Invesco KBW Bank ETF (KBWB)
This price reflects trading activity during the overnight session on the Blue Ocean ATS, available 8 PM to 4 AM ET, Sunday through Thursday, when regular markets are closed.
Trading disclosure
The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Learn moreETF Summary
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is a modified-market capitalization-weighted index of companies primarily engaged in U.S. banking activities, as determined by the index provider. The underlying index is designed to track the performance of large national U.S. money centers, regional banks, and thrift institutions that are publicly traded in the U.S. The fund is non-diversified.
Risk Overview
Risk Overview Information Not Available
Performance & Risk
| YTD Return | 6.62% |
| 5y Average Return | 7.34% |
|---|---|
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.19 |
| Morningstar Risk Rating | -- |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
KBWB | Category Average | KBWB | Category Average | KBWB | Category Average |
|
Alpha
|
7.61 | -0.25 | -1.54 | -1.92 | -0.65 | -1.24 |
|
BETA
|
1.19 | 0.95 | 1.13 | 0.96 | 1.27 | 1.11 |
|
Mean Annual Return
|
2.59 | 1.51 | 0.97 | 0.76 | 1.25 | 1.05 |
|
R-squared
|
42.1 | 44.84 | 40.38 | 50.06 | 49.79 | 57.28 |
|
Standard Deviation
|
21.97 | -- | 26.35 | -- | 26.55 | -- |
|
Sharpe Ratio
|
1.21 | 0.74 | 0.29 | 0.28 | 0.47 | 0.48 |
|
Treynor Ratio
|
23.89 | 16.53 | 3.9 | 4.16 | 7.4 | 7.64 |
