Invesco QQQ 15 Index

Overview

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The Invesco QQQ 15 Index (the “Index”) is a multi-asset index that seeks strong risk adjusted returns while maintaining 15% volatility target, utilizing an adaptive allocation focusing on the innovation-based Invesco QQQ ETF and a responsive volatility management methodology.

Performance1

as of Apr 23, 2025

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Selected Time Period Performance

Start Date
Start Level
End Date
End Level

Latest Returns

as of Apr 23, 2025
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco QQQ15 Index 8617.62 0.98 -1.16 -1.16 -9.23

Annualized Returns

as of Apr 23, 2025
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco QQQ15 Index 6.80 8.70 10.64 12.04

Calendar Year Performance

Year 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Invesco QQQ15 Index -0.34% 15.49% -20.63% 29.57% 17.01% -0.38% 18.21% 34.67% 16.09% -0.53% 2.58% 39.61% 2.90% 31.21% 25.23% 17.60% -15.53% 26.18% 17.50%

Asset Allocation2

as of

Historical Asset Allocation2

as of

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1.
The index was launched on March 3, 2025. 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 cash position is non-remunerated means that the amount of readily available cash does not directly generate income or provide any financial return; it simply represents the current level of liquid funds on hand, not a source of earnings itself. Holding cash or cash equivalents may negatively affect performance.