Invesco Peak Index

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 Feb 2, 2023

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Selected Time Period Performance

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Latest Returns2

as of Feb 2, 2023
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco Peak Index - ER 2676.17 0.38 0.85 2.43 2.43

Annualized Returns2

as of Feb 2, 2023
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco Peak Index - ER -6.50 0.22 1.74 4.32

Top 10 Constituents

as of Jan 31, 2023
Constituent Weight (%) Sector
Apple Inc 6.02 Technology
Amazon.com Inc 5.29 Cons Cyclicals
Alphabet Inc 4.90 Technology
Berkshire Hathaway Inc 3.57 Cons Non-Cyclicals
Meta Platforms Inc 3.30 Technology
Exxon Mobil Corp 3.11 Energy
UnitedHealth Group Inc 2.85 Healthcare
Procter & Gamble Co/The 2.50 Cons Non-Cyclicals
Eli Lilly & Co 2.33 Healthcare
Home Depot Inc/The 2.12 Cons Cyclicals

Characteristics

as of Jan 31, 2023
Number of Constituents: 239
Constituent Market Cap (USD millions)
Max Market Cap 2,285,005
Min Market Cap 1,719
Mean Market Cap 66,469
Median Market Cap 18,308

Economic Sectors3

as of Jan 31, 2023
Holdings % of total net assets
Technology 30.283609
Cons Cyclicals 16.129363
Healthcare 14.311103
Cons Non-Cyclicals 12.713493
Industrials 7.967953
Financials 6.190194
Energy 4.85724
Basic Materials 3.371237
Real Estate 2.742801
Utilities 1.433008
Totals may not add up to 100% due to rounding.

Asset Allocation

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Historical Asset Allocation

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1.
The index was launched on February 18, 2022. 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 3-month USD LIBOR.
3.
Sectors based on Thomson Reuters Business Classification (TRBC) sectors