The Invesco QQQ Portfolio Plus Index is a multi-asset, target volatility index that seeks to provide risk adjusted returns while maintaining a 12% volatility target. The centerpiece of the index is the Invesco QQQ exchange-traded fund (ETF) that is designed to track the Nasdaq-100 Index®, providing investors access to some of the most innovative companies in the world. The index adapts to changes in market conditions by adjusting allocations to equities, bonds, and commodities to help mitigate wild swings in the market.
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| Index Level | 1 Day (%) | MTD (%) | QTD (%) | YTD (%) | |
|---|---|---|---|---|---|
| Excess Return | |||||
| Invesco QQQ Portfolio Plus Index | 6479.89 | 1.29 | 2.51 | 3.68 | -3.42 |
| 1 yr (%) | 3 yr (%) | 5 yr (%) | 10 yr (%) | |
|---|---|---|---|---|
| Excess Return | ||||
| Invesco QQQ Portfolio Plus Index | 1.45 | 8.09 | 7.35 | 9.68 |
| Year | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Calendar Return (%) | 10.12 | -9.42 | 25.11 | 16.75 | 9.33 | 10.13 | 20.24 | 9.49 | 2.96 | -0.19 | 32.82 | -0.82 | 15.33 | 26.47 | 10.28 | -6.04 | 22.46 | 10.16 |
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