Invesco Balanced-Risk Retirement 2020 Fund

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

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 6.39
Mean 0.57
Sharpe Ratio 1.05
Bear Market Decile Rank 4

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate Income
R-Squared 42.6 61.47
Beta 0.5 0.94
Alpha 2.61 0.93