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%.
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Index Level | 1 Day (%) | MTD (%) | QTD (%) | YTD (%) | |
---|---|---|---|---|---|
Excess Return | |||||
Invesco Peak Index - ER | 2731.53 | 0.34 | 0.43 | -1.91 | -7.33 |
1 yr (%) | 3 yr (%) | 5 yr (%) | 10 yr (%) | |
---|---|---|---|---|
Excess Return | ||||
Invesco Peak Index - ER | -4.17 | 3.19 | 4.57 | 5.09 |
Constituent | Weight (%) | Sector |
---|---|---|
Apple Inc | 6.39 | Technology |
Alphabet Inc | 4.28 | Technology |
Procter & Gamble Co/The | 3.43 | Cons Non-Cyclicals |
Merck & Co Inc | 3.32 | Healthcare |
Meta Platforms Inc | 3.24 | Technology |
Home Depot Inc/The | 3.07 | Cons Cyclicals |
Eli Lilly & Co | 2.73 | Healthcare |
Walmart Inc | 1.93 | Cons Non-Cyclicals |
AT&T Inc | 1.81 | Technology |
Lowe's Cos Inc | 1.75 | Cons Cyclicals |
Number of Constituents: 240 | |
---|---|
Constituent Market Cap (USD millions) | |
Max Market Cap | 2,572,753 |
Min Market Cap | 1,475 |
Mean Market Cap | 56,480 |
Median Market Cap | 17,932 |
Holdings | % of total net assets |
---|---|
Technology | 29.89973 |
Healthcare | 16.093572 |
Cons Cyclicals | 12.621421 |
Cons Non-Cyclicals | 11.170285 |
Financials | 8.932195 |
Industrials | 7.706017 |
Real Estate | 4.119654 |
Energy | 3.243038 |
Utilities | 3.208607 |
Basic Materials | 3.00548 |
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