See what your fund actually adds
Empower Lifetime 2030 Fund Investor Class MXATX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | MXATX | Replication |
|---|---|---|
| Annualized growth | 5.1% | 4.6% |
| Annualized volatility | 10.1% | 9.0% |
| Sharpe ratio | 0.54 | 0.55 |
| Maximum drawdown | 21.1% | 20.1% |
| Replication fit (R²) | 0.96 · Tracking error 1.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model MXATX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| AGG | FI · Aggregate | 35.5% |
| SPHY | FI · High Yield | 21.0% |
| VOO | US Large Cap | 17.7% |
| EFG | Intl · Growth | 14.5% |
| IJH | US Mid Cap | 11.2% |