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 | 2816.16 | 0.01 | -1.49 | -1.49 | 4.14 |
1 yr (%) | 3 yr (%) | 5 yr (%) | 10 yr (%) | |
---|---|---|---|---|
Excess Return | ||||
Invesco Peak Index - ER | 9.83 | -1.07 | 1.85 | 3.54 |
Constituent | Weight (%) | Sector |
---|---|---|
Apple Inc | 6.72 | Technology |
NVIDIA Corp | 6.02 | Technology |
Meta Platforms Inc | 5.56 | Technology |
Alphabet Inc | 4.32 | Technology |
Merck & Co Inc | 3.39 | Healthcare |
Johnson & Johnson | 2.57 | Healthcare |
Home Depot Inc/The | 2.41 | Cons Cyclicals |
AbbVie Inc | 2.15 | Healthcare |
Adobe Inc | 1.96 | Technology |
Booking Holdings Inc | 1.73 | Cons Cyclicals |
Number of Constituents: 235 | |
---|---|
Constituent Market Cap (USD millions) | |
Max Market Cap | 3542555.25 |
Min Market Cap | 1864.06 |
Mean Market Cap | 85095.62 |
Median Market Cap | 19713.92 |
Holdings | % of total net assets |
---|---|
Technology | 36.481099 |
Healthcare | 15.812991 |
Financials | 11.180369 |
Cons Cyclicals | 10.514115 |
Industrials | 8.938204 |
Cons Non-Cyclicals | 4.944295 |
Energy | 3.987511 |
Real Estate | 3.745799 |
Utilities | 2.94222 |
Basic Materials | 1.453396 |