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 | 2701.57 | 0.33 | -2.60 | -2.60 | -0.10 |
1 yr (%) | 3 yr (%) | 5 yr (%) | 10 yr (%) | |
---|---|---|---|---|
Excess Return | ||||
Invesco Peak Index - ER | 1.74 | -1.54 | 1.53 | 3.53 |
Constituent | Weight (%) | Sector |
---|---|---|
NVIDIA Corp | 7.64 | Technology |
Meta Platforms Inc | 6.04 | Technology |
Apple Inc | 5.32 | Technology |
Amazon.com Inc | 5.18 | Cons Cyclicals |
Alphabet Inc | 4.65 | Technology |
Eli Lilly & Co | 3.25 | Healthcare |
Merck & Co Inc | 2.96 | Healthcare |
Johnson & Johnson | 2.85 | Healthcare |
Exxon Mobil Corp | 2.58 | Energy |
Procter & Gamble Co/The | 2.26 | Cons Non-Cyclicals |
Number of Constituents: 228 | |
---|---|
Constituent Market Cap (USD millions) | |
Max Market Cap | 2,647,977 |
Min Market Cap | 2,377 |
Mean Market Cap | 91,430 |
Median Market Cap | 19,582 |
Holdings | % of total net assets |
---|---|
Technology | 34.296137 |
Healthcare | 16.731975 |
Cons Cyclicals | 14.717631 |
Cons Non-Cyclicals | 7.867777 |
Energy | 7.604406 |
Financials | 6.590523 |
Industrials | 5.738137 |
Real Estate | 3.348864 |
Utilities | 1.800608 |
Basic Materials | 1.303941 |
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