MXZHX Performance — Empower Lifetime 2055 Fund, Institutional Class
Data updated: 2026-08-20
MXZHX returned +11.37% year to date and +20.99% over one year to Jun 2026. Annualised returns are +16.00% over 3 years and +7.93% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $156, against $150 for the category, and to $121 over one year, against $118. Volatility over the past three years was 12.05% a year. In the 12 months to Jun 2026 the fund took in a net $84.8M, and assets reached $825.32M.
MXZHX Growth of $100
What $100 invested in Empower Lifetime 2055 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | MXZHX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $121 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $156 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $146 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $203 | $187 |
MXZHX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.37% |
| 1 year | +20.99% |
| 3 years (annualised) | +16.00% |
| 5 years (annualised) | +7.93% |
MXZHX Annual Returns
Calendar-year total returns of Empower Lifetime 2055 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +11.37% |
| 2025 | +18.18% |
| 2024 | +11.41% |
| 2023 | +15.66% |
| 2022 | −16.90% |
| 2021 | +16.54% |
| 2020 | +14.33% |
| 2019 (Jul–Dec) | +7.99% |
MXZHX 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% | +2.1% | −6.3% | +8.3% | +3.4% | +0.8% | — | — | — | — | — | — |
| 2025 | +3.3% | −0.2% | −3.0% | 0.0% | +4.8% | +3.8% | +0.4% | +2.8% | +2.6% | +1.2% | +0.6% | +0.7% |
| 2024 | −0.6% | +3.9% | +3.4% | −3.9% | +4.2% | +0.4% | +3.3% | +1.9% | +1.6% | −2.8% | +3.8% | −3.9% |
| 2023 | +7.8% | −2.9% | +1.2% | −0.8% | −2.0% | +5.5% | +3.5% | −3.2% | −4.3% | −3.4% | +8.5% | +6.0% |
| 2022 | −5.0% | −2.2% | +0.9% | −6.9% | +0.5% | −8.0% | +6.9% | −4.0% | −9.1% | +6.1% | +8.4% | −4.0% |
| 2021 | +0.3% | +3.1% | +2.6% | +3.7% | +1.5% | +0.4% | +0.2% | +2.1% | −3.8% | +4.2% | −2.7% | +4.2% |
| 2020 | −1.7% | −7.0% | −15.0% | +10.2% | +4.9% | +2.8% | +4.9% | +4.3% | −2.7% | −1.1% | +12.0% | +5.1% |
| 2019 | — | — | — | — | — | — | +0.1% | −1.8% | +1.9% | +2.4% | +2.2% | +3.0% |
MXZHX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 12.05%
- 3-year Sharpe ratio: 0.95 (vs 4.5% risk-free rate)
- Best month: +8.46% (Nov 2023)
- Worst month: −6.31% (Mar 2026)
MXZHX Fund Flows
Monthly money in and out of Empower Lifetime 2055 Fund, from SEC Form N-PORT.
- 12-month net flow: $84.8M
- 12-month gross sales (incl. reinvestments): $1.5B
- Sales ÷ redemptions: 1.06×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $122.3M | $108.9M | $13.4M |
| May 2026 | $101.2M | $91.6M | $9.5M |
| Apr 2026 | $82.2M | $65.2M | $17.0M |
| Mar 2026 | $59.2M | $51.5M | $7.7M |
| Feb 2026 | $40.7M | $34.5M | $6.2M |
| Jan 2026 | $20.8M | $18.6M | $2.2M |
| Dec 2025 | $262.6M | $222.7M | $40.0M |
| Nov 2025 | $210.6M | $204.8M | $5.8M |
| Oct 2025 | $189.3M | $191.0M | −$1.7M |
| Sep 2025 | $166.8M | $164.2M | $2.6M |
| Aug 2025 | $142.3M | $150.0M | −$7.7M |
| Jul 2025 | $124.5M | $134.7M | −$10.2M |
MXZHX Assets Under Management
Net assets of Empower Lifetime 2055 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $825.32M |
| 2026-03-31 | $726.53M |
| 2025-12-31 | $727.92M |
| 2025-09-30 | $700.16M |
| 2025-06-30 | $642.69M |
| 2025-03-31 | $596.79M |
| 2024-12-31 | $608.32M |
| 2024-09-30 | $615.42M |
| 2024-06-30 | $561.92M |
| 2024-03-31 | $544.91M |
| 2023-12-31 | $501.85M |
| 2023-09-30 | $442.32M |
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.