See what your fund actually adds

Empower Lifetime 2040 Fund Investor Class MXBDX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

MXBDX compared with its replication portfolio
MeasureMXBDXReplication
Annualized growth6.7%7.7%
Annualized volatility12.8%13.3%
Sharpe ratio0.570.62
Maximum drawdown24.0%23.4%
Replication fit (R²)0.98 · Tracking error 1.7%

Replication portfolio

The published portfolio below is the investable basket used to model MXBDX’s historical return behavior.

MXBDX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap30.3%
SPHYFI · High Yield25.8%
EFGIntl · Growth24.6%
IJHUS Mid Cap15.7%
RSPFactor · Equal Weight3.6%