Invesco Kbw Property Etf Performance
| KBWP Etf | USD 118.13 0.87 0.74% |
The etf retains a Market Volatility (i.e., Beta) of 0.74, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco KBW's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco KBW is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Invesco KBW Property has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable basic indicators, Invesco KBW is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
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| In Threey Sharp Ratio | 0.70 |
Invesco KBW Relative Risk vs. Return Landscape
If you would invest 11,819 in Invesco KBW Property on April 28, 2025 and sell it today you would lose (6.00) from holding Invesco KBW Property or give up 0.05% of portfolio value over 90 days. Invesco KBW Property is currently generating 0.0053% in daily expected returns and assumes 1.1166% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% 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 Property, 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 = 0.0048
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | KBWP |
Estimated Market Risk
| 1.12 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco KBW is not performing at its full potential. However, 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 Invesco KBW 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 | 15.29 X | |||
| Price To Book | 1.37 X | |||
| Price To Sales | 1.21 X | |||
| Total Asset | 283.27 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 Property 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 Property. 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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
The market value of Invesco KBW Property 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.