Invesco Balanced-Risk Retirement 2040 Fund

Scorecard
3 / 5 Stars
Lipper
2 1 4 1 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 7.6
Mean 0.68
Sharpe Ratio 1.07
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 41.92 60.7
Beta 0.59 1.12
Alpha 3.26 1.28