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 Dec 5, 2025

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Selected Time Period Performance

Start Date
Start Level
End Date
End Level

Latest Returns2

as of Dec 5, 2025
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco Peak Index - ER 2,822.48 -0.01 -0.07 0.78 1.51

Annualized Returns

as of Dec 5, 2025
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco Peak Index - ER -1.64 2.29 0.43 3.42

Top 10 Constituents

as of Nov 30, 2025
Constituent Weight (%) Sector
Alphabet Inc 8.41 Technology
Apple Inc 6.68 Technology
NVIDIA Corp 6.64 Technology
Meta Platforms Inc 4.42 Technology
AbbVie Inc 3.93 Healthcare
Mastercard Inc 3.08 Technology
Booking Holdings Inc 2.53 Cons Cyclicals
General Motors Co 2.52 Cons Cyclicals
American Express Co 2.25 Financials
Goldman Sachs Group Inc/The 2.15 Financials

Characteristics

as of Nov 30, 2025
Number of Constituents: 219
Constituent Market Cap (USD millions)
Max Market Cap 4301100.00
Min Market Cap 3115.09
Mean Market Cap 103966.43
Median Market Cap 19774.28

Economic Sectors3

as of Nov 30, 2025
Holdings % of total net assets
Technology 40.951472
Cons Cyclicals 11.844843
Healthcare 11.362179
Financials 10.871603
Industrials 8.934953
Cons Non-Cyclicals 4.125607
Utilities 3.806655
Real Estate 3.775941
Energy 2.804072
Basic Materials 1.522673
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