Performance analysis of KBWY (INVESCO KBW PREMIUM YIELD EQUITY REIT ETF)
Annual Return
Over the past 3 years, KBWY has had an average annual return of +9.11%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, KBWY has had an average annual return of +2.15%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, KBWY has had an average annual return of +1.19%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Dec 2, 2010, KBWY has had an average annual return of +4.73%, underperforming the benchmark SPY, which returned +14.45% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.05% | -5.32% | -3.50% | +12.92% | -18.98% | +31.20% | -25.79% | +23.40% | -18.17% | +0.80% | +33.05% | -8.16% |
| 2014 | 2013 | 2012 | 2011 | 2010 | |||||||
| +23.74% | +10.73% | +28.85% | -5.12% | +3.19% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.29% | +3.36% | -5.96% | +10.30% | +5.19% | -0.48% | +17.05% | ||||||
| 2025 | -1.03% | +1.02% | -4.74% | -6.60% | +1.25% | +2.10% | -2.02% | +7.74% | -1.63% | -5.00% | +4.91% | -0.52% | -5.32% |
| 2024 | -9.88% | -3.38% | +5.01% | -2.91% | +2.19% | +1.84% | +12.70% | +2.93% | +4.01% | -4.86% | +0.96% | -9.87% | -3.50% |
| 2023 | +14.20% | -6.27% | -10.08% | -5.56% | -0.92% | +7.10% | +9.46% | -1.34% | -8.21% | -4.81% | +11.58% | +11.19% | +12.92% |
| 2022 | -4.11% | -1.25% | +6.14% | -9.56% | +3.22% | -5.66% | +8.36% | -6.64% | -13.59% | +8.68% | +3.84% | -7.23% | -18.98% |
| 2021 | -1.03% | +5.60% | +5.32% | +3.24% | -0.09% | +1.41% | +4.56% | -0.17% | -2.85% | +3.89% | -3.19% | +11.74% | +31.20% |
| 2020 | -6.39% | -6.17% | -37.97% | +12.35% | -0.42% | +7.26% | -3.36% | +3.15% | -5.64% | -4.95% | +22.75% | +3.43% | -25.79% |
| 2019 | +19.70% | -4.80% | +1.51% | -1.27% | -1.24% | +2.03% | -0.62% | -0.99% | +7.22% | +1.24% | +0.39% | +0.01% | +23.40% |
| 2018 | -4.84% | -8.52% | +3.32% | +2.06% | +8.05% | +5.73% | -0.49% | +1.93% | -5.08% | -7.03% | +0.27% | -13.07% | -18.17% |
| 2017 | +0.04% | +2.44% | -0.66% | +1.05% | -3.61% | +3.17% | +1.72% | -2.51% | +3.33% | -1.59% | +0.02% | -2.31% | +0.80% |
Drawdown analysis of KBWY (INVESCO KBW PREMIUM YIELD EQUITY REIT ETF)
The maximum drawdown for the KBWY was -57.65%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current KBWY drawdown is -10.71%.
Since Dec 2, 2010 KBWY has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.65% | Jul 6, 2018 | 427 | Mar 18, 2020 | Ongoing | Ongoing | Ongoing |
| -25.64% | Jan 29, 2015 | 261 | Feb 11, 2016 | 96 | Jun 29, 2016 | 357 |
| -25.32% | Apr 28, 2011 | 110 | Oct 4, 2011 | 144 | May 1, 2012 | 254 |
| -19.31% | May 21, 2013 | 62 | Aug 19, 2013 | 304 | Oct 31, 2014 | 366 |
| -18.75% | Oct 18, 2017 | 107 | Mar 23, 2018 | 70 | Jul 5, 2018 | 177 |
| -15.61% | Sep 7, 2016 | 41 | Nov 3, 2016 | 25 | Dec 9, 2016 | 66 |
| -8.73% | May 1, 2012 | 23 | Jun 4, 2012 | 19 | Jun 29, 2012 | 42 |
| -7.97% | Apr 18, 2017 | 21 | May 17, 2017 | 102 | Oct 11, 2017 | 123 |
| -7.41% | Feb 27, 2017 | 8 | Mar 9, 2017 | 23 | Apr 11, 2017 | 31 |
| -6.68% | Sep 14, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
| -6.54% | Feb 28, 2011 | 12 | Mar 16, 2011 | 25 | Apr 20, 2011 | 37 |
| -3.74% | Jul 17, 2012 | 5 | Jul 24, 2012 | 25 | Aug 28, 2012 | 30 |
| -3.45% | Aug 15, 2016 | 9 | Aug 26, 2016 | 7 | Sep 7, 2016 | 16 |
| -3.41% | Dec 7, 2010 | 9 | Dec 20, 2010 | 2 | Dec 22, 2010 | 11 |
| -3.14% | Dec 9, 2016 | 4 | Dec 15, 2016 | 10 | Dec 30, 2016 | 14 |
| -2.96% | Jan 3, 2011 | 6 | Jan 11, 2011 | 11 | Jan 27, 2011 | 17 |
| -2.70% | Jan 26, 2017 | 4 | Feb 1, 2017 | 8 | Feb 13, 2017 | 12 |
| -2.49% | Apr 12, 2013 | 4 | Apr 18, 2013 | 3 | Apr 23, 2013 | 7 |
| -2.47% | Feb 18, 2011 | 3 | Feb 24, 2011 | 2 | Feb 28, 2011 | 5 |
| -2.45% | Dec 11, 2014 | 2 | Dec 15, 2014 | 2 | Dec 17, 2014 | 4 |
| -2.34% | Jan 4, 2017 | 10 | Jan 19, 2017 | 5 | Jan 26, 2017 | 15 |
| -2.23% | Jul 29, 2016 | 3 | Aug 3, 2016 | 5 | Aug 10, 2016 | 8 |
| -2.03% | Feb 19, 2013 | 4 | Feb 25, 2013 | 2 | Feb 27, 2013 | 6 |
| -1.80% | Nov 10, 2014 | 7 | Nov 19, 2014 | 5 | Nov 26, 2014 | 12 |
| -1.68% | Dec 30, 2014 | 1 | Dec 31, 2014 | 2 | Jan 5, 2015 | 3 |