Invesco Peak Index

Overview

Back to Invesco Peak Index Home

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 Jun 30, 2025

Invalid Date Range Selected: Please select a valid date range.

Selected Time Period Performance

Start Date
Start Level
End Date
End Level

Latest Returns2

as of Jun 30, 2025
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco Peak Index - ER 2738.93 0.27 1.38 -0.58 -1.49

Annualized Returns

as of Jun 30, 2025
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco Peak Index - ER -1.71 0.86 0.40 2.97

Top 10 Constituents

as of Apr 30, 2025
Constituent Weight (%) Sector
Apple Inc 6.40 Technology
Meta Platforms Inc 5.30 Technology
NVIDIA Corp 5.12 Technology
Alphabet Inc 4.93 Technology
Mastercard Inc 3.99 Technology
Gilead Sciences Inc 3.62 Healthcare
Booking Holdings Inc 3.43 Cons Cyclicals
Johnson & Johnson 3.23 Healthcare
AbbVie Inc 2.51 Healthcare
Bristol-Myers Squibb Co 1.65 Healthcare

Characteristics

as of May 31, 2025
Number of Constituents: 224
Constituent Market Cap (USD millions)
Max Market Cap 3297172.00
Min Market Cap 682.71
Mean Market Cap 86267.96
Median Market Cap 20765.09

Economic Sectors3

as of Apr 30, 2025
Holdings % of total net assets
Technology 36.71522
Healthcare 15.903579
Cons Cyclicals 10.887931
Financials 9.285696
Industrials 9.019617
Energy 4.991339
Cons Non-Cyclicals 4.377391
Real Estate 3.981145
Utilities 3.346296
Basic Materials 1.491784
Totals may not add up to 100% due to rounding.

Asset Allocation

as of

Historical Asset Allocation

as of

Invalid Date Range Selected: Please select a valid date range.

1.
The index was launched on November 1, 2024. 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