Invesco Balanced-Risk Allocation Fund

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

Risk

Volatility Measurements

Updated 03.31.2014

Standard Deviation 7.01
Mean 0.65
Sharpe Ratio 1.11
Bear Market Decile Rank 2

Modern Portfolio Theory Statistics

Updated 03.31.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate Income
R-Squared 42.27 61.78
Beta 0.55 1.04
Alpha 3.31 1.65