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 7.57
Mean 0.63
Sharpe Ratio 0.99
Bear Market Decile Rank 3

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate Income
R-Squared 42.1 60.65
Beta 0.59 1.11
Alpha 2.68 0.71