MXGUX Performance — Empower Lifetime 2060 Fund, Institutional Class
Data updated: 2026-08-20
MXGUX returned +11.58% year to date and +21.38% over one year to Jun 2026. Annualised returns are +16.13% over 3 years and +7.97% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $157, against $150 for the category, and to $121 over one year, against $118. Volatility over the past three years was 12.00% a year. In the 12 months to Jun 2026 the fund took in a net $226.5M, and assets reached $185.09M.
MXGUX Growth of $100
What $100 invested in Empower Lifetime 2060 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | MXGUX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $121 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $157 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $147 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $203 | $187 |
MXGUX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.58% |
| 1 year | +21.38% |
| 3 years (annualised) | +16.13% |
| 5 years (annualised) | +7.97% |
MXGUX Annual Returns
Calendar-year total returns of Empower Lifetime 2060 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +11.58% |
| 2025 | +18.43% |
| 2024 | +11.33% |
| 2023 | +15.70% |
| 2022 | −16.84% |
| 2021 | +16.26% |
| 2020 | +14.40% |
| 2019 (Jul–Dec) | +7.88% |
MXGUX 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 | +3.2% | +2.2% | −6.4% | +8.3% | +3.5% | +0.8% | — | — | — | — | — | — |
| 2025 | +3.3% | −0.4% | −2.9% | +0.1% | +4.7% | +3.9% | +0.4% | +2.9% | +2.5% | +1.3% | +0.5% | +0.9% |
| 2024 | −0.7% | +4.0% | +3.4% | −3.8% | +4.1% | +0.5% | +3.2% | +1.8% | +1.7% | −2.8% | +3.7% | −3.9% |
| 2023 | +7.7% | −3.0% | +1.2% | −0.7% | −1.8% | +5.4% | +3.4% | −3.0% | −4.3% | −3.4% | +8.4% | +5.9% |
| 2022 | −4.9% | −2.1% | +0.8% | −7.0% | +0.6% | −7.9% | +6.8% | −4.1% | −9.1% | +6.0% | +8.7% | −4.1% |
| 2021 | +0.3% | +3.1% | +2.4% | +3.8% | +1.6% | +0.4% | +0.2% | +2.0% | −3.8% | +4.0% | −2.7% | +4.2% |
| 2020 | −1.7% | −7.0% | −15.0% | +10.2% | +4.9% | +2.9% | +4.8% | +4.2% | −2.6% | −1.2% | +12.0% | +5.1% |
| 2019 | — | — | — | — | — | — | 0.0% | −1.9% | +2.0% | +2.3% | +2.2% | +3.1% |
MXGUX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 12.00%
- 3-year Sharpe ratio: 0.97 (vs 4.5% risk-free rate)
- Best month: +8.44% (Nov 2023)
- Worst month: −6.36% (Mar 2026)
MXGUX Fund Flows
Monthly money in and out of Empower Lifetime 2060 Fund, from SEC Form N-PORT.
- 12-month net flow: $226.5M
- 12-month gross sales (incl. reinvestments): $521.8M
- Sales ÷ redemptions: 1.77×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $46.5M | $25.6M | $20.9M |
| May 2026 | $36.0M | $19.7M | $16.3M |
| Apr 2026 | $28.2M | $14.5M | $13.6M |
| Mar 2026 | $22.6M | $12.0M | $10.6M |
| Feb 2026 | $15.9M | $7.5M | $8.4M |
| Jan 2026 | $8.0M | $4.1M | $3.9M |
| Dec 2025 | $85.9M | $44.7M | $41.3M |
| Nov 2025 | $68.7M | $41.7M | $27.0M |
| Oct 2025 | $62.5M | $39.6M | $22.9M |
| Sep 2025 | $55.2M | $31.3M | $23.9M |
| Aug 2025 | $49.4M | $28.9M | $20.5M |
| Jul 2025 | $42.9M | $25.7M | $17.2M |
MXGUX Assets Under Management
Net assets of Empower Lifetime 2060 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $185.09M |
| 2026-03-31 | $154.50M |
| 2025-12-31 | $146.37M |
| 2025-09-30 | $130.99M |
| 2025-06-30 | $111.59M |
| 2025-03-31 | $95.76M |
| 2024-12-31 | $91.36M |
| 2024-09-30 | $84.34M |
| 2024-06-30 | $73.46M |
| 2024-03-31 | $62.04M |
| 2023-12-31 | $53.52M |
| 2023-09-30 | $41.60M |
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.