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
JavaScript chart by amCharts 3.21.1512345Dec2025Feb -8-6-4-2024
JavaScript chart by amCharts 3.21.15Invesco KBW Bank Invesco KBW Bank Dividend Benchmark Dow Jones Industrial
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 Ratio0.12
  

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   
JavaScript chart by amCharts 3.21.15CashMarketKBWB 0.00.20.40.60.81.01.21.4 -0.08-0.06-0.04-0.020.000.02
       Risk  
Given the investment horizon of 90 days Invesco KBW is expected to generate 1.64 times more return on investment than the market. However, the company is 1.64 times more volatile than its market benchmark. It trades about 0.02 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.09 per unit of 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

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsKBWB

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.

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
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.
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.

Discover investing ideas

Utilize additional investing modules