Invesco Balanced-Risk Retirement 2040 Fund

Scorecard
2 / 5 Stars
Lipper
2 1 4 3 1
Zacks Investment Research
---
Standard & Poor's
2 / 5 Stars
TheStreet.com
C+ (Hold)

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 7.61
Mean 0.82
Sharpe Ratio 1.29
Bear Market Decile Rank 1

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate Income
R-Squared 39.38 59.46
Beta 0.58 1.14
Alpha 4.48 2.42

See Also:

Top Invesco Funds