Performance analysis of KBWD (INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF)
Annual Return
Over the past 3 years, KBWD has had an average annual return of +6.17%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, KBWD has had an average annual return of +0.14%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, KBWD has had an average annual return of +4.84%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Dec 2, 2010, KBWD has had an average annual return of +5.57%, underperforming the benchmark SPY, which returned +14.45% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.50% | +5.61% | +4.29% | +20.21% | -19.13% | +31.91% | -15.44% | +20.70% | -8.69% | +12.05% | +20.48% | -10.25% |
| 2014 | 2013 | 2012 | 2011 | 2010 | |||||||
| +8.30% | +18.40% | +16.28% | -0.64% | +3.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.85% | -4.99% | -2.91% | +7.64% | -4.89% | -2.71% | -5.50% | ||||||
| 2025 | +4.90% | +2.87% | -6.06% | -5.61% | +1.43% | +3.55% | +0.18% | +4.74% | -4.02% | +0.58% | +3.52% | +0.20% | +5.61% |
| 2024 | -1.70% | -1.45% | +3.73% | -1.54% | +2.40% | -0.68% | +6.89% | -1.86% | -0.08% | -2.32% | +5.96% | -4.48% | +4.29% |
| 2023 | +16.12% | -5.30% | -7.20% | +0.91% | -2.44% | +11.15% | +6.20% | -1.65% | -4.13% | -10.31% | +10.74% | +8.26% | +20.21% |
| 2022 | -0.69% | -3.91% | +3.09% | -8.19% | +2.99% | -8.93% | +10.77% | -3.86% | -18.69% | +12.35% | +6.97% | -8.25% | -19.13% |
| 2021 | +1.58% | +11.19% | +6.81% | +4.12% | +3.44% | -0.66% | -0.88% | +2.54% | -1.11% | +4.29% | -4.18% | +1.75% | +31.91% |
| 2020 | +1.10% | -9.33% | -44.41% | +19.01% | +3.35% | +5.30% | +0.55% | +2.67% | -1.64% | -0.28% | +19.61% | +5.79% | -15.44% |
| 2019 | +11.65% | +1.30% | -1.25% | +3.41% | -7.89% | +6.14% | +1.67% | -7.93% | +6.30% | +1.54% | +3.58% | +2.13% | +20.70% |
| 2018 | -2.78% | -3.40% | +4.98% | +1.78% | +2.70% | -0.85% | +3.88% | +0.13% | -3.28% | -4.07% | +2.53% | -9.69% | -8.69% |
| 2017 | +2.70% | +3.22% | +1.22% | +2.45% | -3.27% | +3.68% | +0.77% | -3.45% | +4.16% | -1.69% | +1.63% | +0.37% | +12.05% |
Drawdown analysis of KBWD (INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF)
The maximum drawdown for the KBWD was -58.56%, occurring on Apr 3, 2020. Recovery took 266 trading sessions.
The current KBWD drawdown is -12.21%.
Since Dec 2, 2010 KBWD has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.56% | Feb 20, 2020 | 31 | Apr 3, 2020 | 266 | Apr 26, 2021 | 297 |
| -30.73% | Nov 8, 2021 | 231 | Oct 10, 2022 | 442 | Jul 16, 2024 | 673 |
| -29.10% | Apr 23, 2015 | 203 | Feb 11, 2016 | 191 | Nov 11, 2016 | 394 |
| -19.65% | Feb 19, 2025 | 34 | Apr 8, 2025 | 189 | Jan 8, 2026 | 223 |
| -18.44% | Aug 30, 2018 | 79 | Dec 24, 2018 | 220 | Nov 7, 2019 | 299 |
| -17.68% | Jul 7, 2011 | 61 | Oct 3, 2011 | 75 | Jan 20, 2012 | 136 |
| -15.03% | Jan 16, 2026 | 48 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -12.94% | Sep 14, 2012 | 41 | Nov 14, 2012 | 43 | Jan 17, 2013 | 84 |
| -9.70% | May 17, 2013 | 25 | Jun 24, 2013 | 85 | Oct 23, 2013 | 110 |
| -8.74% | Jul 23, 2024 | 14 | Aug 12, 2024 | 77 | Nov 29, 2024 | 91 |
| -8.49% | Oct 20, 2017 | 72 | Feb 5, 2018 | 57 | Apr 27, 2018 | 129 |
| -7.78% | Jun 8, 2021 | 28 | Jul 19, 2021 | 62 | Oct 14, 2021 | 90 |
| -6.82% | Nov 29, 2024 | 27 | Jan 10, 2025 | 14 | Jan 31, 2025 | 41 |
| -6.32% | Apr 27, 2017 | 14 | May 17, 2017 | 52 | Aug 1, 2017 | 66 |
| -5.94% | Apr 27, 2012 | 25 | Jun 4, 2012 | 11 | Jun 19, 2012 | 36 |
| -5.74% | Aug 1, 2017 | 26 | Sep 7, 2017 | 16 | Sep 29, 2017 | 42 |
| -5.65% | Sep 11, 2014 | 24 | Oct 15, 2014 | 18 | Nov 10, 2014 | 42 |
| -5.49% | Nov 26, 2014 | 13 | Dec 16, 2014 | 50 | Mar 2, 2015 | 63 |
| -5.42% | Feb 16, 2017 | 14 | Mar 9, 2017 | 23 | Apr 11, 2017 | 37 |
| -4.73% | May 7, 2021 | 3 | May 12, 2021 | 3 | May 17, 2021 | 6 |
| -4.72% | Jan 22, 2014 | 8 | Feb 3, 2014 | 10 | Feb 18, 2014 | 18 |
| -4.63% | Apr 2, 2012 | 5 | Apr 10, 2012 | 13 | Apr 27, 2012 | 18 |
| -4.57% | Apr 29, 2011 | 29 | Jun 10, 2011 | 17 | Jul 6, 2011 | 46 |
| -4.18% | Dec 8, 2016 | 5 | Dec 15, 2016 | 12 | Jan 4, 2017 | 17 |
| -4.14% | Oct 24, 2013 | 10 | Nov 7, 2013 | 46 | Jan 15, 2014 | 56 |