Invesco Kbw Premium Etf Performance
| KBWY Etf | USD 17.77 0.23 1.31% |
The etf retains a Market Volatility (i.e., Beta) of 0.31, 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
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Over the last 90 days Invesco KBW Premium has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Etf's basic indicators remain fairly strong which may send shares a bit higher in February 2025. The current disturbance may also be a sign of long term up-swing for the ETF investors. ...more
| In Threey Sharp Ratio | -0.20 |
Invesco |
Invesco KBW Relative Risk vs. Return Landscape
If you would invest 2,032 in Invesco KBW Premium on October 22, 2024 and sell it today you would lose (255.00) from holding Invesco KBW Premium or give up 12.55% of portfolio value over 90 days. Invesco KBW Premium is currently does not generate positive expected returns and assumes 1.0612% risk (volatility on return distribution) over the 90 days horizon. In different words, 9% 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 Premium, 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 = -0.1983
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| Negative Returns | KBWY |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.21 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.2 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 | 22.16 X | |||
| Price To Book | 1.28 X | |||
| Price To Sales | 2.46 X | |||
| Total Asset | 236.17 M | |||
About Invesco KBW Performance
Evaluating Invesco KBW's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco KBW has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Invesco KBW has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. 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 Premium is traded on NASDAQ Exchange in the United States.| Invesco KBW Premium generated a negative expected return over the last 90 days | |
| This fund created0.0 ten year return of 0.0% | |
| Invesco KBW 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 Premium. 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 ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
The market value of Invesco KBW Premium 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.