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 Jul 14, 2025

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Selected Time Period Performance

Start Date
Start Level
End Date
End Level

Latest Returns2

as of Jul 14, 2025
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco Peak Index - ER 2727.14 0.05 -0.43 -0.43 -1.92

Annualized Returns

as of Jul 14, 2025
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco Peak Index - ER -3.43 0.74 0.19 2.84

Top 10 Constituents

as of Jun 30, 2025
Constituent Weight (%) Sector
NVIDIA Corp 6.60 Technology
Meta Platforms Inc 5.60 Technology
Apple Inc 5.46 Technology
Alphabet Inc 5.15 Technology
AbbVie Inc 3.57 Healthcare
Mastercard Inc 3.49 Technology
Booking Holdings Inc 3.31 Cons Cyclicals
American Express Co 2.18 Financials
Goldman Sachs Group Inc/The 2.05 Financials
General Motors Co 1.88 Cons Cyclicals

Characteristics

as of Jun 30, 2025
Number of Constituents: 219
Constituent Market Cap (USD millions)
Max Market Cap 3854956.00
Min Market Cap 3156.47
Mean Market Cap 88052.88
Median Market Cap 19370.49

Economic Sectors3

as of Jun 30, 2025
Holdings % of total net assets
Technology 38.473223
Cons Cyclicals 12.159835
Financials 11.178104
Healthcare 10.250741
Industrials 9.680849
Cons Non-Cyclicals 4.883858
Utilities 4.099063
Real Estate 4.053433
Energy 3.220817
Basic Materials 2.000076
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