(KBWR) Invesco KBW Regional - Performance 12.4% in 12m
Compare KBWR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
44.93%
#28 in Group
Rel. Strength
70.20%
#2381 in Universe
Total Return 12m
12.43%
#24 in Group
Total Return 5y
81.30%
#22 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: KBWR (12.4%) 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: KBWR vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for KBWR
| Total Return (including Dividends) | KBWR | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -8.69% | -4.51% | -5.89% |
| 3 Months | -18.18% | -7.56% | -12.45% |
| 12 Months | 12.43% | 18.95% | 6.72% |
| 5 Years | 81.30% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | KBWR | XLF | S&P 500 |
| 1 Month | -73.6% | -71.4% | -74.5% |
| 3 Months | -88.7% | -76.1% | -88.2% |
| 12 Months | 63.1% | 87.3% | 66.1% |
| 5 Years | 31.0% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #29 | -4.38% | -2.98% |
| 3 Month | #28 | -11.5% | -6.55% |
| 12 Month | #24 | -5.48% | 5.34% |
| 5 Years | #28 | -22.1% | -9.83% |
FAQs
Does KBWR Invesco KBW Regional outperforms the market?
No,
over the last 12 months KBWR made 12.43%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months KBWR made -18.18%, while XLF made -7.56%.
Over the last 3 months KBWR made -18.18%, while XLF made -7.56%.
Performance Comparison KBWR vs Indeces and Sectors
KBWR vs. Indices KBWR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 6.17% | -2.80% | -2.86% | 5.71% |
| US NASDAQ 100 | QQQ | 7.03% | -2.41% | -2.33% | 6.90% |
| US Dow Jones Industrial 30 | DIA | 7.34% | -2.87% | -3.40% | 7.12% |
| German DAX 40 | DAX | 0.81% | 0.71% | -19.9% | -5.78% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.46% | -1.19% | -5.14% | 6.54% |
| Hongkong Hang Seng | HSI | 1.88% | 1.13% | -4.38% | -3.79% |
| India NIFTY 50 | INDA | 1.80% | -13.5% | -5.31% | 9.36% |
| Brasil Bovespa | EWZ | 2.61% | -3.61% | -5.81% | 21.9% |
KBWR vs. Sectors KBWR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.92% | -3.03% | -11.7% | -1.11% |
| Consumer Discretionary | XLY | 7.04% | -4.77% | -5.60% | 3.21% |
| Consumer Staples | XLP | 2.87% | -11.9% | -13.1% | -1.51% |
| Energy | XLE | 1.45% | 1.39% | -3.92% | 22.7% |
| Financial | XLF | 4.80% | -4.18% | -11.0% | -6.52% |
| Health Care | XLV | 5.77% | -1.32% | -1.46% | 13.0% |
| Industrial | XLI | 5.05% | -3.99% | -2.94% | 7.07% |
| Materials | XLB | 4.45% | -2.04% | 4.22% | 20.0% |
| Real Estate | XLRE | 0.83% | -5.80% | -4.21% | -4.68% |
| Technology | XLK | 7.53% | 0.24% | 3.95% | 13.6% |
| Utilities | XLU | 2.86% | -8.27% | -8.60% | -11.9% |
| Aerospace & Defense | XAR | 4.48% | -8.73% | -12.6% | -11.7% |
| Biotech | XBI | 2.61% | 3.19% | 11.7% | 21.3% |
| Homebuilder | XHB | 5.22% | -1.85% | 15.0% | 21.5% |
| Retail | XRT | 4.47% | -6.58% | 1.81% | 16.8% |