Invesco KBW Financials
| KBWD Etf | USD 15.47 0.05 0.32% |
Net Expense Ratio 0.0202 | 3 y Sharp Ratio (0.07) |
Invesco |
The data published in Invesco KBW's official financial statements typically reflect Invesco KBW's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving Invesco KBW's quantitative information. For example, before you start analyzing numbers published by Invesco accountants, it's essential to understand Invesco KBW's liquidity, profitability, and earnings quality within the context of the Invesco space in which it operates.
Please note, the presentation of Invesco KBW's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Invesco KBW's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Invesco KBW's management manipulating its earnings.
Invesco KBW Etf Summary
Invesco KBW competes with First Trust, Ultimus Managers, Horizon Kinetics, Harbor Health, and American Beacon. The fund generally will invest at least 90 percent of its total assets in the securities that comprise the underlying index. KBW High is traded on NASDAQ Exchange in the United States.| Instrument | USA Etf View All |
| Exchange | NASDAQ Exchange |
| ISIN | US46138E6106 |
| CUSIP | 46138E610 73936Q793 |
| Region | North America |
| Investment Issuer | Invesco |
| Etf Family | Invesco |
| Fund Category | Sector |
| Portfolio Concentration | Financials |
| Benchmark | Dow Jones Industrial |
| Phone | NA |
| Currency | USD - US Dollar |
Invesco KBW Key Financial Ratios
Invesco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Invesco KBW's current stock value. Our valuation model uses many indicators to compare Invesco KBW value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Invesco KBW competition to find correlations between indicators driving Invesco KBW's intrinsic value. More Info.Invesco KBW High is considered the top ETF in price to earning as compared to similar ETFs. It also is considered the top ETF in price to book as compared to similar ETFs fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Invesco KBW High is roughly 12.58 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Invesco KBW by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Invesco KBW High Systematic Risk
Invesco KBW's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Invesco KBW volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Invesco KBW High correlated with the market. If Beta is less than 0 Invesco KBW generally moves in the opposite direction as compared to the market. If Invesco KBW Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Invesco KBW High is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Invesco KBW is generally in the same direction as the market. If Beta > 1 Invesco KBW moves generally in the same direction as, but more than the movement of the benchmark.
About Invesco KBW Financials
What exactly are Invesco KBW Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Invesco KBW's income statement, its balance sheet, and the statement of cash flows. Potential Invesco KBW investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Invesco KBW investors may use each financial statement separately, they are all related. The changes in Invesco KBW's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Invesco KBW's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.Invesco KBW Thematic Clasifications
Invesco KBW High is part of several thematic ideas from Sector ETFs to Financials ETFs. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasInvesco KBW November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Invesco KBW help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Invesco KBW High. We use our internally-developed statistical techniques to arrive at the intrinsic value of Invesco KBW High based on widely used predictive technical indicators. In general, we focus on analyzing Invesco Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Invesco KBW's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9455 | |||
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 5.01 | |||
| Value At Risk | (1.50) | |||
| Potential Upside | 1.19 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Invesco KBW High. 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 Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
The market value of Invesco KBW High 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.