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 | 2738.93 | 0.27 | 1.38 | -0.58 | -1.49 |
1 yr (%) | 3 yr (%) | 5 yr (%) | 10 yr (%) | |
---|---|---|---|---|
Excess Return | ||||
Invesco Peak Index - ER | -1.71 | 0.86 | 0.40 | 2.97 |
Constituent | Weight (%) | Sector |
---|---|---|
Apple Inc | 6.40 | Technology |
Meta Platforms Inc | 5.30 | Technology |
NVIDIA Corp | 5.12 | Technology |
Alphabet Inc | 4.93 | Technology |
Mastercard Inc | 3.99 | Technology |
Gilead Sciences Inc | 3.62 | Healthcare |
Booking Holdings Inc | 3.43 | Cons Cyclicals |
Johnson & Johnson | 3.23 | Healthcare |
AbbVie Inc | 2.51 | Healthcare |
Bristol-Myers Squibb Co | 1.65 | Healthcare |
Number of Constituents: 224 | |
---|---|
Constituent Market Cap (USD millions) | |
Max Market Cap | 3297172.00 |
Min Market Cap | 682.71 |
Mean Market Cap | 86267.96 |
Median Market Cap | 20765.09 |
Holdings | % of total net assets |
---|---|
Technology | 36.71522 |
Healthcare | 15.903579 |
Cons Cyclicals | 10.887931 |
Financials | 9.285696 |
Industrials | 9.019617 |
Energy | 4.991339 |
Cons Non-Cyclicals | 4.377391 |
Real Estate | 3.981145 |
Utilities | 3.346296 |
Basic Materials | 1.491784 |
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