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 25, 2024

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Selected Time Period Performance

Start Date
Start Level
End Date
End Level

Latest Returns2

as of Jul 25, 2024
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco Peak Index - ER 2785.40 0.09 -0.04 -0.04 3.00

Annualized Returns2

as of Jul 25, 2024
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco Peak Index - ER 3.15 -1.67 1.58 3.43

Top 10 Constituents

as of Jun 30, 2024
Constituent Weight (%) Sector
NVIDIA Corp 6.54 Technology
Apple Inc 6.49 Technology
Meta Platforms Inc 5.23 Technology
Alphabet Inc 5.07 Technology
Merck & Co Inc 3.94 Healthcare
Johnson & Johnson 2.48 Healthcare
Adobe Inc 2.25 Technology
Home Depot Inc/The 2.19 Cons Cyclicals
AbbVie Inc 2.00 Healthcare
Booking Holdings Inc 1.74 Cons Cyclicals

Characteristics

as of Jun 30, 2024
Number of Constituents: 235
Constituent Market Cap (USD millions)
Max Market Cap 3,229,668
Min Market Cap 2,999
Mean Market Cap 81,353
Median Market Cap 18,720

Economic Sectors3

as of Jun 30, 2024
Holdings % of total net assets
Technology 38.11838
Healthcare 14.72889
Cons Cyclicals 11.51094
Financials 10.852772
Industrials 7.691273
Cons Non-Cyclicals 5.255961
Energy 4.592633
Real Estate 3.241235
Utilities 2.522624
Basic Materials 1.485291
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 3-month USD LIBOR.
3.
Sectors based on Thomson Reuters Business Classification (TRBC) sectors