(KBWB) Invesco KBW Bank - Performance 20% in 12m
Compare KBWB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
48.09%
#27 in Group
Rel. Strength
75.18%
#1981 in Universe
Total Return 12m
19.95%
#14 in Group
Total Return 5y
95.28%
#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: KBWB (20%) vs XLF (22.7%)
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 |
|---|---|---|---|---|---|---|---|---|
| IAK NYSE ARCA iShares U.S. Insurance |
-5.23% | 18.2% | 190% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-4.98% | 16.6% | 163% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-6.74% | 17.2% | 147% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
4.05% | 41.2% | 189% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
0.25% | 26.9% | 144% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
0.63% | 27.7% | 175% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-8.48% | 0.16% | 155% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.01% | 22.7% | 145% | - | - | - | - | - |
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 | -2.20% | -2.01% | -0.45% |
| 3 Months | -12.38% | -4.55% | -6.29% |
| 12 Months | 19.95% | 22.67% | 13.04% |
| 5 Years | 95.28% | 144.84% | 111.82% |
| Trend Score (consistency of price movement) | KBWB | XLF | S&P 500 |
| 1 Month | 57.6% | 52.2% | 47.5% |
| 3 Months | -85.3% | -79.5% | -87.3% |
| 12 Months | 70.4% | 83.3% | 54.3% |
| 5 Years | 30.4% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #15 | -0.19% | -1.76% |
| 3 Month | #30 | -8.20% | -6.49% |
| 12 Month | #14 | -2.22% | 6.11% |
| 5 Years | #27 | -20.2% | -7.80% |
FAQs
Does KBWB Invesco KBW Bank outperforms the market?
No,
over the last 12 months KBWB made 19.95%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.67%.
Over the last 3 months KBWB made -12.38%, while XLF made -4.55%.
Over the last 3 months KBWB made -12.38%, while XLF made -4.55%.
Performance Comparison KBWB vs Indeces and Sectors
KBWB vs. Indices KBWB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.94% | -1.75% | 0.60% | 6.91% |
| US NASDAQ 100 | QQQ | -1.86% | -4.10% | -0.11% | 4.98% |
| US Dow Jones Industrial 30 | DIA | -0.40% | 0.65% | 1.36% | 10.7% |
| German DAX 40 | DAX | -0.58% | -1.98% | -17.5% | -5.06% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.71% | 1.01% | 4.30% | 15.0% |
| Hongkong Hang Seng | HSI | -0.54% | -0.68% | 0.07% | 7.02% |
| India NIFTY 50 | INDA | 1.58% | -7.08% | 0.72% | 17.1% |
| Brasil Bovespa | EWZ | 0.69% | -5.03% | -5.10% | 26.7% |
KBWB vs. Sectors KBWB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.09% | -1.60% | -5.38% | -3.51% |
| Consumer Discretionary | XLY | -0.97% | -1.61% | -0.57% | 5.28% |
| Consumer Staples | XLP | 1.12% | -1.38% | -3.50% | 9.01% |
| Energy | XLE | 3.32% | 11.8% | 5.74% | 29.3% |
| Financial | XLF | 0.17% | -0.19% | -6.33% | -2.72% |
| Health Care | XLV | 1.76% | 2.47% | 5.76% | 21.2% |
| Industrial | XLI | -1.26% | -2.50% | -0.44% | 9.26% |
| Materials | XLB | 0.87% | 1.02% | 8.44% | 24.4% |
| Real Estate | XLRE | -0.83% | -1.10% | 0.44% | 1.59% |
| Technology | XLK | -2.50% | -4.63% | 3.55% | 9.51% |
| Utilities | XLU | 0.34% | -2.30% | -3.82% | -0.84% |
| Aerospace & Defense | XAR | -1.97% | -9.18% | -13.3% | -7.53% |
| Biotech | XBI | -0.78% | -7.75% | 15.9% | 25.3% |
| Homebuilder | XHB | 0.33% | -0.12% | 15.6% | 26.1% |
| Retail | XRT | 0.30% | -1.04% | 6.56% | 21.5% |