(KBWY) Invesco KBW Premium - Performance -0% in 12m
Compare KBWY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
24.05%
#23 in Group
Rel. Strength
46.18%
#4299 in Universe
Total Return 12m
-0.02%
#34 in Group
Total Return 5y
42.18%
#18 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: KBWY (-0%) vs XLRE (17.1%)
5y Drawdown (Underwater) Chart
Top Performers in Real Estate
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 |
|---|---|---|---|---|---|---|---|---|
| REZ NYSE ARCA iShares Residential |
-3.35% | 22.6% | 65.7% | - | - | - | - | - |
| USRT NYSE ARCA iShares Core U.S. REIT |
-4.2% | 14.5% | 58.7% | - | - | - | - | - |
| BBRE BATS JPMorgan BetaBuilders MSCI |
-4.28% | 14.2% | 57.7% | - | - | - | - | - |
| FRI NYSE ARCA First Trust S&P REIT |
-3.88% | 14.2% | 56.2% | - | - | - | - | - |
| RWR NYSE ARCA SPDR Dow Jones REIT |
-4.33% | 13.6% | 53.6% | - | - | - | - | - |
| XLRE NYSE ARCA The Real Estate Sector SPDR |
-2.89% | 17.1% | 43.8% | - | - | - | - | - |
| PPTY NYSE ARCA U.S. Diversified Real |
-5.77% | 8.54% | 43.4% | - | - | - | - | - |
| IYR NYSE ARCA iShares U.S. Real Estate |
-3.63% | 15.5% | 42.6% | - | - | - | - | - |
Performance Comparison: KBWY vs XLRE vs S&P 500
XLRE (The Real Estate Sector SPDR ETF) is the Sector Benchmark for KBWY
| Total Return (including Dividends) | KBWY | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | -7.85% | -2.89% | -5.89% |
| 3 Months | -11.80% | -2.68% | -12.45% |
| 12 Months | -0.02% | 17.11% | 6.72% |
| 5 Years | 42.18% | 43.78% | 101.06% |
| Trend Score (consistency of price movement) | KBWY | XLRE | S&P 500 |
| 1 Month | -77.0% | -63.6% | -74.5% |
| 3 Months | -86.6% | -27.5% | -88.2% |
| 12 Months | 7.10% | 46.6% | 66.1% |
| 5 Years | 29.0% | 43.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #29 | -5.11% | -2.09% |
| 3 Month | #36 | -9.37% | 0.74% |
| 12 Month | #34 | -14.6% | -6.32% |
| 5 Years | #22 | -1.11% | -29.3% |
FAQs
Does KBWY Invesco KBW Premium outperforms the market?
No,
over the last 12 months KBWY made -0.02%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 17.11%.
Over the last 3 months KBWY made -11.80%, while XLRE made -2.68%.
Over the last 3 months KBWY made -11.80%, while XLRE made -2.68%.
Performance Comparison KBWY vs Indeces and Sectors
KBWY vs. Indices KBWY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 6.28% | -1.96% | -13.7% | -6.74% |
| US NASDAQ 100 | QQQ | 7.14% | -1.57% | -13.2% | -5.55% |
| US Dow Jones Industrial 30 | DIA | 7.45% | -2.03% | -14.2% | -5.33% |
| German DAX 40 | DAX | 0.92% | 1.55% | -30.8% | -18.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.57% | -0.35% | -16.0% | -5.91% |
| Hongkong Hang Seng | HSI | 1.99% | 1.97% | -15.2% | -16.2% |
| India NIFTY 50 | INDA | 1.91% | -12.6% | -16.2% | -3.09% |
| Brasil Bovespa | EWZ | 2.72% | -2.77% | -16.7% | 9.45% |
KBWY vs. Sectors KBWY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 6.03% | -2.19% | -22.5% | -13.6% |
| Consumer Discretionary | XLY | 7.15% | -3.93% | -16.4% | -9.24% |
| Consumer Staples | XLP | 2.98% | -11.1% | -23.9% | -14.0% |
| Energy | XLE | 1.56% | 2.23% | -14.8% | 10.3% |
| Financial | XLF | 4.91% | -3.34% | -21.8% | -19.0% |
| Health Care | XLV | 5.88% | -0.48% | -12.3% | 0.52% |
| Industrial | XLI | 5.16% | -3.15% | -13.8% | -5.38% |
| Materials | XLB | 4.56% | -1.20% | -6.62% | 7.52% |
| Real Estate | XLRE | 0.94% | -4.96% | -15.1% | -17.1% |
| Technology | XLK | 7.64% | 1.08% | -6.89% | 1.19% |
| Utilities | XLU | 2.97% | -7.43% | -19.4% | -24.4% |
| Aerospace & Defense | XAR | 4.59% | -7.89% | -23.5% | -24.2% |
| Biotech | XBI | 2.72% | 4.03% | 0.85% | 8.89% |
| Homebuilder | XHB | 5.33% | -1.01% | 4.20% | 9.09% |
| Retail | XRT | 4.58% | -5.74% | -9.03% | 4.37% |