Invesco Balanced-Risk Retirement 2030 Fund

Scorecard
2 / 5 Stars
Lipper
3 1 4 2 2
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 7.22
Mean 0.68
Sharpe Ratio 1.13
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 42.42 61.15
Beta 0.56 1.06
Alpha 3.5 1.62