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KBWP: Invesco KBW Property & Casualty Insurance ETF (ETF)
Basic Info 103.38 0.75(0.72%) April 25
Asset Class: | Financial |
MyPlanIQ Rating: | (22%) |
Start Date: | 12/02/2010 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 1.76% |
Expenses | 0.35% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/02/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 14.7 | 26.1 | 12.0 | 12.4 | 13.0 | 13.7 | 7.1 | 10.2 | 20.6 | -2.0 | 28.7 | -2.7 | 8.9 | 18.4 | 14.6 | 11.7 | 34.2 | 24.2 | -0.8 | 1.7 |
Sharpe Ratio | NA | 4.58 | 1.35 | 0.56 | 0.45 | 0.6 | 0.7 | 0.16 | 0.41 | 1.16 | -0.05 | 1.99 | -0.25 | 0.69 | 1.31 | 1.02 | 1.13 | 2.92 | 2.14 | -0.05 | 2.74 |
Draw Down(%) | NA | 6.6 | 7.8 | 17.0 | 39.8 | 39.8 | 39.8 | 13.4 | 17.0 | 8.7 | 39.8 | 6.8 | 16.6 | 12.3 | 8.2 | 8.3 | 10.4 | 6.8 | 7.2 | 19.1 | 0.8 |
Standard Deviation(%) | NA | 12.3 | 14.7 | 18.7 | 24.8 | 20.0 | 18.5 | 18.2 | 21.6 | 17.7 | 42.2 | 13.7 | 16.4 | 12.1 | 13.9 | 14.4 | 10.3 | 11.7 | 11.4 | 16.7 | 8.4 |
Treynor Ratio | NA | 0.93 | 0.33 | 0.15 | 0.14 | 0.16 | 0.22 | 0.04 | 0.13 | 0.27 | -0.03 | 0.48 | -0.07 | 0.14 | 0.31 | 0.22 | 0.23 | 0.61 | 3.22 | -0.17 | 1.28 |
Alpha | NA | 0.13 | 0.03 | 0.03 | 0.02 | 0.02 | 0.03 | -0.01 | 0.07 | -0.02 | 0.0 | 0.04 | 0.02 | -0.01 | 0.02 | 0.06 | 0.02 | 0.05 | 0.08 | 0.0 | 0.07 |
Beta | NA | 0.61 | 0.59 | 0.71 | 0.78 | 0.73 | 0.58 | 0.71 | 0.69 | 0.76 | 0.84 | 0.57 | 0.62 | 0.58 | 0.58 | 0.67 | 0.51 | 0.56 | 0.08 | 0.04 | 0.18 |
RSquared | NA | 0.35 | 0.33 | 0.58 | 0.74 | 0.67 | 0.49 | 0.47 | 0.64 | 0.67 | 0.87 | 0.4 | 0.49 | 0.39 | 0.57 | 0.58 | 0.35 | 0.42 | 0.01 | 0.01 | 0.1 |
Yield(%) | N/A | 0.5 | 1.9 | 2.4 | 2.6 | 3.7 | N/A | 1.8 | 2.2 | 3.6 | 1.9 | 2.5 | 2.0 | 2.0 | 2.5 | 1.6 | 2.9 | 2.3 | 3.7 | 2.7 | 0.0 |
Dividend Growth(%) | N/A | -68.4 | -8.7 | 31.1 | 55.8 | N/A | N/A | -11.6 | -28.6 | 82.6 | -7.0 | 19.3 | 5.3 | -4.2 | 81.5 | -43.5 | 69.1 | -26.1 | 31.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/02/2010
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