Performance analysis of KBWB (INVESCO KBW BANK ETF)
Annual Return
Over the past 3 years, KBWB has had an average annual return of +32.43%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, KBWB has had an average annual return of +11.80%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, KBWB has had an average annual return of +13.66%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 2011, KBWB has had an average annual return of +13.86%, underperforming the benchmark SPY, which returned +15.05% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.13% | +32.01% | +36.71% | -1.16% | -21.70% | +37.76% | -10.36% | +35.90% | -18.28% | +18.09% | +28.13% | -0.10% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +9.24% | +37.35% | +32.43% | +2.11% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.27% | -5.03% | -2.74% | +10.38% | -0.22% | +7.24% | +3.19% | +15.13% | |||||
| 2025 | +8.80% | -2.11% | -9.24% | -3.55% | +8.37% | +9.81% | +2.65% | +5.65% | +1.27% | -1.55% | +3.01% | +6.81% | +32.01% |
| 2024 | -0.14% | +1.26% | +8.80% | -3.30% | +4.11% | -0.22% | +9.87% | +1.41% | -0.96% | +6.69% | +13.59% | -7.49% | +36.71% |
| 2023 | +12.24% | -2.78% | -24.88% | -0.60% | -5.94% | +5.74% | +11.60% | -8.40% | -3.58% | -5.42% | +15.41% | +13.36% | -1.16% |
| 2022 | +2.18% | -0.40% | -7.20% | -11.23% | +6.22% | -13.15% | +7.56% | -2.21% | -9.15% | +8.79% | +4.75% | -7.04% | -21.70% |
| 2021 | -0.16% | +16.30% | +6.30% | +6.06% | +5.13% | -6.18% | -2.35% | +5.26% | +1.89% | +6.44% | -5.59% | +1.35% | +37.76% |
| 2020 | -7.39% | -12.81% | -27.80% | +14.05% | +0.39% | +0.44% | +0.32% | +3.10% | -4.45% | +5.92% | +17.58% | +8.63% | -10.36% |
| 2019 | +13.01% | +3.93% | -6.22% | +9.27% | -9.93% | +7.04% | +4.24% | -8.46% | +7.76% | +3.84% | +6.08% | +3.40% | +35.90% |
| 2018 | +8.09% | -2.12% | -5.23% | +0.46% | -0.80% | -1.77% | +4.87% | +1.42% | -4.65% | -5.57% | +2.98% | -15.57% | -18.28% |
| 2017 | -0.42% | +5.42% | -4.13% | -0.91% | -2.40% | +7.78% | +0.44% | -2.93% | +6.90% | +2.29% | +3.32% | +2.20% | +18.09% |
Drawdown analysis of KBWB (INVESCO KBW BANK ETF)
The maximum drawdown for the KBWB was -50.23%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current KBWB drawdown is -2.53%.
Since Nov 1, 2011 KBWB has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.23% | Jan 2, 2020 | 55 | Mar 23, 2020 | 206 | Jan 14, 2021 | 261 |
| -49.32% | Jan 13, 2022 | 327 | May 4, 2023 | 391 | Nov 21, 2024 | 718 |
| -29.41% | Feb 1, 2018 | 225 | Dec 24, 2018 | 244 | Dec 12, 2019 | 469 |
| -29.08% | Jul 22, 2015 | 141 | Feb 11, 2016 | 189 | Nov 9, 2016 | 330 |
| -25.44% | Feb 6, 2025 | 40 | Apr 4, 2025 | 58 | Jun 30, 2025 | 98 |
| -18.03% | Mar 26, 2012 | 48 | Jun 4, 2012 | 71 | Sep 13, 2012 | 119 |
| -16.38% | Feb 9, 2026 | 23 | Mar 13, 2026 | 57 | Jun 4, 2026 | 80 |
| -13.21% | Jun 1, 2021 | 33 | Jul 19, 2021 | 55 | Oct 5, 2021 | 88 |
| -12.69% | Nov 8, 2011 | 11 | Nov 23, 2011 | 26 | Jan 3, 2012 | 37 |
| -11.67% | Dec 29, 2014 | 12 | Jan 15, 2015 | 74 | May 4, 2015 | 86 |
| -11.52% | Jan 14, 2021 | 10 | Jan 29, 2021 | 11 | Feb 16, 2021 | 21 |
| -11.18% | Mar 1, 2017 | 31 | Apr 13, 2017 | 115 | Sep 27, 2017 | 146 |
| -10.86% | Oct 22, 2021 | 40 | Dec 20, 2021 | 12 | Jan 6, 2022 | 52 |
| -10.20% | Sep 18, 2014 | 19 | Oct 15, 2014 | 36 | Dec 5, 2014 | 55 |
| -9.98% | Nov 25, 2024 | 17 | Dec 19, 2024 | 26 | Jan 30, 2025 | 43 |
| -9.22% | Sep 14, 2012 | 41 | Nov 14, 2012 | 23 | Dec 18, 2012 | 64 |
| -8.35% | Jan 22, 2014 | 8 | Feb 3, 2014 | 23 | Mar 7, 2014 | 31 |
| -8.26% | Aug 1, 2013 | 47 | Oct 8, 2013 | 32 | Nov 21, 2013 | 79 |
| -8.13% | Mar 20, 2014 | 40 | May 16, 2014 | 82 | Sep 12, 2014 | 122 |
| -7.23% | Sep 19, 2025 | 15 | Oct 10, 2025 | 34 | Nov 28, 2025 | 49 |
| -6.12% | Mar 15, 2013 | 23 | Apr 18, 2013 | 12 | May 6, 2013 | 35 |
| -6.00% | Mar 12, 2021 | 8 | Mar 24, 2021 | 11 | Apr 9, 2021 | 19 |
| -5.83% | Jun 23, 2015 | 10 | Jul 8, 2015 | 6 | Jul 16, 2015 | 16 |
| -5.71% | May 30, 2013 | 17 | Jun 24, 2013 | 8 | Jul 5, 2013 | 25 |
| -5.46% | Dec 5, 2014 | 7 | Dec 16, 2014 | 5 | Dec 23, 2014 | 12 |