Find A Portfolio/Ticker
Comparison Box
KBWI: POWERSHARES KBW INSURANCE PORTFOLIO POWERSHARES KBW INSURANCE PORTFOLIO (ETF)
Basic Info
Asset Class: | Financial |
MyPlanIQ Rating: | (70%) |
Start Date: | 11/02/2011 |
Last Dividend Date: | 12/24/2015 |
12-Mo. Yield | 2.11% |
Expenses | 0.35% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/30/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 11/02/2011 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 17.6 | -1.6 | 0.8 | 7.7 | 57.1 | 15.8 | 4.4 |
Sharpe Ratio | NA | -0.05 | 0.75 | 1.0 | -0.33 | 0.05 | 0.51 | 3.62 | 0.75 | 1.25 |
Draw Down(%) | NA | 19.2 | 19.2 | 19.2 | 14.3 | 11.0 | 10.5 | 7.4 | 14.4 | 7.6 |
Standard Deviation(%) | NA | 17.2 | 16.0 | 17.7 | 23.6 | 15.2 | 15.0 | 15.8 | 21.2 | 25.2 |
Treynor Ratio | NA | -0.01 | 0.18 | 0.31 | -0.12 | 0.01 | 0.11 | 0.73 | 0.35 | 1.16 |
Alpha | NA | 0.0 | 0.01 | 0.03 | 0.02 | 0.01 | -0.01 | 0.09 | 0.02 | 0.12 |
Beta | NA | 0.62 | 0.68 | 0.56 | 0.64 | 0.57 | 0.71 | 0.79 | 0.46 | 0.27 |
RSquared | NA | 0.44 | 0.42 | 0.27 | 0.45 | 0.38 | 0.33 | 0.46 | 0.12 | 0.13 |
Yield(%) | N/A | 1.8 | 2.1 | N/A | 0.0 | 1.8 | 2.1 | 1.6 | 3.8 | 0.9 |
Dividend Growth(%) | N/A | -7.4 | N/A | N/A | -100.0 | -7.4 | 91.5 | -52.3 | 338.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Financial Asset Class Trend Rankings |
Top Rated Funds in Financial
Best Mutual Funds
- FSPCX (INSURANCE PORTFOLIO INSURANCE PORTFOLIO) (97%)
- TEFAX (FRANKLIN MUTUAL FINANCIAL SERVICES FUND CLASS Z) (78%)
- RYFSX (ROYCE GLOBAL FINANCIAL SERVICES FUND SERVICE CLASS) (78%)
- FSLBX (BROKERAGE AND INVESTMENT MANAGEMENT PORTFOLIO BROKERAGE AND INVESTMENT MANAGEMENT PORTFOLIO) (72%)
- ADAFX (ALPINE FINANCIAL SERVICES FUND CLASS A) (70%)
- FSRBX (BANKING PORTFOLIO BANKING PORTFOLIO) (70%)
- FFSIX (FIDELITY ADVISOR FINANCIAL SERVICES FUND CLASS I) (70%)
- FIDSX (FINANCIAL SERVICES PORTFOLIO FINANCIAL SERVICES PORTFOLIO) (69%)
- FSVLX (CONSUMER FINANCE PORTFOLIO CONSUMER FINANCE PORTFOLIO) (69%)
- KMKNX (KINETICS MARKET OPPORTUNITIES FUND NO LOAD CLASS) (60%)
Best ETFs
- XLF (Financial Select Sector SPDR® Fund) (96%)
- KIE (SPDR® S&P Insurance ETF) (93%)
- FXO (First Trust Financials AlphaDEX® Fund) (90%)
- IAI (iShares U.S. Broker-Dealers & Securities Exchanges ETF) (89%)
- IAK (iShares U.S. Insurance ETF) (89%)
- IAT (iShares U.S. Regional Banks ETF) (89%)
- IXG (iShares Global Financials ETF) (87%)
- IYF (iShares U.S. Financials ETF) (86%)
- IYG (iShares U.S. Financial Services ETF) (86%)
- KBE (SPDR® S&P Bank ETF) (85%)
Best Closed End Funds
- FGB (First Trust Specialty Finance and Financial Opportunities Closed Fund) (99%)
- BTO (John Hancock Financial Opportunities Fund) (98%)
- SPE (Special Opportunities Closed Fund) (23%)