(KBWY) Invesco KBW Premium - Performance -1.2% in 12m
KBWY performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
-0.03%
#31 in Peer-Group
Rel. Strength
39.82%
#4479 in Stock-Universe
Total Return 12m
-1.16%
#34 in Peer-Group
Total Return 5y
25.33%
#26 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 20.07 USD |
| 52 Week Low | 14.06 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 84.54 |
| Buy/Sell Signal +-5 | 1.67 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: KBWY (-1.2%) vs XLRE (13.4%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
2.85% | 10.2% | 60% | - | - | - | - | - |
| USRT NYSE ARCA iShares Core U.S. REIT |
4.23% | 11% | 54.9% | - | - | - | - | - |
| FRI NYSE ARCA First Trust S&P REIT |
4.18% | 11% | 52.3% | - | - | - | - | - |
| DTCR NASDAQ Global X Data Center |
5.83% | 23.8% | 34.1% | - | - | - | - | - |
| RWR NYSE ARCA SPDR Dow Jones REIT |
3.17% | 8.79% | 51% | - | - | - | - | - |
| XLRE NYSE ARCA The Real Estate Sector SPDR |
4.43% | 13.4% | 45.1% | - | - | - | - | - |
| VPN NASDAQ Global X Data Center REITs |
4.79% | 22.6% | 29.5% | - | - | - | - | - |
| ICF BATS iShares Cohen & Steers REIT |
3.99% | 11.8% | 40.9% | - | - | - | - | - |
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 | 5.38% | 4.43% | 3.94% |
| 3 Months | -3.68% | 1.48% | 4.85% |
| 12 Months | -1.16% | 13.36% | 11.96% |
| 5 Years | 25.33% | 45.07% | 109.71% |
| Trend Score (consistency of price movement) | KBWY | XLRE | S&P 500 |
|---|---|---|---|
| 1 Month | 77.3% | 79.2% | 78.2% |
| 3 Months | 17.5% | 53.3% | 81.9% |
| 12 Months | -69.2% | 0.6% | 43.1% |
| 5 Years | 15.7% | 39.7% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #6 | 0.91% | 1.39% |
| 3 Month | #31 | -5.09% | -8.13% |
| 12 Month | #33 | -12.81% | -11.72% |
| 5 Years | #30 | -13.61% | -40.24% |
FAQs
Does Invesco KBW Premium (KBWY) outperform the market?
No,
over the last 12 months KBWY made -1.16%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 13.36%.
Over the last 3 months KBWY made -3.68%, while XLRE made 1.48%.
Performance Comparison KBWY vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
KBWY vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.4% | 1.4% | -8.7% | -13% |
| US NASDAQ 100 | QQQ | 2.7% | 0.9% | -9.1% | -14% |
| German DAX 40 | DAX | 4.1% | 7% | -23.9% | -27% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.4% | 5.9% | -7.9% | -15% |
| Hongkong Hang Seng | HSI | 3.5% | -0% | -25.6% | -30% |
| India NIFTY 50 | INDA | 2.8% | 5.9% | -9.1% | -0% |
| Brasil Bovespa | EWZ | 4.6% | 3.5% | -31.7% | -6% |
KBWY vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.7% | 1.7% | -13.2% | -24% |
| Consumer Discretionary | XLY | 2.1% | 3.6% | -0.9% | -20% |
| Consumer Staples | XLP | 2.1% | 5.6% | -10.8% | -8% |
| Energy | XLE | 3.6% | -0.4% | -11.3% | 1% |
| Financial | XLF | 1.7% | 3.8% | -12.5% | -25% |
| Health Care | XLV | 4.9% | 4% | -2.8% | 8% |
| Industrial | XLI | 2.1% | 3.2% | -15.5% | -19% |
| Materials | XLB | 3.1% | 3.4% | -10.4% | 0% |
| Real Estate | XLRE | 1.1% | 1% | -12.5% | -15% |
| Technology | XLK | 2.4% | -1.7% | -9.3% | -11% |
| Utilities | XLU | 2% | 5.2% | -14.7% | -20% |
| Aerospace & Defense | XAR | 0.1% | -2.7% | -28.6% | -44% |
| Biotech | XBI | 3.6% | 1.3% | 3.3% | 11% |
| Homebuilder | XHB | 0.1% | 2.5% | 0.5% | 5% |
| Retail | XRT | 2.2% | 2.1% | -3.7% | -4% |
KBWY vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 5.1% | -7.00% | -11.7% | 3% |
| Natural Gas | UNG | 3.1% | 5.3% | -14.9% | 13% |
| Gold | GLD | 2.5% | 5% | -36.2% | -45% |
| Silver | SLV | 2.5% | -2.9% | -29.3% | -23% |
| Copper | CPER | 0.8% | 4.5% | -26.9% | -13% |
KBWY vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.8% | 2.4% | -8.1% | 3% |
| iShares High Yield Corp. Bond | HYG | 1.8% | 3.6% | -11.6% | -11% |