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 May 1, 2025

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Selected Time Period Performance

Start Date
Start Level
End Date
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Latest Returns2

as of May 1, 2025
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco Peak Index - ER 2706.55 -0.17 -0.17 -1.76 -2.66

Annualized Returns

as of May 1, 2025
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco Peak Index - ER 0.23 -0.16 0.43 2.75

Top 10 Constituents

as of Mar 31, 2025
Constituent Weight (%) Sector
Apple Inc 6.55 Technology
Meta Platforms Inc 5.45 Technology
NVIDIA Corp 4.99 Technology
Alphabet Inc 4.70 Technology
Mastercard Inc 3.91 Technology
Gilead Sciences Inc 3.73 Healthcare
Johnson & Johnson 3.36 Healthcare
Booking Holdings Inc 3.04 Cons Cyclicals
AbbVie Inc 2.64 Healthcare
Bristol-Myers Squibb Co 1.96 Healthcare

Characteristics

as of Mar 31, 2025
Number of Constituents: 226
Constituent Market Cap (USD millions)
Max Market Cap 3336859.00
Min Market Cap 2126.61
Mean Market Cap 82256.45
Median Market Cap 19526.93

Economic Sectors3

as of Mar 31, 2025
Holdings % of total net assets
Technology 35.888254
Healthcare 16.723365
Cons Cyclicals 10.502369
Financials 9.276924
Industrials 8.98389
Energy 5.710976
Cons Non-Cyclicals 4.352821
Real Estate 3.93187
Utilities 3.129351
Basic Materials 1.50018
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 November 1, 2024. 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