Invesco Balanced-Risk Retirement 2040 Fund

Scorecard
2 / 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 02.28.2014

Standard Deviation 7.58
Mean 0.64
Sharpe Ratio 1.0
Bear Market Decile Rank 4

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate Income
R-Squared 42.18 60.71
Beta 0.59 1.11
Alpha 2.7 0.74