Invesco Balanced-Risk Retirement 2020 Fund

Scorecard
3 / 5 Stars
Lipper
3 1 5 5 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 6.44
Mean 0.65
Sharpe Ratio 1.2
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 41.86 60.79
Beta 0.5 0.95
Alpha 3.59 1.9