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 | 2743.26 | -0.31 | -0.02 | 1.44 | 1.44 |
1 yr (%) | 3 yr (%) | 5 yr (%) | 10 yr (%) | |
---|---|---|---|---|
Excess Return | ||||
Invesco Peak Index - ER | 4.27 | -0.65 | 2.00 | 3.72 |
Constituent | Weight (%) | Sector |
---|---|---|
NVIDIA Corp | 6.94 | Technology |
Meta Platforms Inc | 6.32 | Technology |
Apple Inc | 5.82 | Technology |
Amazon.com Inc | 5.26 | Cons Cyclicals |
Alphabet Inc | 4.42 | Technology |
Eli Lilly & Co | 3.26 | Healthcare |
Johnson & Johnson | 3.02 | Healthcare |
Merck & Co Inc | 2.96 | Healthcare |
Exxon Mobil Corp | 2.41 | Energy |
Procter & Gamble Co/The | 2.29 | Cons Non-Cyclicals |
Number of Constituents: 229 | |
---|---|
Constituent Market Cap (USD millions) | |
Max Market Cap | 2,791,123 |
Min Market Cap | 2,562 |
Mean Market Cap | 88,115 |
Median Market Cap | 19,494 |
Holdings | % of total net assets |
---|---|
Technology | 34.731043 |
Healthcare | 16.876377 |
Cons Cyclicals | 14.841214 |
Cons Non-Cyclicals | 7.882394 |
Energy | 7.019692 |
Financials | 6.545617 |
Industrials | 5.734741 |
Real Estate | 3.459077 |
Utilities | 1.628165 |
Basic Materials | 1.28168 |
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