Invesco Balanced-Risk Allocation Fund

Scorecard
4 / 5 Stars
Lipper
4 2 4 2 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 6.99
Mean 0.65
Sharpe Ratio 1.11
Bear Market Decile Rank 2

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate Income
R-Squared 42.65 61.4
Beta 0.55 1.03
Alpha 3.25 1.42