(KBWD) Invesco KBW High - Performance 0.9% in 12m
Compare KBWD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
53.04%
#23 in Group
Rel. Strength
43.38%
#4519 in Universe
Total Return 12m
0.87%
#32 in Group
Total Return 5y
87.39%
#23 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: KBWD (0.9%) 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 |
-3.9% | 20.7% | 193% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-5.5% | 19.7% | 149% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-3.83% | 18.9% | 165% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
4.91% | 41.6% | 190% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
0.05% | 26.8% | 144% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-6.74% | 1.87% | 157% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
0.54% | 28% | 174% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.11% | 22.7% | 145% | - | - | - | - | - |
Performance Comparison: KBWD vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for KBWD
| Total Return (including Dividends) | KBWD | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -5.60% | -2.11% | -0.87% |
| 3 Months | -8.77% | -4.92% | -7.58% |
| 12 Months | 0.87% | 22.69% | 11.88% |
| 5 Years | 87.39% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | KBWD | XLF | S&P 500 |
| 1 Month | 10.1% | 27.8% | 23% |
| 3 Months | -83.6% | -81% | -88.5% |
| 12 Months | 38.2% | 83.7% | 55.1% |
| 5 Years | 54.6% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #30 | -3.56% | -4.77% |
| 3 Month | #16 | -4.05% | -1.29% |
| 12 Month | #33 | -17.8% | -9.84% |
| 5 Years | #27 | -23.5% | -10.9% |
FAQs
Does KBWD Invesco KBW High outperforms the market?
No,
over the last 12 months KBWD made 0.87%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months KBWD made -8.77%, while XLF made -4.92%.
Over the last 3 months KBWD made -8.77%, while XLF made -4.92%.
Performance Comparison KBWD vs Indeces and Sectors
KBWD vs. Indices KBWD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.91% | -4.73% | -1.27% | -11.0% |
| US NASDAQ 100 | QQQ | -1.94% | -7.0% | -1.70% | -11.8% |
| US Dow Jones Industrial 30 | DIA | 0.03% | -2.42% | -1.18% | -8.33% |
| German DAX 40 | DAX | 0.32% | -6.92% | -20.8% | -23.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.05% | -2.78% | 1.72% | -5.09% |
| Hongkong Hang Seng | HSI | 0.08% | -5.66% | -3.19% | -13.0% |
| India NIFTY 50 | INDA | 1.93% | -9.66% | -1.56% | -2.20% |
| Brasil Bovespa | EWZ | -0.11% | -10.2% | -4.97% | 6.69% |
KBWD vs. Sectors KBWD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.16% | -4.55% | -7.40% | -23.1% |
| Consumer Discretionary | XLY | -0.99% | -5.50% | -3.78% | -12.5% |
| Consumer Staples | XLP | 2.59% | -5.80% | -6.58% | -10.3% |
| Energy | XLE | 3.57% | 8.26% | 4.52% | 12.0% |
| Financial | XLF | 0.48% | -3.49% | -8.87% | -21.8% |
| Health Care | XLV | -0.83% | -1.81% | 0.42% | -0.85% |
| Industrial | XLI | -1.33% | -5.71% | -1.98% | -8.72% |
| Materials | XLB | -0.30% | -3.17% | 6.14% | 4.39% |
| Real Estate | XLRE | 0.61% | -4.29% | -0.38% | -17.2% |
| Technology | XLK | -3.36% | -7.29% | 2.07% | -6.86% |
| Utilities | XLU | 1.93% | -5.66% | -3.39% | -21.0% |
| Aerospace & Defense | XAR | -1.86% | -12.0% | -14.8% | -25.7% |
| Biotech | XBI | -2.21% | -7.88% | 11.4% | 2.70% |
| Homebuilder | XHB | -0.22% | -3.33% | 13.5% | 7.90% |
| Retail | XRT | 0.66% | -5.04% | 4.30% | 3.61% |