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 Aug 5, 2025

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Selected Time Period Performance

Start Date
Start Level
End Date
End Level

Latest Returns2

as of Aug 5, 2025
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco Peak Index - ER 2746.68 -0.16 0.48 0.28 -1.21

Annualized Returns

as of Aug 5, 2025
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco Peak Index - ER -1.66 0.47 0.11 2.84

Top 10 Constituents

as of Jul 31, 2025
Constituent Weight (%) Sector
NVIDIA Corp 7.30 Technology
Meta Platforms Inc 5.77 Technology
Alphabet Inc 5.51 Technology
Apple Inc 5.44 Technology
AbbVie Inc 3.57 Healthcare
Mastercard Inc 3.46 Technology
Booking Holdings Inc 3.10 Cons Cyclicals
Goldman Sachs Group Inc/The 2.06 Financials
American Express Co 2.02 Financials
General Motors Co 2.00 Cons Cyclicals

Characteristics

as of Jul 31, 2025
Number of Constituents: 218
Constituent Market Cap (USD millions)
Max Market Cap 4340028.00
Min Market Cap 3261.49
Mean Market Cap 91853.31
Median Market Cap 19453.04

Economic Sectors3

as of Jul 31, 2025
Holdings % of total net assets
Technology 39.668854
Cons Cyclicals 12.165973
Financials 10.915069
Healthcare 10.058523
Industrials 9.627921
Cons Non-Cyclicals 4.749076
Utilities 4.241213
Real Estate 4.092613
Energy 2.90947
Basic Materials 1.571287
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