Invesco Balanced-Risk Retirement 2030 Fund

Scorecard
3 / 5 Stars
Lipper
3 1 4 3 1
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 7.16
Mean 0.71
Sharpe Ratio 1.17
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 42.33 61.22
Beta 0.56 1.06
Alpha 3.81 1.94