×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $117.1M | $73.3M | $43.8M |
| May 2026 | $93.5M | $59.9M | $33.6M |
| Apr 2026 | $74.5M | $46.6M | $27.9M |
| Mar 2026 | $56.3M | $35.8M | $20.5M |
| Feb 2026 | $36.3M | $23.9M | $12.4M |
| Jan 2026 | $17.8M | $13.7M | $4.0M |
| Dec 2025 | $273.4M | $146.9M | $126.6M |
| Nov 2025 | $222.5M | $136.7M | $85.8M |
| Oct 2025 | $199.7M | $127.7M | $72.0M |
| Sep 2025 | $174.1M | $103.6M | $70.5M |
| Aug 2025 | $150.8M | $94.7M | $56.1M |
| Jul 2025 | $126.7M | $81.5M | $45.2M |
MXBOX Assets Under Management
Net assets of Empower Lifetime 2050 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $721.93M |
| 2026-03-31 | $621.05M |
| 2025-12-31 | $608.03M |
| 2025-09-30 | $561.26M |
| 2025-06-30 | $491.66M |
| 2025-03-31 | $432.88M |
| 2024-12-31 | $424.60M |
| 2024-09-30 | $416.58M |
| 2024-06-30 | $370.15M |
| 2024-03-31 | $349.08M |
| 2023-12-31 | $310.36M |
| 2023-09-30 | $263.97M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.