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%.

Performance

as of May 26, 2022

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Selected Time Period Performance

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Latest Returns

as of May 26, 2022
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco Peak Index - ER 2731.53 0.34 0.43 -1.91 -7.33

Annualized Returns

as of May 26, 2022
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco Peak Index - ER -4.17 3.19 4.57 5.09

Top 10 Constituents

as of Apr 30, 2022
Constituent Weight (%) Sector
Apple Inc 6.39 Technology
Alphabet Inc 4.28 Technology
Procter & Gamble Co/The 3.43 Cons Non-Cyclicals
Merck & Co Inc 3.32 Healthcare
Meta Platforms Inc 3.24 Technology
Home Depot Inc/The 3.07 Cons Cyclicals
Eli Lilly & Co 2.73 Healthcare
Walmart Inc 1.93 Cons Non-Cyclicals
AT&T Inc 1.81 Technology
Lowe's Cos Inc 1.75 Cons Cyclicals

Characteristics

as of Apr 30, 2022
Number of Constituents: 240
Constituent Market Cap (USD millions)
Max Market Cap 2,572,753
Min Market Cap 1,475
Mean Market Cap 56,480
Median Market Cap 17,932

Economic Sectors

as of Apr 30, 2022
Holdings % of total net assets
Technology 29.89973
Healthcare 16.093572
Cons Cyclicals 12.621421
Cons Non-Cyclicals 11.170285
Financials 8.932195
Industrials 7.706017
Real Estate 4.119654
Energy 3.243038
Utilities 3.208607
Basic Materials 3.00548
Totals may not add up to 100% due to rounding.

Asset Allocation

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Historical Asset Allocation

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