Invesco Peak Index

Overview

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The Invesco Peak Index ("the Index") is a multi-asset, target volatility index. The Index provides exposure to equities with a focus on high-quality companies and to fixed income through US 2- and 10-year Treasury bonds. Asset class allocation is dynamically updated daily to seek to provide a consistent volatility profile of 5%.

Performance1

as of May 2, 2024

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Selected Time Period Performance

Start Date
Start Level
End Date
End Level

Latest Returns2

as of May 2, 2024
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco Peak Index - ER 2710.69 0.39 0.52 -2.27 0.24

Annualized Returns2

as of May 2, 2024
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco Peak Index - ER 1.73 -1.51 1.63 3.50

Top 10 Constituents

as of Apr 30, 2024
Constituent Weight (%) Sector
NVIDIA Corp 7.66 Technology
Meta Platforms Inc 5.61 Technology
Apple Inc 5.54 Technology
Amazon.com Inc 5.27 Cons Cyclicals
Alphabet Inc 5.26 Technology
Eli Lilly & Co 3.42 Healthcare
Merck & Co Inc 3.04 Healthcare
Exxon Mobil Corp 2.75 Energy
Johnson & Johnson 2.74 Healthcare
Procter & Gamble Co/The 2.38 Cons Non-Cyclicals

Characteristics

as of Apr 30, 2024
Number of Constituents: 228
Constituent Market Cap (USD millions)
Max Market Cap 2,630,218
Min Market Cap 2,213
Mean Market Cap 88,114
Median Market Cap 18,714

Economic Sectors3

as of Apr 30, 2024
Holdings % of total net assets
Technology 34.561165
Healthcare 16.552591
Cons Cyclicals 14.33924
Cons Non-Cyclicals 8.134802
Energy 7.864451
Financials 6.696164
Industrials 5.523511
Real Estate 3.134304
Utilities 1.959559
Basic Materials 1.234212
Totals may not add up to 100% due to rounding.

Asset Allocation

as of

Historical Asset Allocation

as of

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1.
The index was launched on April 2, 2020. All data prior to its launch date is back-tested (i.e. calculations of how the index might have performed over that time period had the index existed). Back-tested performance is subject to inherent limitations because it reflects retroactive application of an Index methodology and selection of index constituents with the benefit of hindsight. Past performance, actual or back-tested, is no guarantee of future performance.
2.
The excess return reflects the contribution from Fixed Income, Equity less a reference rate, and an annual 0.50% Index performance reduction. As of September 30, 2020, the reference rate is 3-month USD LIBOR.
3.
Sectors based on Thomson Reuters Business Classification (TRBC) sectors