Invesco Balanced-Risk Retirement 2020 Fund

Scorecard
3 / 5 Stars
Lipper
3 1 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 6.47
Mean 0.61
Sharpe Ratio 1.12
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 42.51 61.38
Beta 0.51 0.96
Alpha 3.1 1.4