Invesco QQQ Growth Index

Overview

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The Invesco QQQ Growth Index (“the Index”) is a multi-asset, target volatility index. The Index seeks to provide risk adjusted returns while maintaining a 12.5% volatility target by allocating to the Invesco QQQ ETF, as well as two bond components and cash that seeks to further diversify the asset exposures. The Index aims to maintain a 12.5% volatility level by utilizing Salt Financial’s truVol methodology.

Performance1

as of Nov 19, 2024

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Selected Time Period Performance

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Latest Returns2

as of Nov 19, 2024
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco QQQ Growth Index 7481.57 0.53 0.95 -2.88 3.35

Annualized Returns2

as of Nov 19, 2024
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco QQQ Growth Index 8.55 2.37 9.37 10.89

Historical Asset Allocation

as of

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Asset Allocation4

as of
1.
The index was launched on May 10, 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 Calculator computes one return type for the Index on a daily basis: excess return. The excess return reflects the contribution from Fixed Income and Equity less an annual 0.50% index performance reduction.
3.
There is no guarantee the 12.5% volatility target will be met. Diversification/ Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns and does not assure a profit or protect against loss.
4.
Forward-looking statements are not guarantees of future results. They involve risks, uncertainties and assumptions. There can be no assurance that actual results will not differ materially from expectations. Diversification/Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns and does not assure a profit or protect against loss. In general, equity values fluctuate, sometimes widely, in response to activities specific to the company as well as general market, economic and political conditions. Investments focused in a particular sector, such as technology, are subject to greater risk, and are more greatly impacted by market volatility, than more diversified investments. There is no assurance that the index discussed in this material will achieve their investment objectives. Holding cash or cash equivalents may negatively affect performance. Although bonds generally present less short-term risk and volatility than stocks, the bond market is volatile and investing in bonds involves interest rate risk; as interest rates rise, bond prices usually fall, and vice versa. Bonds also entail issuer and counterparty credit risk, and the risk of default. Additionally, bonds generally involve greater inflation risk than stocks. This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.