Invesco Balanced-Risk Retirement 2040 Fund

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

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 7.54
Mean 0.72
Sharpe Ratio 1.13
Bear Market Decile Rank 1

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Morningstar Lifetime Moderate Income
R-Squared 41.64 60.28
Beta 0.58 1.1
Alpha 3.75 1.79