Invesco Kbw High Etf Performance
| KBWD Etf | USD 15.29 0.14 0.92% |
The etf retains a Market Volatility (i.e., Beta) of 1.48, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Invesco KBW will likely underperform.
Risk-Adjusted Performance
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Over the last 90 days Invesco KBW High has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, Invesco KBW is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
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4 | Invesco KBW High Dividend Yield Financial ETF Stake Raised by Koshinski Asset Management Inc. - Defense World | 04/15/2024 |
| In Threey Sharp Ratio | 0.09 |
Invesco |
Invesco KBW Relative Risk vs. Return Landscape
If you would invest 1,544 in Invesco KBW High on January 26, 2024 and sell it today you would lose (15.00) from holding Invesco KBW High or give up 0.97% of portfolio value over 90 days. Invesco KBW High is currently does not generate positive expected returns and assumes 1.2786% risk (volatility on return distribution) over the 90 days horizon. In different words, 11% of etfs are less volatile than Invesco, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Invesco KBW Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco KBW's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Invesco KBW High, and traders can use it to determine the average amount a Invesco KBW's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0058
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| Negative Returns | KBWD |
Estimated Market Risk
| 1.28 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Invesco KBW is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco KBW by adding Invesco KBW to a well-diversified portfolio.
Invesco KBW Fundamentals Growth
Invesco Etf prices reflect investors' perceptions of the future prospects and financial health of Invesco KBW, and Invesco KBW fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Etf performance.
| Price To Earning | 11.20 X | |||
| Price To Book | 0.89 X | |||
| Price To Sales | 2.40 X | |||
| Total Asset | 342.12 M | |||
About Invesco KBW Performance
To evaluate Invesco KBW High Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Invesco KBW generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Invesco Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Invesco KBW High market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Invesco's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund generally will invest at least 90 percent of its total assets in the securities that comprise the underlying index. KBW High is traded on NASDAQ Exchange in the United States.| Invesco KBW High generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Invesco KBW High Dividend Yield Financial ETF Stake Raised by Koshinski Asset Management Inc. - Defense World | |
| The fund maintains all of its assets in stocks |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Invesco KBW High. 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 Global Correlations module to find global opportunities by holding instruments from different markets.
The market value of Invesco KBW High 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.