Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBWR (Invesco KBW Regional Banking ETF) | 10.31% | 25.09% | 19.76% | 3.85% | 7.50% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBWR (Invesco KBW Regional Banking ETF) | 11/01/2011 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.62 | 25.09 | 19.76 | 3.85 | 7.50 | NA | NA | … | … | 10.31 | 6.33 | 12.76 | -0.84 | -7.22 | 36.04 | -8.94 | 23.58 | -18.29 | 1.81 | 38.50 | 4.79 | 2.71 | 47.46 | 12.20 | 10.93 |
| Sharpe Ratio | NA | 1.04 | 0.55 | 0.05 | 0.20 | NA | NA | … | … | 1.25 | 0.12 | 0.31 | -0.13 | -0.32 | 1.29 | -0.15 | 1.06 | -0.95 | 0.05 | 1.54 | 0.22 | 0.15 | 3.01 | 0.65 | 2.62 |
| Standard Deviation(%) | NA | 22.18 | 28.01 | 28.64 | 31.11 | NA | NA | … | … | 20.58 | 27.77 | 29.67 | 34.27 | 26.92 | 27.86 | 59.54 | 20.88 | 20.81 | 21.00 | 24.83 | 21.72 | 17.81 | 15.76 | 18.79 | 34.02 |
| Draw Down(%) | NA | 11.13 | 28.09 | 42.99 | 52.84 | NA | NA | … | … | 10.34 | 24.57 | 14.50 | 36.40 | 24.95 | 16.30 | 48.38 | 14.42 | 30.18 | 17.50 | 16.59 | 14.53 | 14.59 | 7.03 | 14.56 | 9.50 |
| Yield(%) | 0.00 | 3.09 | 3.79 | 2.39 | 3.15 | 4.86 | 3.65 | … | … | 0.73 | 2.78 | 2.94 | 2.80 | 2.24 | 2.72 | 2.56 | 2.90 | 1.96 | 1.60 | 2.09 | 2.01 | 1.83 | 2.08 | 3.18 | 0.57 |
Data as of 06/05/2026, Common starting date is 11/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBWR (Invesco KBW Regional Banking ETF) |
-14.12%
Sep 2017 – Sep 2020 |
-4.64%
May 2018 – May 2023 |
3.62%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBWR (Invesco KBW Regional Banking ETF) |
23.06%
May 2023 – May 2026 |
19.79%
Dec 2011 – Dec 2016 |
12.12%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart