Invesco KBW is trading at 69.91 as of the 19th of January 2025, a 1.26 percent increase since the beginning of the trading day. The etf's open price was 69.04. Invesco KBW has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. The performance scores are derived for the period starting the 30th of January 2023 and ending today, the 19th of January 2025. Click here to learn more.
The fund generally will invest at least 90 percent of its total assets in the securities that comprise the underlying index. KBW Bank is traded on NASDAQ Exchange in the United States. More on Invesco KBW Bank
Peter Hubbard, Michael Jeanette, Pratik Doshi, Tony Seisser
Transfer Agent
The Bank of New York Mellon Corporation
Fiscal Year End
31-Aug
Exchange
NASDAQ
Number of Constituents
25.0
Market Maker
Jane Street
Total Expense
0.35
Management Fee
0.35
Country Name
USA
Returns Y T D
6.98
Name
Invesco KBW Bank ETF
Currency Code
USD
Open Figi
BBG0027F1TD5
In Threey Volatility
30.25
1y Volatility
20.74
200 Day M A
58.8531
50 Day M A
67.6838
Code
KBWB
Updated At
18th of January 2025
Currency Name
US Dollar
Invesco KBW Bank [KBWB] is traded in USA and was established 2011-11-01. The fund is listed under Financial category and is part of Invesco family. The entity is thematically classified as Financials ETFs. Invesco KBW Bank now have 1.82 B in assets. , while the total return for the last 3 years was 0.5%.
Check Invesco KBW Probability Of Bankruptcy
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Invesco KBW. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
When determining whether Invesco KBW Bank offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Invesco KBW's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Invesco Kbw Bank Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Invesco Kbw Bank Etf:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Invesco KBW Bank. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing.
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The market value of Invesco KBW Bank is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco KBW's value that differs from its market value or its book value, called intrinsic value, which is Invesco KBW's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco KBW's market value can be influenced by many factors that don't directly affect Invesco KBW's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco KBW's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco KBW is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco KBW's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.