KBWP:NSD-Invesco KBW Property & Casualty Insurance ETF (USD)

ETF | Financial |

Last Closing

USD 115.98

Change

+0.43 (+0.37)%

Market Cap

USD 0.53B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is a modified-market capitalization-weighted index designed to track the performance of companies primarily engaged in U.S. property and casualty insurance activities, as determined by the index provider. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-01 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
EUFN iShares MSCI Europe Financials..

-0.50 (-2.02%)

USD 2.06B
KBWB Invesco KBW Bank ETF

-1.11 (-1.89%)

USD 1.74B
KBWD Invesco KBW High Dividend Yiel..

-0.30 (-1.96%)

USD 0.39B
FTXO First Trust Nasdaq Bank ETF

-0.78 (-2.68%)

USD 0.11B
QABA First Trust NASDAQ® ABA Commu..

-1.81 (-3.42%)

USD 0.11B
PFI Invesco DWA Financial Momentum..

-0.36 (-0.65%)

USD 0.08B
KBWR Invesco KBW Regional Banking E..

-2.03 (-3.58%)

USD 0.05B
PSCF Invesco S&P SmallCap Financial..

-0.96 (-1.73%)

USD 0.02B

ETFs Containing KBWP

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 28.14% 100% F 84% B
Dividend Return 1.24% 22% F 31% F
Total Return 29.39% 100% F 84% B
Trailing 12 Months  
Capital Gain 39.94% 78% C+ 80% B-
Dividend Return 1.89% 11% F 30% F
Total Return 41.82% 78% C+ 80% B-
Trailing 5 Years  
Capital Gain 62.39% 100% F 74% C
Dividend Return 8.22% 22% F 28% F
Total Return 70.61% 100% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 13.68% N/A N/A 71% C-
Dividend Return 15.22% N/A N/A 71% C-
Total Return 1.54% N/A N/A 36% F
Risk Return Profile  
Volatility (Standard Deviation) 16.64% N/A N/A 81% B-
Risk Adjusted Return 91.46% N/A N/A 95% A
Market Capitalization 0.53B 78% C+ 63% D

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.