Invesco Balanced-Risk Retirement 2020 Fund

Scorecard
2 / 5 Stars
Lipper
4 1 5 3 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 6.43
Mean 0.63
Sharpe Ratio 1.16
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 42.25 61.26
Beta 0.5 0.95
Alpha 3.38 1.69