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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