MXHBX Performance — Empower Lifetime 2065 Fund, Institutional Class
Data updated: 2026-08-20
MXHBX returned +11.63% year to date and +21.34% over one year to Jun 2026. Over one year the fund beat its Target-Date category average: $100 grew to $121, against $118 for the category. Volatility over the past 12 months was 11.60% a year. In the 12 months to Jun 2026 the fund took in a net $476K, and assets reached $231K.
MXHBX Growth of $100
What $100 invested in Empower Lifetime 2065 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | MXHBX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $121 | $118 |
| Since data start (Jan 2025 – Jun 2026) | $134 | $127 |
MXHBX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.63% |
| 1 year | +21.34% |
MXHBX Annual Returns
Calendar-year total returns of Empower Lifetime 2065 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +11.63% |
| 2025 | +19.67% |
MXHBX 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 | +3.3% | +2.2% | −6.4% | +8.4% | +3.4% | +0.9% | — | — | — | — | — | — |
| 2025 | +4.3% | −0.3% | −2.9% | +0.1% | +4.8% | +3.9% | +0.4% | +2.9% | +2.6% | +1.3% | +0.5% | +0.8% |
MXHBX Risk
Risk measures from monthly returns over Jul 2025 – Jun 2026.
- 1-year volatility (annualised): 11.60%
- Best month: +8.41% (Apr 2026)
- Worst month: −6.41% (Mar 2026)
MXHBX Fund Flows
Monthly money in and out of Empower Lifetime 2065 Fund, from SEC Form N-PORT.
- 12-month net flow: $476K
- 12-month gross sales (incl. reinvestments): $497K
- Sales ÷ redemptions: 23.38×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $83K | $10K | $73K |
| May 2026 | $61K | $10K | $51K |
| Apr 2026 | $15K | $268 | $14K |
| Mar 2026 | $12K | $144 | $12K |
| Feb 2026 | $976 | $138 | $838 |
| Jan 2026 | $366 | $103 | $263 |
| Dec 2025 | $139K | $23 | $139K |
| Nov 2025 | $39K | $17 | $39K |
| Oct 2025 | $39K | $11 | $39K |
| Sep 2025 | $39K | $5 | $39K |
| Aug 2025 | $39K | $0 | $39K |
| Jul 2025 | $30K | $0 | $30K |
MXHBX Assets Under Management
Net assets of Empower Lifetime 2065 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $230.76K |
| 2026-03-31 | $149.44K |
| 2025-12-31 | $139.80K |
| 2025-09-30 | $44.16K |
| 2025-06-30 | $32.98K |
| 2025-03-31 | $30.30K |
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.