Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBWD (Invesco KBW High Dividend Yield Financial ETF) | -5.49% | 2.58% | 6.33% | 0.18% | 4.82% | 5.40% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBWD (Invesco KBW High Dividend Yield Financial ETF) | 12/02/2010 | 06/03/2026 |
| 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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.40 | 2.58 | 6.33 | 0.18 | 4.82 | 5.40 | NA | … | … | -5.49 | 5.55 | 4.30 | 20.22 | -19.14 | 31.90 | -15.58 | 20.71 | -8.69 | 12.03 | 20.51 | -10.26 | 8.32 | 18.40 | 16.28 | -0.63 | 3.90 |
| Sharpe Ratio | NA | 0.14 | 0.29 | -0.07 | 0.15 | NA | NA | … | … | -0.52 | 0.14 | 0.04 | 0.78 | -0.83 | 1.94 | -0.29 | 1.68 | -0.81 | 1.14 | 1.18 | -0.80 | 0.89 | 1.43 | 1.31 | -0.03 | 8.50 |
| Standard Deviation(%) | NA | 15.30 | 18.13 | 19.87 | 23.45 | NA | NA | … | … | 18.07 | 18.90 | 16.77 | 21.34 | 24.78 | 16.46 | 53.86 | 11.47 | 12.50 | 9.98 | 17.18 | 12.89 | 9.30 | 12.82 | 12.48 | 23.71 | 7.29 |
| Draw Down(%) | NA | 15.05 | 19.65 | 30.74 | 58.62 | NA | NA | … | … | 15.05 | 19.65 | 10.01 | 20.38 | 30.00 | 9.35 | 58.62 | 9.78 | 18.44 | 6.32 | 18.05 | 14.09 | 5.66 | 9.70 | 12.94 | 17.67 | 1.06 |
| Yield(%) | 0.00 | 12.97 | 12.17 | 8.19 | 8.49 | 7.93 | 6.20 | … | … | 5.27 | 11.88 | 11.43 | 12.00 | 8.20 | 9.07 | 7.29 | 9.45 | 7.96 | 8.88 | 9.51 | 7.33 | 8.33 | 8.17 | 9.47 | 11.37 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBWD (Invesco KBW High Dividend Yield Financial ETF) |
-16.34%
Mar 2017 – Mar 2020 |
-7.93%
Mar 2015 – Mar 2020 |
2.90%
Oct 2013 – Oct 2023 |
5.37%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBWD (Invesco KBW High Dividend Yield Financial ETF) |
21.77%
Mar 2020 – Mar 2023 |
17.60%
Mar 2020 – Mar 2025 |
9.01%
Sep 2011 – Sep 2021 |
6.09%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart