Invesco Kbw Property Etf Profile
| KBWP Etf | USD 101.92 1.30 1.29% |
Performance9 of 100
| Odds Of DistressLess than 9
|
Invesco KBW is selling at 101.92 as of the 19th of April 2024; that is 1.29% increase since the beginning of the trading day. The etf's last reported lowest price was 100.5. Invesco KBW has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Invesco KBW Property are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund generally will invest at least 90 percent of its total assets in the securities that comprise the underlying index. KBW Property is traded on NASDAQ Exchange in the United States. More on Invesco KBW Property
Moving together with Invesco Etf
| 0.98 | XLF | Financial Select Sector | PairCorr |
| 0.97 | VFH | Vanguard Financials Index | PairCorr |
| 0.98 | IYF | iShares Financials ETF | PairCorr |
| 0.96 | FNCL | Fidelity MSCI Financials | PairCorr |
| 0.95 | IYG | iShares Financial | PairCorr |
Invesco Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Invesco KBW's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Invesco KBW or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Financials ETFs, Sector ETFs, Financial, Invesco (View all Sectors) |
| Issuer | Invesco |
| Inception Date | 2010-12-02 |
| Benchmark | KBW Nasdaq Property & Casualty Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 307.38 Million |
| Average Trading Valume | 50,682.2 |
| Asset Type | Equity |
| Category | Sector |
| Focus | Financials |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | Invesco Capital Management LLC |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Invesco Distributors, Inc. |
| Portfolio Manager | Peter Hubbard, Michael Jeanette, Pratik Doshi, Tony Seisser |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Aug |
| Exchange | NASDAQ |
| Number of Constituents | 25.0 |
| Market Maker | Citadel |
| Total Expense | 0.35 |
| Management Fee | 0.35 |
| Country Name | USA |
| Returns Y T D | 11.68 |
| Name | Invesco KBW Property Casualty Insurance ETF |
| Currency Code | USD |
| Open Figi | BBG0019RGBH8 |
| In Threey Volatility | 17.34 |
| 1y Volatility | 13.65 |
| 200 Day M A | 91.3103 |
| 50 Day M A | 102.89 |
| Code | KBWP |
| Updated At | 18th of April 2024 |
| Currency Name | US Dollar |
Invesco KBW Property [KBWP] is traded in USA and was established 2010-12-02. The fund is listed under Financial category and is part of Invesco family. The entity is thematically classified as Financials ETFs. Invesco KBW Property now have 283.27 M in assets. , while the total return for the last 3 years was 11.4%.
Check Invesco KBW Probability Of Bankruptcy
Geographic Allocation (%)
Top Invesco KBW Property Etf Constituents
| XL | XL Fleet Corp | Stock | US Stock |
| PGR | Progressive Corp | Stock | Financials |
| WRB | W R Berkley | Stock | Financials |
| TRV | The Travelers Companies | Stock | Financials |
| THG | The Hanover Insurance | Stock | Financials |
| SIGI | Selective Insurance Group | Stock | Financials |
| RNR | Renaissancere Holdings | Stock | Financials |
Invesco KBW Target Price Odds Analysis
In regard to a normal probability distribution, the odds of Invesco KBW jumping above the current price in 90 days from now is about 42.1%. The Invesco KBW Property probability density function shows the probability of Invesco KBW etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Invesco KBW has a beta of 0.4684. This indicates as returns on the market go up, Invesco KBW average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Invesco KBW Property will be expected to be much smaller as well. Additionally, invesco KBW Property has an alpha of 0.1086, implying that it can generate a 0.11 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Invesco KBW to move above the current price in 90 days from now is about 42.1 (This Invesco KBW Property probability density function shows the probability of Invesco Etf to fall within a particular range of prices over 90 days) .
Invesco KBW Property Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Invesco KBW market risk premium is the additional return an investor will receive from holding Invesco KBW long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Invesco KBW. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Invesco KBW's alpha and beta are two of the key measurements used to evaluate Invesco KBW's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.1182 | |||
| Jensen Alpha | 0.1086 | |||
| Total Risk Alpha | 0.0624 | |||
| Sortino Ratio | 0.1043 |
Invesco KBW Against Markets
Picking the right benchmark for Invesco KBW etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Invesco KBW etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Invesco KBW is critical whether you are bullish or bearish towards Invesco KBW Property at a given time. Please also check how Invesco KBW's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Invesco KBW without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run FinTech Suite Now
FinTech SuiteUse AI to screen and filter profitable investment opportunities |
| All Next | Launch Module |
How to buy Invesco Etf?
Before investing in Invesco KBW, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Invesco KBW. To buy Invesco KBW etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Invesco KBW. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Invesco KBW etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Invesco KBW Property etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Invesco KBW Property etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Invesco KBW Property, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Invesco Etf please use our How to Invest in Invesco KBW guide.
Already Invested in Invesco KBW Property?
The danger of trading Invesco KBW Property is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Invesco KBW is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Invesco KBW. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Invesco KBW Property is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Invesco KBW Property is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Invesco Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Invesco Kbw Property Etf. Highlighted below are key reports to facilitate an investment decision about Invesco Kbw Property Etf: Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Invesco KBW Property. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in housing. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
The market value of Invesco KBW Property is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco KBW's value that differs from its market value or its book value, called intrinsic value, which is Invesco KBW's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco KBW's market value can be influenced by many factors that don't directly affect Invesco KBW's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco KBW's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco KBW is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco KBW's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.