(KBWP) Invesco KBW Property - Performance 17.9% in 12m
Compare KBWP with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
93.35%
#2 in Group
Rel. Strength
75.77%
#1936 in Universe
Total Return 12m
17.87%
#15 in Group
Total Return 5y
143.20%
#7 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: KBWP (17.9%) 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: KBWP vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for KBWP
| Total Return (including Dividends) | KBWP | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.48% | -4.51% | -5.89% |
| 3 Months | 3.27% | -7.56% | -12.45% |
| 12 Months | 17.87% | 18.95% | 6.72% |
| 5 Years | 143.20% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | KBWP | XLF | S&P 500 |
| 1 Month | -52.9% | -71.4% | -74.5% |
| 3 Months | 58.6% | -76.1% | -88.2% |
| 12 Months | 80.0% | 87.3% | 66.1% |
| 5 Years | 96.4% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #2 | 2.13% | 3.62% |
| 3 Month | #3 | 11.7% | 18.0% |
| 12 Month | #15 | -0.90% | 10.5% |
| 5 Years | #11 | 4.46% | 21.0% |
FAQs
Does KBWP Invesco KBW Property outperforms the market?
No,
over the last 12 months KBWP made 17.87%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months KBWP made 3.27%, while XLF made -7.56%.
Over the last 3 months KBWP made 3.27%, while XLF made -7.56%.
Performance Comparison KBWP vs Indeces and Sectors
KBWP vs. Indices KBWP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.35% | 3.41% | 8.78% | 11.2% |
| US NASDAQ 100 | QQQ | 3.21% | 3.80% | 9.31% | 12.3% |
| US Dow Jones Industrial 30 | DIA | 3.52% | 3.34% | 8.24% | 12.6% |
| German DAX 40 | DAX | -3.01% | 6.92% | -8.28% | -0.34% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.64% | 5.02% | 6.50% | 12.0% |
| Hongkong Hang Seng | HSI | -1.94% | 7.34% | 7.26% | 1.65% |
| India NIFTY 50 | INDA | -2.02% | -7.25% | 6.33% | 14.8% |
| Brasil Bovespa | EWZ | -1.21% | 2.60% | 5.83% | 27.3% |
KBWP vs. Sectors KBWP is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.10% | 3.18% | -0.03% | 4.33% |
| Consumer Discretionary | XLY | 3.22% | 1.44% | 6.04% | 8.65% |
| Consumer Staples | XLP | -0.95% | -5.68% | -1.44% | 3.93% |
| Energy | XLE | -2.37% | 7.60% | 7.72% | 28.2% |
| Financial | XLF | 0.98% | 2.03% | 0.66% | -1.08% |
| Health Care | XLV | 1.95% | 4.89% | 10.2% | 18.4% |
| Industrial | XLI | 1.23% | 2.22% | 8.70% | 12.5% |
| Materials | XLB | 0.63% | 4.17% | 15.9% | 25.4% |
| Real Estate | XLRE | -2.99% | 0.41% | 7.43% | 0.76% |
| Technology | XLK | 3.71% | 6.45% | 15.6% | 19.1% |
| Utilities | XLU | -0.96% | -2.06% | 3.04% | -6.50% |
| Aerospace & Defense | XAR | 0.66% | -2.52% | -0.98% | -6.29% |
| Biotech | XBI | -1.21% | 9.40% | 23.3% | 26.8% |
| Homebuilder | XHB | 1.40% | 4.36% | 26.7% | 27.0% |
| Retail | XRT | 0.65% | -0.37% | 13.5% | 22.3% |