Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
KBWP (Invesco KBW Property & Casualty Insurance ETF) -7.65% -4.40% 15.25% 10.24% 11.38% 13.02% NA
Data as of 06/04/2026, Common starting date is 12/02/2010
More Performance Analytics Comparison
Name Start Date End Date
KBWP (Invesco KBW Property & Casualty Insurance ETF) 12/02/2010 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 2010
Annualized Return (%) 0.08 -4.40 15.25 10.24 11.38 13.02 NA -7.65 11.49 30.45 7.08 10.16 20.61 -2.05 28.68 -2.73 8.87 18.42 14.63 11.70 34.17 24.21 -0.75 1.67
Sharpe Ratio NA -0.49 0.68 0.41 0.46 NA NA -1.32 0.44 1.69 0.19 0.41 1.16 -0.05 1.99 -0.25 0.68 1.31 1.02 1.13 2.92 2.14 -0.05 2.73
Standard Deviation(%) NA 16.31 17.28 18.56 20.82 NA NA 16.99 19.50 15.88 18.18 21.59 17.81 42.17 13.70 16.43 12.07 13.89 14.38 10.35 11.68 11.37 16.71 8.45
Draw Down(%) NA 9.41 12.29 17.00 39.76 NA NA 8.91 11.59 9.45 13.35 17.00 8.91 39.76 6.81 16.57 12.27 8.22 8.30 10.44 6.83 7.23 19.05 0.82
Yield(%) 0.00 1.88 2.48 2.52 3.38 5.32 4.15 0.79 1.74 2.08 1.76 2.16 3.60 1.85 2.54 2.05 2.03 2.55 1.55 2.97 2.24 3.70 2.76 0.00
Data as of 06/04/2026, 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
KBWP (Invesco KBW Property & Casualty Insurance ETF) -0.36%
Apr 2017 – Apr 2020
5.88%
Oct 2015 – Oct 2020
10.85%
May 2013 – May 2023
12.88%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KBWP (Invesco KBW Property & Casualty Insurance ETF) 24.88%
Sep 2011 – Sep 2014
21.23%
Sep 2011 – Sep 2016
16.37%
Aug 2011 – Aug 2021
13.62%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return