See what your fund actually adds

Empower Lifetime 2025 Fund Investor Class MXELX

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

Fund and replication metrics

MXELX compared with its replication portfolio
MeasureMXELXReplication
Annualized growth4.4%3.4%
Annualized volatility8.9%7.1%
Sharpe ratio0.530.50
Maximum drawdown19.7%18.3%
Replication fit (R²)0.90 · Tracking error 2.9%

Replication portfolio

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

MXELX replication basket weights
TickerBuilding blockWeight
AGGFI · Aggregate29.0%
SPHYFI · High Yield24.6%
SCHPFI · TIPS18.9%
VOOUS Large Cap14.7%
EFGIntl · Growth12.8%