See what your fund actually adds
Empower Lifetime 2035 Fund Investor Class MXKLX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | MXKLX | Replication |
|---|---|---|
| Annualized growth | 5.9% | 5.2% |
| Annualized volatility | 11.5% | 9.4% |
| Sharpe ratio | 0.56 | 0.59 |
| Maximum drawdown | 22.7% | 21.9% |
| Replication fit (R²) | 0.92 · Tracking error 3.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model MXKLX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VCIT | FI · IG Credit | 38.1% |
| VOO | US Large Cap | 25.7% |
| EFG | Intl · Growth | 18.9% |
| SPHY | FI · High Yield | 17.2% |