Performance analysis of KBWR (Invesco KBW Regional Banking ETF)
Annual Return
Over the past 3 years, KBWR has had an average annual return of +18.69%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, KBWR has had an average annual return of +4.02%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, KBWR has had an average annual return of +7.73%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 2011, KBWR has had an average annual return of +10.45%, underperforming the benchmark SPY, which returned +15.36% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.79% | +6.30% | +12.75% | -0.82% | -7.25% | +36.09% | -8.80% | +23.58% | -18.29% | +1.80% | +38.51% | +4.77% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +2.72% | +47.44% | +12.21% | +10.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.36% | +9.96% | -5.59% | +4.09% | -2.35% | -2.19% | +10.79% | ||||||
| 2025 | +5.66% | -3.54% | -7.24% | -4.20% | +4.43% | +3.62% | -0.10% | +9.02% | -2.95% | -5.16% | +5.21% | +2.84% | +6.30% |
| 2024 | -6.90% | -2.95% | +3.96% | -6.42% | +2.96% | +0.95% | +18.70% | -0.69% | -1.45% | +3.10% | +14.79% | -10.24% | +12.75% |
| 2023 | +2.78% | +0.58% | -21.04% | -3.13% | -8.63% | +7.12% | +17.87% | -8.58% | -5.41% | -4.52% | +12.50% | +17.04% | -0.82% |
| 2022 | +2.11% | +1.99% | -6.02% | -9.06% | +5.07% | -8.29% | +10.22% | -1.57% | -4.13% | +11.87% | +1.12% | -8.07% | -7.25% |
| 2021 | +6.14% | +16.57% | +4.86% | +2.34% | +2.74% | -6.55% | -4.39% | +4.78% | +4.13% | +1.80% | -2.39% | +2.99% | +36.09% |
| 2020 | -6.02% | -12.91% | -27.12% | +16.26% | -1.46% | -0.10% | -3.59% | +2.01% | -8.60% | +14.28% | +17.04% | +11.13% | -8.80% |
| 2019 | +12.77% | +6.51% | -9.00% | +8.19% | -10.20% | +7% | +4.01% | -9.13% | +5.31% | +0.80% | +3.93% | +4.30% | +23.58% |
| 2018 | +3.79% | -2.39% | +0.21% | +1.36% | +3.37% | -2.07% | -0.41% | +2.48% | -5.08% | -9.30% | +5.08% | -15.04% | -18.29% |
| 2017 | -1.15% | +2.43% | -4.96% | -1.17% | -4.56% | +6.51% | -1.94% | -4.52% | +9.81% | +0.37% | +3.52% | -1.43% | +1.80% |
Drawdown analysis of KBWR (Invesco KBW Regional Banking ETF)
The maximum drawdown for the KBWR was -52.79%, occurring on Mar 23, 2020. Recovery took 230 trading sessions.
The current KBWR drawdown is -7.63%.
Since Nov 1, 2011 KBWR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.79% | Jun 8, 2018 | 449 | Mar 23, 2020 | 230 | Feb 19, 2021 | 679 |
| -43.01% | Jan 14, 2022 | 331 | May 11, 2023 | 375 | Nov 6, 2024 | 706 |
| -28.10% | Nov 25, 2024 | 90 | Apr 8, 2025 | 197 | Jan 21, 2026 | 287 |
| -23.91% | Nov 6, 2015 | 52 | Jan 25, 2016 | 180 | Oct 10, 2016 | 232 |
| -17.50% | Mar 1, 2017 | 132 | Sep 7, 2017 | 58 | Nov 29, 2017 | 190 |
| -16.30% | Mar 12, 2021 | 88 | Jul 19, 2021 | 76 | Nov 3, 2021 | 164 |
| -14.59% | Mar 20, 2014 | 145 | Oct 15, 2014 | 101 | Mar 12, 2015 | 246 |
| -14.56% | Mar 19, 2012 | 53 | Jun 4, 2012 | 72 | Sep 14, 2012 | 125 |
| -14.53% | Jun 26, 2015 | 41 | Aug 25, 2015 | 52 | Nov 6, 2015 | 93 |
| -12.45% | Sep 14, 2012 | 42 | Nov 15, 2012 | 52 | Feb 1, 2013 | 94 |
| -10.77% | Jan 22, 2014 | 8 | Feb 3, 2014 | 31 | Mar 19, 2014 | 39 |
| -10.34% | Mar 6, 2026 | 15 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -9.71% | Nov 11, 2021 | 26 | Dec 20, 2021 | 12 | Jan 6, 2022 | 38 |
| -9.50% | Nov 7, 2011 | 13 | Nov 25, 2011 | 5 | Dec 2, 2011 | 18 |
| -8.88% | Mar 9, 2018 | 10 | Mar 23, 2018 | 40 | May 21, 2018 | 50 |
| -7.24% | Jan 23, 2018 | 12 | Feb 8, 2018 | 17 | Mar 6, 2018 | 29 |
| -7.03% | Aug 5, 2013 | 20 | Sep 3, 2013 | 31 | Oct 16, 2013 | 51 |
| -6.94% | Mar 20, 2013 | 20 | Apr 18, 2013 | 18 | May 14, 2013 | 38 |
| -5.59% | Jan 4, 2017 | 8 | Jan 17, 2017 | 20 | Feb 14, 2017 | 28 |
| -5.58% | Feb 17, 2012 | 11 | Mar 6, 2012 | 5 | Mar 13, 2012 | 16 |
| -5.01% | Nov 29, 2017 | 11 | Dec 14, 2017 | 17 | Jan 10, 2018 | 28 |
| -4.28% | Feb 6, 2026 | 10 | Feb 23, 2026 | 3 | Feb 26, 2026 | 13 |
| -4.14% | Feb 24, 2021 | 2 | Feb 26, 2021 | 5 | Mar 5, 2021 | 7 |
| -3.86% | Oct 10, 2016 | 3 | Oct 13, 2016 | 17 | Nov 7, 2016 | 20 |
| -3.82% | Dec 9, 2011 | 3 | Dec 14, 2011 | 4 | Dec 20, 2011 | 7 |