Invesco Kbw Regional Etf Performance
| KBWR Etf | USD 68.90 0.59 0.86% |
The etf retains a Market Volatility (i.e., Beta) of -0.53, which attests to possible diversification benefits within a given portfolio. 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
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco KBW Regional are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak basic indicators, Invesco KBW reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Invesco KBW Relative Risk vs. Return Landscape
If you would invest 5,583 in Invesco KBW Regional on November 16, 2025 and sell it today you would earn a total of 1,307 from holding Invesco KBW Regional or generate 23.41% return on investment over 90 days. Invesco KBW Regional is currently generating 0.3486% in daily expected returns and assumes 1.3422% risk (volatility on return distribution) over the 90 days horizon. In different words, 12% of etfs are less volatile than Invesco, and 93% 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 Target Price Odds to finish over Current Price
The tendency of Invesco Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 68.90 | 90 days | 68.90 | about 7.91 |
Based on a normal probability distribution, the odds of Invesco KBW to move above the current price in 90 days from now is about 7.91 (This Invesco KBW Regional probability density function shows the probability of Invesco Etf to fall within a particular range of prices over 90 days) .
Invesco KBW Price Density |
| Price |
Predictive Modules for Invesco KBW
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Invesco KBW Regional. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Invesco KBW's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Invesco KBW Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Invesco KBW is not an exception. The market had few large corrections towards the Invesco KBW's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Invesco KBW Regional, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Invesco KBW within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.37 | |
β | Beta against Dow Jones | -0.53 | |
σ | Overall volatility | 3.48 | |
Ir | Information ratio | 0.21 |
Invesco KBW Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Invesco KBW for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Invesco KBW Regional can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains all of its assets in stocks |
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 | 19.49 X | |||
| Price To Book | 1.65 X | |||
| Price To Sales | 4.79 X | |||
| Total Asset | 71.78 M | |||
About Invesco KBW Performance
Assessing Invesco KBW's fundamental ratios provides investors with valuable insights into Invesco KBW's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Invesco KBW is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund generally will invest at least 90 percent of its total assets in the securities that comprise the underlying index. KBW Regional is traded on NASDAQ Exchange in the United States.| 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 Regional. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Investors evaluate Invesco KBW Regional using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Invesco KBW's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause Invesco KBW's market price to deviate significantly from intrinsic value.
Understanding that Invesco KBW's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Invesco KBW represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Conversely, Invesco KBW's market price signifies the transaction level at which participants voluntarily complete trades.