Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBWY (Invesco KBW Premium Yield Equity REIT ETF) | 19.65% | 25.68% | 10.30% | 2.59% | 1.45% | 4.69% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBWY (Invesco KBW Premium Yield Equity REIT 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 (%) | 0.85 | 25.68 | 10.30 | 2.59 | 1.45 | 4.69 | NA | … | … | 19.65 | -5.32 | -3.49 | 12.98 | -19.04 | 31.17 | -25.79 | 23.41 | -18.17 | 0.81 | 33.05 | -8.16 | 23.74 | 10.74 | 28.84 | -5.12 | 3.19 |
| Sharpe Ratio | NA | 1.25 | 0.38 | 0.00 | -0.01 | NA | NA | … | … | 2.68 | -0.43 | -0.36 | 0.34 | -0.88 | 1.79 | -0.41 | 1.31 | -1.02 | 0.01 | 1.60 | -0.47 | 2.06 | 0.66 | 2.20 | -0.20 | 3.14 |
| Standard Deviation(%) | NA | 16.41 | 21.15 | 21.61 | 27.32 | NA | NA | … | … | 17.25 | 19.21 | 19.58 | 27.38 | 23.28 | 17.44 | 62.61 | 16.78 | 19.22 | 13.17 | 20.48 | 17.24 | 11.50 | 16.12 | 13.19 | 26.24 | 15.46 |
| Draw Down(%) | NA | 9.24 | 29.94 | 32.31 | 57.65 | NA | NA | … | … | 9.24 | 18.60 | 15.77 | 27.00 | 27.08 | 8.17 | 56.20 | 9.48 | 26.41 | 7.96 | 15.62 | 22.90 | 7.80 | 19.31 | 8.75 | 25.32 | 3.40 |
| Yield(%) | 0.00 | 9.67 | 8.86 | 6.40 | 5.50 | 6.88 | 5.43 | … | … | 4.00 | 8.52 | 7.71 | 8.13 | 5.57 | 6.39 | 6.97 | 7.06 | 6.51 | 6.76 | 8.18 | 4.92 | 5.40 | 5.03 | 6.06 | 5.83 | 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 |
|---|---|---|---|---|
| KBWY (Invesco KBW Premium Yield Equity REIT ETF) |
-18.33%
Mar 2017 – Mar 2020 |
-8.18%
Mar 2015 – Mar 2020 |
-0.21%
Apr 2015 – Apr 2025 |
3.48%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBWY (Invesco KBW Premium Yield Equity REIT ETF) |
21.89%
Nov 2011 – Nov 2014 |
16.99%
Sep 2011 – Sep 2016 |
7.89%
Dec 2011 – Dec 2021 |
4.23%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart