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 Oct 16, 2025

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Selected Time Period Performance

Start Date
Start Level
End Date
End Level

Latest Returns2

as of Oct 16, 2025
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco Peak Index - ER 2793.02 0.03 -0.27 -0.27 0.45

Annualized Returns

as of Oct 16, 2025
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco Peak Index - ER -2.14 2.61 0.32 3.23

Top 10 Constituents

as of Sep 30, 2025
Constituent Weight (%) Sector
NVIDIA Corp 7.18 Technology
Alphabet Inc 6.55 Technology
Apple Inc 6.25 Technology
Meta Platforms Inc 5.13 Technology
AbbVie Inc 4.10 Healthcare
Mastercard Inc 3.26 Technology
Booking Holdings Inc 2.85 Cons Cyclicals
General Motors Co 2.15 Cons Cyclicals
Goldman Sachs Group Inc/The 2.12 Financials
American Express Co 2.10 Financials

Characteristics

as of Sep 30, 2025
Number of Constituents: 218
Constituent Market Cap (USD millions)
Max Market Cap 4533894.00
Min Market Cap 3288.21
Mean Market Cap 100335.75
Median Market Cap 20166.51

Economic Sectors3

as of Sep 30, 2025
Holdings % of total net assets
Technology 40.79156
Cons Cyclicals 12.050948
Financials 10.848502
Healthcare 10.617174
Industrials 9.121148
Cons Non-Cyclicals 4.35416
Utilities 3.935976
Real Estate 3.908287
Energy 2.891702
Basic Materials 1.480542
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