(KBWB) Invesco KBW Bank - Performance 30.7% in 12m
KBWB performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
44.72%
#22 in Peer-Group
Rel. Strength
78.51%
#1632 in Stock-Universe
Total Return 12m
30.72%
#4 in Peer-Group
Total Return 5y
93.20%
#19 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 71.74 USD |
| 52 Week Low | 51.13 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 56.94 |
| Buy/Sell Signal +-5 | 2.17 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: KBWB (30.7%) vs XLF (22.9%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| KBWP NASDAQ Invesco KBW Property |
-3.46% | 18% | 137% | - | - | - | - | - |
| IAK NYSE ARCA iShares U.S. Insurance |
-4.48% | 16.3% | 160% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-2.64% | 17.2% | 130% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
-1.21% | 41.2% | 168% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
1.44% | 37.5% | 179% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
-1.08% | 28.2% | 129% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.71% | 22.9% | 131% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-0.19% | 5.35% | 124% | - | - | - | - | - |
Performance Comparison: KBWB vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for KBWB
| Total Return (including Dividends) | KBWB | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.04% | -2.71% | 0.44% |
| 3 Months | 6.84% | 1.68% | 5.66% |
| 12 Months | 30.72% | 22.93% | 10.61% |
| 5 Years | 93.20% | 131.07% | 105.96% |
| Trend Score (consistency of price movement) | KBWB | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 56.8% | -9% | 83% |
| 3 Months | 70.3% | 64.3% | 77.5% |
| 12 Months | 55.4% | 78.5% | 43.1% |
| 5 Years | 30% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #7 | 2.83% | -0.39% |
| 3 Month | #5 | 5.07% | 1.11% |
| 12 Month | #5 | 6.34% | 18.18% |
| 5 Years | #21 | -16.39% | -6.19% |
FAQs
Does Invesco KBW Bank (KBWB) outperform the market?
Yes,
over the last 12 months KBWB made 30.72%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.93%.
Over the last 3 months KBWB made 6.84%, while XLF made 1.68%.
Performance Comparison KBWB vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
KBWB vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.4% | -0.4% | 3.4% | 20% |
| US NASDAQ 100 | QQQ | 1.3% | -1.3% | 2.8% | 20% |
| German DAX 40 | DAX | 2.3% | 2.6% | -10.2% | 4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.4% | 0.4% | 5.7% | 17% |
| Hongkong Hang Seng | HSI | 1.9% | -3.8% | -13.4% | 3% |
| India NIFTY 50 | INDA | 2.2% | 1.9% | 5.9% | 32% |
| Brasil Bovespa | EWZ | -1.2% | -1.5% | -19.3% | 20% |
KBWB vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.5% | -1.5% | -0.8% | 7% |
| Consumer Discretionary | XLY | 1.9% | 3.1% | 13.4% | 13% |
| Consumer Staples | XLP | 2.3% | 2.3% | 3.7% | 24% |
| Energy | XLE | -1.3% | -4.4% | -1.5% | 30% |
| Financial | XLF | 1.9% | 2.8% | 0.1% | 8% |
| Health Care | XLV | 3% | 0.9% | 7.4% | 38% |
| Industrial | XLI | 1.5% | 1.5% | -2.4% | 14% |
| Materials | XLB | 2% | 0.3% | 2% | 32% |
| Real Estate | XLRE | 1.3% | 0.7% | -0.3% | 18% |
| Technology | XLK | 0.8% | -3% | 1.7% | 24% |
| Utilities | XLU | 2% | 2.4% | -2.8% | 12% |
| Aerospace & Defense | XAR | 1.3% | -4.2% | -15% | -10% |
| Biotech | XBI | 2.4% | -3.7% | 13.9% | 39% |
| Homebuilder | XHB | 4.1% | 6.6% | 16.4% | 40% |
| Retail | XRT | 1.5% | 0% | 10% | 28% |
KBWB vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -9.2% | -20.0% | -7.35% | 27% |
| Natural Gas | UNG | -12.1% | -15.5% | -11.5% | 36% |
| Gold | GLD | 1% | -4.1% | -23.5% | -12% |
| Silver | SLV | -0.3% | -13.1% | -19.5% | 12% |
| Copper | CPER | 0.1% | -4.3% | -13% | 23% |
KBWB vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1% | -1% | 5.5% | 35% |
| iShares High Yield Corp. Bond | HYG | 0.5% | -0.7% | 1.6% | 22% |