Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBWB (Invesco KBW Bank ETF) | 7.86% | 40.56% | 34.00% | 8.53% | 12.35% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBWB (Invesco KBW Bank ETF) | 11/01/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.45 | 40.56 | 34.00 | 8.53 | 12.35 | NA | NA | … | … | 7.86 | 32.05 | 36.73 | -1.17 | -21.69 | 37.71 | -10.46 | 35.90 | -18.27 | 18.09 | 28.13 | -0.10 | 9.24 | 37.35 | 32.43 | 2.10 |
| Sharpe Ratio | NA | 1.63 | 1.26 | 0.20 | 0.35 | NA | NA | … | … | 0.33 | 1.13 | 1.52 | -0.16 | -0.77 | 1.47 | -0.19 | 1.76 | -0.94 | 1.08 | 1.11 | -0.01 | 0.62 | 2.32 | 1.54 | 0.42 |
| Standard Deviation(%) | NA | 20.03 | 23.79 | 26.70 | 29.27 | NA | NA | … | … | 23.09 | 25.93 | 21.79 | 30.68 | 30.10 | 25.69 | 57.50 | 19.56 | 20.88 | 16.17 | 25.14 | 21.35 | 14.82 | 16.07 | 21.19 | 32.51 |
| Draw Down(%) | NA | 16.38 | 25.43 | 49.32 | 50.27 | NA | NA | … | … | 16.38 | 25.43 | 10.16 | 36.90 | 34.55 | 13.19 | 50.27 | 13.13 | 29.41 | 11.18 | 22.61 | 15.55 | 10.20 | 8.26 | 18.02 | 12.70 |
| Yield(%) | 0.00 | 2.73 | 4.11 | 2.35 | 3.72 | 5.33 | 4.00 | … | … | 0.57 | 2.63 | 3.24 | 3.03 | 2.26 | 2.90 | 2.26 | 3.09 | 2.02 | 1.56 | 1.97 | 1.52 | 1.64 | 1.88 | 1.61 | 1.34 |
Data as of 06/04/2026, Common starting date is 11/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBWB (Invesco KBW Bank ETF) |
-8.78%
Mar 2017 – Mar 2020 |
-3.83%
May 2018 – May 2023 |
3.77%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBWB (Invesco KBW Bank ETF) |
34.30%
May 2023 – May 2026 |
20.53%
Dec 2011 – Dec 2016 |
15.19%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart