See what your fund actually adds

Empower Lifetime 2050 Fund Investor Class MXBOX

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

Fund and replication metrics

MXBOX compared with its replication portfolio
MeasureMXBOXReplication
Annualized growth7.6%8.1%
Annualized volatility14.2%15.4%
Sharpe ratio0.590.58
Maximum drawdown25.5%26.2%
Replication fit (R²)0.98 · Tracking error 2.0%

Replication portfolio

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

MXBOX replication basket weights
TickerBuilding blockWeight
EFGIntl · Growth25.6%
VOOUS Large Cap25.4%
IJHUS Mid Cap19.9%
VWOEmerging Markets17.4%
RSPFactor · Equal Weight11.7%