(KBWR) Invesco KBW Regional - Performance 20% in 12m
KBWR performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
33.29%
#27 in Peer-Group
Rel. Strength
70.73%
#2223 in Stock-Universe
Total Return 12m
19.98%
#22 in Peer-Group
Total Return 5y
71.62%
#23 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 67.38 USD |
| 52 Week Low | 45.85 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 22.00 |
| Buy/Sell Signal +-5 | -0.01 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: KBWR (20%) 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: 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 | -4.98% | -2.71% | 0.44% |
| 3 Months | -2.80% | 1.68% | 5.66% |
| 12 Months | 19.98% | 22.93% | 10.61% |
| 5 Years | 71.62% | 131.07% | 105.96% |
| Trend Score (consistency of price movement) | KBWR | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -29.9% | -9% | 83% |
| 3 Months | 30.4% | 64.3% | 77.5% |
| 12 Months | 22.7% | 78.5% | 43.1% |
| 5 Years | 26.1% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #30 | -2.33% | -5.39% |
| 3 Month | #30 | -4.41% | -8.01% |
| 12 Month | #22 | -2.40% | 8.47% |
| 5 Years | #25 | -25.73% | -16.67% |
FAQs
Does Invesco KBW Regional (KBWR) outperform the market?
No,
over the last 12 months KBWR made 19.98%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.93%.
Over the last 3 months KBWR made -2.80%, while XLF made 1.68%.
Performance Comparison KBWR vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
KBWR vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.7% | -5.4% | -8.4% | 9% |
| US NASDAQ 100 | QQQ | -1.8% | -6.3% | -9% | 9% |
| German DAX 40 | DAX | -0.9% | -2.4% | -22% | -7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.7% | -4.6% | -6.1% | 7% |
| Hongkong Hang Seng | HSI | -1.3% | -8.8% | -25.1% | -8% |
| India NIFTY 50 | INDA | -0.9% | -3.2% | -5.9% | 21% |
| Brasil Bovespa | EWZ | -4.3% | -6.5% | -31.1% | 10% |
KBWR vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.6% | -6.5% | -12.6% | -4% |
| Consumer Discretionary | XLY | -1.2% | -1.9% | 1.6% | 3% |
| Consumer Staples | XLP | -0.9% | -2.7% | -8.1% | 14% |
| Energy | XLE | -4.4% | -9.4% | -13.3% | 19% |
| Financial | XLF | -1.2% | -2.3% | -11.7% | -3% |
| Health Care | XLV | -0.1% | -4.1% | -4.4% | 28% |
| Industrial | XLI | -1.6% | -3.6% | -14.2% | 3% |
| Materials | XLB | -1.1% | -4.7% | -9.8% | 21% |
| Real Estate | XLRE | -1.8% | -4.4% | -12.1% | 7% |
| Technology | XLK | -2.3% | -8% | -10.1% | 14% |
| Utilities | XLU | -1.1% | -2.6% | -14.6% | 1% |
| Aerospace & Defense | XAR | -1.8% | -9.3% | -26.8% | -21% |
| Biotech | XBI | -0.7% | -8.7% | 2.1% | 28% |
| Homebuilder | XHB | 0.9% | 1.5% | 4.6% | 29% |
| Retail | XRT | -1.6% | -5% | -1.8% | 18% |
KBWR vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -12.3% | -25.1% | -19.1% | 16% |
| Natural Gas | UNG | -15.2% | -20.5% | -23.2% | 25% |
| Gold | GLD | -2.1% | -9.1% | -35.3% | -22% |
| Silver | SLV | -3.4% | -18.1% | -31.3% | 1% |
| Copper | CPER | -3% | -9.3% | -24.8% | 12% |
KBWR vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.1% | -6.1% | -6.3% | 24% |
| iShares High Yield Corp. Bond | HYG | -2.7% | -5.7% | -10.2% | 11% |