(KBWY) Invesco KBW Premium - Performance -4.1% in 12m
Compare KBWY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
14.63%
#29 in Group
Rel. Strength
37.22%
#4996 in Universe
Total Return 12m
-4.08%
#36 in Group
Total Return 5y
34.64%
#23 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: KBWY (-4.1%) vs XLRE (15.5%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
8.92% | 16.8% | 65.4% | - | - | - | - | - |
| USRT NYSE ARCA iShares Core U.S. REIT |
11.8% | 13.3% | 59.8% | - | - | - | - | - |
| FRI NYSE ARCA First Trust S&P REIT |
12.2% | 13% | 56.9% | - | - | - | - | - |
| RWR NYSE ARCA SPDR Dow Jones REIT |
11.7% | 12.2% | 55.5% | - | - | - | - | - |
| XLRE NYSE ARCA The Real Estate Sector SPDR |
11.5% | 15.5% | 48.4% | - | - | - | - | - |
| PPTY NYSE ARCA U.S. Diversified Real |
10.7% | 6.73% | 45% | - | - | - | - | - |
| IYR NYSE ARCA iShares U.S. Real Estate |
11% | 13.4% | 44.1% | - | - | - | - | - |
| ICF BATS iShares Cohen & Steers REIT |
12.1% | 15% | 44.1% | - | - | - | - | - |
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 | 8.33% | 11.54% | 13.81% |
| 3 Months | -8.78% | -0.97% | -6.30% |
| 12 Months | -4.08% | 15.45% | 10.65% |
| 5 Years | 34.64% | 48.39% | 107.77% |
| Trend Score (consistency of price movement) | KBWY | XLRE | S&P 500 |
| 1 Month | 85.9% | 94.5% | 83% |
| 3 Months | -83.4% | -61.6% | -75.3% |
| 12 Months | -21.6% | 32.2% | 50.1% |
| 5 Years | 24.5% | 42.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLRE | vs. S&P 500 |
| 1 Month | #37 | -2.88% | -4.82% |
| 3 Month | #37 | -7.89% | -2.65% |
| 12 Month | #36 | -16.9% | -13.3% |
| 5 Years | #28 | -9.26% | -35.2% |
FAQs
Does KBWY Invesco KBW Premium outperforms the market?
No,
over the last 12 months KBWY made -4.08%, while its related Sector, the The Real Estate Sector SPDR (XLRE) made 15.45%.
Over the last 3 months KBWY made -8.78%, while XLRE made -0.97%.
Over the last 3 months KBWY made -8.78%, while XLRE made -0.97%.
Performance Comparison KBWY vs Indeces and Sectors
KBWY vs. Indices KBWY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.31% | -5.48% | -15.0% | -14.7% |
| US NASDAQ 100 | QQQ | -1.50% | -9.03% | -15.2% | -15.7% |
| US Dow Jones Industrial 30 | DIA | -1.72% | -1.66% | -14.7% | -11.8% |
| German DAX 40 | DAX | -1.29% | -6.63% | -41.3% | -29.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.49% | -3.50% | -15.8% | -11.5% |
| Hongkong Hang Seng | HSI | -4.48% | -11.6% | -23.4% | -17.8% |
| India NIFTY 50 | INDA | 3.61% | 3.49% | -15.5% | -3.87% |
| Brasil Bovespa | EWZ | -2.36% | -8.91% | -23.7% | 4.25% |
KBWY vs. Sectors KBWY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.95% | -5.08% | -22.1% | -25.6% |
| Consumer Discretionary | XLY | -1.69% | -5.90% | -14.1% | -18.4% |
| Consumer Staples | XLP | -0.45% | 1.74% | -22.0% | -13.2% |
| Energy | XLE | -1.13% | 1.57% | -8.44% | 5.38% |
| Financial | XLF | -2.41% | -5.19% | -22.1% | -26.5% |
| Health Care | XLV | 1.70% | 7.46% | -10.0% | -0.02% |
| Industrial | XLI | -3.0% | -8.49% | -16.5% | -15.1% |
| Materials | XLB | -1.11% | -5.23% | -10.1% | 1.15% |
| Real Estate | XLRE | 0.01% | -3.21% | -15.8% | -19.5% |
| Technology | XLK | -2.39% | -12.9% | -12.2% | -11.2% |
| Utilities | XLU | -1.36% | -1.26% | -22.7% | -21.6% |
| Aerospace & Defense | XAR | -3.29% | -12.8% | -26.5% | -31.4% |
| Biotech | XBI | 5.28% | -3.48% | 5.11% | 8.21% |
| Homebuilder | XHB | -1.78% | -3.15% | -1.84% | 3.47% |
| Retail | XRT | -3.21% | -6.32% | -10.8% | -2.60% |