Invesco Kbw Bank Etf Performance
| KBWB Etf | USD 69.60 1.41 2.07% |
The etf retains a Market Volatility (i.e., Beta) of -0.12, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Invesco KBW are expected to decrease at a much lower rate. During the bear market, Invesco KBW is likely to outperform the market.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco KBW Bank are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, Invesco KBW is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | KBWB Bank Stocks Pare Post-Election Gains, Spotting Where To Buy The Dip - Seeking Alpha | 12/16/2024 |
2 | Goldman Sachs Q4 Earnings Underwriting Boosts Revenue, Assets Reach Record 3.14 Trillion | 01/15/2025 |
3 | ETFs to Play Upbeat Bank Earnings - Zacks Investment Research | 01/21/2025 |
4 | Bank ETF Hits New 52-Week High | 02/07/2025 |
5 | On The My Stocks Page - Stock Traders Daily | 02/28/2025 |
| In Threey Sharp Ratio | 0.12 |
Invesco |
Invesco KBW Relative Risk vs. Return Landscape
If you would invest 6,897 in Invesco KBW Bank on December 4, 2024 and sell it today you would earn a total of 63.00 from holding Invesco KBW Bank or generate 0.91% return on investment over 90 days. Invesco KBW Bank is currently generating 0.0233% in daily expected returns and assumes 1.2643% risk (volatility on return distribution) over the 90 days horizon. In different words, 11% of etfs are less volatile than Invesco, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Invesco KBW Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco KBW's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco KBW Bank, and traders can use it to determine the average amount a Invesco KBW's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0184
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| Negative Returns | KBWB |
Estimated Market Risk
| 1.26 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Invesco KBW is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco KBW by adding it to a well-diversified portfolio.
Invesco KBW Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco KBW, and Invesco KBW fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Etf performance.
| Price To Earning | 13.05 X | |||
| Price To Book | 1.05 X | |||
| Price To Sales | 2.84 X | |||
| Total Asset | 1.82 B | |||
About Invesco KBW Performance
By analyzing Invesco KBW's fundamental ratios, stakeholders can gain valuable insights into Invesco KBW's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Invesco KBW has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Invesco KBW has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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.| Latest headline from news.google.com: On The My Stocks Page - Stock Traders Daily | |
| The fund maintains all of its assets in stocks |
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. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
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.