(KBWD) Invesco KBW High - Performance -0.3% in 12m
Compare KBWD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
56.39%
#22 in Group
Rel. Strength
45.86%
#4325 in Universe
Total Return 12m
-0.32%
#33 in Group
Total Return 5y
86.59%
#21 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: KBWD (-0.3%) vs XLF (19%)
5y Drawdown (Underwater) Chart
Top Performers in Financial
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| KIE NYSE ARCA SPDR S&P Insurance |
-4.05% | 19.5% | 141% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-2.48% | 17.9% | 143% | - | - | - | - | - |
| IAK NYSE ARCA iShares U.S. Insurance |
-4.27% | 19% | 175% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
-3.16% | 37.6% | 188% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-7.67% | 2.51% | 161% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
-5.57% | 21% | 153% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
-4.4% | 23% | 134% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-4.51% | 19% | 133% | - | - | - | - | - |
Performance Comparison: KBWD vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for KBWD
| Total Return (including Dividends) | KBWD | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -12.44% | -4.51% | -5.89% |
| 3 Months | -11.20% | -7.56% | -12.45% |
| 12 Months | -0.32% | 18.95% | 6.72% |
| 5 Years | 86.59% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | KBWD | XLF | S&P 500 |
| 1 Month | -86.8% | -71.4% | -74.5% |
| 3 Months | -54.0% | -76.1% | -88.2% |
| 12 Months | 53.7% | 87.3% | 66.1% |
| 5 Years | 55.9% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #34 | -8.31% | -6.96% |
| 3 Month | #19 | -3.93% | 1.43% |
| 12 Month | #34 | -16.2% | -6.60% |
| 5 Years | #26 | -19.9% | -7.20% |
FAQs
Does KBWD Invesco KBW High outperforms the market?
No,
over the last 12 months KBWD made -0.32%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months KBWD made -11.20%, while XLF made -7.56%.
Over the last 3 months KBWD made -11.20%, while XLF made -7.56%.
Performance Comparison KBWD vs Indeces and Sectors
KBWD vs. Indices KBWD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.24% | -6.55% | -0.94% | -7.04% |
| US NASDAQ 100 | QQQ | 6.10% | -6.16% | -0.41% | -5.85% |
| US Dow Jones Industrial 30 | DIA | 6.41% | -6.62% | -1.48% | -5.63% |
| German DAX 40 | DAX | -0.12% | -3.04% | -18.0% | -18.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.53% | -4.94% | -3.22% | -6.21% |
| Hongkong Hang Seng | HSI | 0.95% | -2.62% | -2.46% | -16.5% |
| India NIFTY 50 | INDA | 0.87% | -17.2% | -3.39% | -3.39% |
| Brasil Bovespa | EWZ | 1.68% | -7.36% | -3.89% | 9.15% |
KBWD vs. Sectors KBWD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.99% | -6.78% | -9.75% | -13.9% |
| Consumer Discretionary | XLY | 6.11% | -8.52% | -3.68% | -9.54% |
| Consumer Staples | XLP | 1.94% | -15.6% | -11.2% | -14.3% |
| Energy | XLE | 0.52% | -2.36% | -2.0% | 9.97% |
| Financial | XLF | 3.87% | -7.93% | -9.06% | -19.3% |
| Health Care | XLV | 4.84% | -5.07% | 0.46% | 0.22% |
| Industrial | XLI | 4.12% | -7.74% | -1.02% | -5.68% |
| Materials | XLB | 3.52% | -5.79% | 6.14% | 7.22% |
| Real Estate | XLRE | -0.10% | -9.55% | -2.29% | -17.4% |
| Technology | XLK | 6.60% | -3.51% | 5.87% | 0.89% |
| Utilities | XLU | 1.93% | -12.0% | -6.68% | -24.7% |
| Aerospace & Defense | XAR | 3.55% | -12.5% | -10.7% | -24.5% |
| Biotech | XBI | 1.68% | -0.56% | 13.6% | 8.59% |
| Homebuilder | XHB | 4.29% | -5.60% | 17.0% | 8.79% |
| Retail | XRT | 3.54% | -10.3% | 3.73% | 4.07% |