Invesco Balanced-Risk Retirement 2040 Fund

Scorecard
1 / 5 Stars
Lipper
2 1 4 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
C- (Hold)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 7.6
Mean 0.69
Sharpe Ratio 1.09
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 42.01 60.67
Beta 0.59 1.12
Alpha 3.41 1.43