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KBWP: Invesco KBW Property & Casualty Insurance ETF (ETF)
Basic Info 120.74 1.58(1.33%) July 03
| Asset Class: | Financial |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 12/02/2010 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 1.10% |
| Expenses | 0.35% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/02/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 4.0 | 20.1 | 15.4 | 19.4 | 12.5 | 13.8 | 30.5 | 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 | 0.22 | 0.81 | 0.63 | 0.88 | 0.53 | 0.69 | 1.5 | 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 | 11.6 | 12.3 | 13.4 | 17.0 | 39.8 | 39.8 | 9.4 | 13.4 | 17.0 | 8.9 | 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 | 23.1 | 20.8 | 19.1 | 19.6 | 20.8 | 18.7 | 15.9 | 18.2 | 21.6 | 17.8 | 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 | 0.08 | 0.24 | 0.17 | 0.24 | 0.15 | 0.22 | 0.32 | 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 | -0.02 | 0.0 | 0.0 | 0.02 | 0.01 | 0.02 | 0.02 | -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 | 0.64 | 0.69 | 0.7 | 0.73 | 0.73 | 0.59 | 0.75 | 0.71 | 0.69 | 0.76 | 0.82 | 0.57 | 0.62 | 0.58 | 0.58 | 0.67 | 0.51 | 0.56 | 0.08 | 0.04 | 0.18 |
| RSquared | NA | 0.48 | 0.51 | 0.51 | 0.59 | 0.65 | 0.48 | 0.51 | 0.47 | 0.63 | 0.66 | 0.84 | 0.4 | 0.49 | 0.39 | 0.57 | 0.58 | 0.35 | 0.42 | 0.01 | 0.01 | 0.1 |
| Yield(%) | N/A | 0.0 | 1.1 | 1.7 | 2.9 | 3.1 | N/A | 2.1 | 1.8 | 2.2 | 3.6 | 1.8 | 2.5 | 2.1 | 2.0 | 2.5 | 1.5 | 3.0 | 2.2 | 3.7 | 2.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -27.4 | -20.5 | 32.5 | N/A | N/A | 25.3 | -11.4 | -28.8 | 82.6 | -7.0 | 18.8 | 5.8 | -4.9 | 83.1 | -44.0 | 71.7 | -26.0 | 29.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/02/2010
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