Invesco Balanced-Risk Retirement 2040 Fund

Scorecard
3 / 5 Stars
Lipper
2 1 4 4 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 7.49
Mean 0.72
Sharpe Ratio 1.14
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 40.96 59.59
Beta 0.58 1.09
Alpha 3.83 1.88