Invesco Balanced-Risk Retirement 2040 Fund

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

Risk

Volatility Measurements

Updated 03.31.2014

Standard Deviation 7.62
Mean 0.61
Sharpe Ratio 0.96
Bear Market Decile Rank 4

Modern Portfolio Theory Statistics

Updated 03.31.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate Income
R-Squared 41.94 61.11
Beta 0.59 1.12
Alpha 2.46 0.66