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 Mar 26, 2026

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Selected Time Period Performance

Start Date
Start Level
End Date
End Level

Latest Returns2

as of Mar 26, 2026
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco Peak Index - ER 2,732.11 -0.61 -3.74 -2.93 -2.93

Annualized Returns

as of Mar 26, 2026
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco Peak Index - ER -1.11 1.02 -0.52 2.96

Calendar Year Performance

Year 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Invesco Peak Index - ER 10.2% 3.9% 0.6% 3.4% 5.0% 2.5% 1.7% 12.1% 10.6% 6.1% 11.1% 5.9% -0.8% 3.6% 15.3% 0.2% 10.2% 5.1% 6.1% -11.4% 3.5% 2.8% 1.2%

 

Top 10 Constituents

as of Feb 28, 2026
Constituent Weight (%) Sector
NVIDIA Corp 6.49 Technology
Apple Inc 6.13 Technology
Alphabet Inc 5.34 Technology
Meta Platforms Inc 5.14 Technology
AbbVie Inc 4.01 Healthcare
Visa Inc 3.77 Industrials
GE Vernova Inc 3.18 Utilities
General Motors Co 3.10 Cons Cyclicals
Mastercard Inc 2.68 Technology
Booking Holdings Inc 2.30 Cons Cyclicals

Characteristics

as of Feb 28, 2026
Number of Constituents: 218
Constituent Market Cap (USD millions)
Max Market Cap 4305717.00
Min Market Cap 1844.30
Mean Market Cap 104291.41
Median Market Cap 20154.15

Economic Sectors3

as of Feb 28, 2026
Holdings % of total net assets
Technology 37.831959
Industrials 12.413281
Cons Cyclicals 11.577188
Healthcare 8.954694
Financials 8.019898
Utilities 6.54251
Cons Non-Cyclicals 4.515864
Energy 3.757945
Real Estate 3.534673
Basic Materials 2.851987
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 SOFR.
3.
Sectors based on Thomson Reuters Business Classification (TRBC) sectors