Invesco New Economy Index

Overview

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The Invesco New Economy Index is an equity-focused, target volatility index.  The index seeks strong risk-adjusted returns by allocating to a combination of the innovation-based Invesco QQQ ETF (QQQ) and Invesco Galaxy Bitcoin ETF (BTCO) while maintaining a 12.5% volatility target.

Performance1

as of Mar 26, 2026

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Selected Time Period Performance

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Latest Returns

as of Mar 26, 2026
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco New Economy Index 21,585.12 -1.52 -2.21 -6.81 -6.81

Annualized Returns

as of Mar 26, 2026
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco New Economy Index -1.72 10.46 5.96 17.04

Calendar Year Performance

Year 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Invesco New Economy Index - ER 24.28% 39.96% 23.64% 108.37% -1.69% 4.89% 21.60% 83.71% -12.53% 29.34% 29.23% 17.77% -18.44% 32.23% 19.92% 0.76%

 

Asset Allocation2

as of

Historical Asset Allocation2

as of

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1.
The index was launched on September 30, 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.
Component allocations may not sum to 100% due to the process for targeting volatility. When volatility exceeds the target, allocations may sum to less than 100% as exposures need to be reduced to return index volatility to its target. The difference is assumed to be non-remunerated cash; that is, cash that does not pay interest or contribute to index returns.