Invesco Balanced-Risk Retirement 2020 Fund

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

Risk

Volatility Measurements

Updated 03.31.2014

Standard Deviation 6.42
Mean 0.55
Sharpe Ratio 1.02
Bear Market Decile Rank 3

Modern Portfolio Theory Statistics

Updated 03.31.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate Income
R-Squared 42.24 61.85
Beta 0.5 0.95
Alpha 2.47 0.94