Invesco Balanced-Risk Allocation Fund

Scorecard
5 / 5 Stars
Lipper
5 2 5 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 6.97
Mean 0.7
Sharpe Ratio 1.19
Bear Market Decile Rank 1

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate Income
R-Squared 42.37 61.23
Beta 0.54 1.03
Alpha 3.8 1.98