Invesco QQQ Growth Index

Overview

Back to Invesco QQQ Growth Index

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 Jun 25, 2026

Invalid Date Range Selected: Please select a valid date range.

Selected Time Period Performance

Start Date
Start Level
End Date
End Level

Latest Returns2

as of Jun 25, 2026
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco QQQ Growth Index 7,877.18 0.22 -3.11 10.21 4.82

Annualized Returns2

as of Jun 25, 2026
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco QQQ Growth Index 12.24 4.71 4.75 11.52

Calendar Year Performance

Year 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Invesco QQQ Growth Index 9.9% -6.2% 3.6% 5.1% -12.6% 25.3% 22.7% 3.6% 17.9% 24.1% 18.9% 3.0% -2.1% 35.1% 5.8% 26.1% 21.6% 15.6% -20.2% 30.5% 4.4% -0.6%

 

Historical Asset Allocation3

as of

Invalid Date Range Selected: Please select a valid date range.

Asset Allocation

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.
Component allocations may not sum to 100%. When realized volatility exceeds the target, the Index reduces component allocations below 100%. Conversely, when realized volatility decreases below the target, allocations may sum to more than 100%. The difference is nonrenumerated cash; that is cash that does not pay interest or contribute to index returns.