Performance analysis of KBWP (INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF)
Annual Return
Over the past 3 years, KBWP has had an average annual return of +14.48%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, KBWP has had an average annual return of +9.98%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, KBWP has had an average annual return of +11.24%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Dec 22, 2010, KBWP has had an average annual return of +12.67%, underperforming the benchmark SPY, which returned +14.27% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -8.81% | +11.47% | +30.45% | +7.06% | +10.14% | +20.67% | -2.00% | +28.68% | -2.73% | +8.86% | +18.43% | +14.63% |
| 2014 | 2013 | 2012 | 2011 | 2010 | |||||||
| +11.73% | +34.16% | +24.21% | -0.75% | -0.04% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.84% | +2.23% | -5.12% | +0.69% | -3.74% | -0.16% | -8.81% | ||||||
| 2025 | -1.88% | +5.35% | +4.41% | -3.83% | +4.72% | -1.80% | -4.44% | +3.49% | +2.14% | -5.90% | +7.08% | +2.63% | +11.47% |
| 2024 | +8.57% | +3.91% | +6.01% | -4.76% | +3.97% | -3.70% | +6.27% | +6.16% | +0.28% | -1.37% | +10.89% | -7.55% | +30.45% |
| 2023 | +3.95% | +1.23% | -7.60% | +1.27% | -6.48% | +4.26% | +2.86% | -1.67% | +1.96% | +4.23% | +4.52% | -0.74% | +7.06% |
| 2022 | +0.83% | +1.31% | +7.38% | -5.93% | +3.87% | -4.05% | -6.03% | +0.37% | -3.50% | +14.91% | +5.16% | -2.62% | +10.14% |
| 2021 | -4.42% | +8.08% | +7.20% | +4.74% | +0.72% | -3.21% | +0.83% | +4.89% | -5.00% | +4.37% | -5.57% | +7.78% | +20.67% |
| 2020 | +0.83% | -11.03% | -16.23% | -0.66% | +3.09% | +3.63% | +4.33% | +2.72% | -5.84% | +2.06% | +12.29% | +6.27% | -2.00% |
| 2019 | +5.74% | +5.84% | -1.76% | +6.66% | +2.51% | +3.82% | +3.08% | -1.85% | +4.97% | -5.98% | +2.33% | +0.89% | +28.68% |
| 2018 | +2.63% | -2.95% | +5.16% | -0.69% | -0.96% | -2.01% | +5.67% | +1.43% | +0.45% | -4.58% | +0.38% | -6.56% | -2.73% |
| 2017 | -0.35% | +4.17% | -1.18% | +0.19% | +0.31% | +1.87% | +3.04% | -3.92% | +1.15% | +3% | +1.21% | -0.71% | +8.86% |
Drawdown analysis of KBWP (INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF)
The maximum drawdown for the KBWP was -39.74%, occurring on Mar 23, 2020. Recovery took 241 trading sessions.
The current KBWP drawdown is -9.57%.
Since Dec 22, 2010 KBWP has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.74% | Feb 11, 2020 | 28 | Mar 23, 2020 | 241 | Mar 8, 2021 | 269 |
| -19.05% | Apr 29, 2011 | 102 | Sep 23, 2011 | 91 | Feb 3, 2012 | 193 |
| -17.01% | Apr 1, 2022 | 121 | Sep 26, 2022 | 43 | Nov 25, 2022 | 164 |
| -16.57% | Sep 21, 2018 | 64 | Dec 24, 2018 | 74 | Apr 11, 2019 | 138 |
| -13.35% | Feb 7, 2023 | 27 | Mar 17, 2023 | 173 | Nov 22, 2023 | 200 |
| -12.29% | Nov 27, 2024 | 28 | Jan 10, 2025 | 55 | Apr 1, 2025 | 83 |
| -12.26% | Aug 4, 2017 | 23 | Sep 7, 2017 | 58 | Nov 29, 2017 | 81 |
| -11.59% | Apr 1, 2025 | 4 | Apr 7, 2025 | 29 | May 19, 2025 | 33 |
| -10.43% | Dec 31, 2013 | 22 | Feb 3, 2014 | 80 | May 29, 2014 | 102 |
| -9.61% | Dec 29, 2015 | 15 | Jan 21, 2016 | 39 | Mar 17, 2016 | 54 |
| -9.57% | Dec 30, 2025 | 106 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -8.92% | May 10, 2021 | 28 | Jun 18, 2021 | 44 | Aug 20, 2021 | 72 |
| -8.45% | Jun 2, 2025 | 104 | Oct 29, 2025 | 31 | Dec 12, 2025 | 135 |
| -8.30% | Aug 18, 2015 | 5 | Aug 25, 2015 | 39 | Oct 20, 2015 | 44 |
| -7.48% | Oct 25, 2021 | 25 | Nov 30, 2021 | 24 | Jan 4, 2022 | 49 |
| -7.23% | Oct 18, 2012 | 17 | Nov 14, 2012 | 26 | Dec 21, 2012 | 43 |
| -7.10% | Aug 25, 2021 | 17 | Sep 20, 2021 | 24 | Oct 22, 2021 | 41 |
| -6.84% | May 15, 2013 | 27 | Jun 24, 2013 | 13 | Jul 12, 2013 | 40 |
| -6.81% | Sep 26, 2019 | 22 | Oct 28, 2019 | 68 | Feb 5, 2020 | 90 |
| -6.62% | Mar 28, 2024 | 13 | Apr 17, 2024 | 62 | Jul 17, 2024 | 75 |
| -6.33% | Jan 23, 2018 | 12 | Feb 8, 2018 | 20 | Mar 9, 2018 | 32 |
| -5.99% | Mar 20, 2018 | 69 | Jun 27, 2018 | 22 | Jul 30, 2018 | 91 |
| -5.98% | Oct 17, 2024 | 12 | Nov 4, 2024 | 5 | Nov 11, 2024 | 17 |
| -5.75% | Jul 22, 2013 | 29 | Aug 30, 2013 | 29 | Oct 11, 2013 | 58 |
| -5.53% | Jul 1, 2014 | 21 | Jul 31, 2014 | 21 | Aug 29, 2014 | 42 |