Invesco KBW Property & Casualty Insurance ETF (KBWP)
KBWP is a passive ETF by Invesco tracking the investment results of the KBW Nasdaq Property & Casualty (TR). KBWP launched on Dec 2, 2010 and has a 0.35% expense ratio.
ETF Info
US73936Q7777
46138E586
Dec 2, 2010
North America (U.S.)
1x
KBW Nasdaq Property & Casualty (TR)
Multi-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Invesco KBW Property & Casualty Insurance ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Invesco KBW Property & Casualty Insurance ETF had a return of 35.62% year-to-date (YTD) and 38.93% in the last 12 months. Over the past 10 years, Invesco KBW Property & Casualty Insurance ETF had an annualized return of 13.82%, outperforming the S&P 500 benchmark which had an annualized return of 11.11%.
KBWP
35.62%
2.98%
13.46%
38.93%
13.94%
13.82%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of KBWP, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 8.57% | 3.91% | 6.01% | -4.76% | 3.97% | -3.70% | 6.27% | 6.16% | 0.28% | -1.37% | 35.62% | ||
| 2023 | 3.95% | 1.23% | -7.59% | 1.27% | -6.48% | 4.26% | 2.86% | -1.67% | 1.97% | 4.23% | 4.52% | -0.74% | 7.09% |
| 2022 | 0.83% | 1.31% | 7.39% | -5.92% | 3.87% | -4.05% | -6.03% | 0.37% | -3.49% | 14.91% | 5.16% | -2.62% | 10.15% |
| 2021 | -4.42% | 8.08% | 7.18% | 4.74% | 0.72% | -3.20% | 0.83% | 4.89% | -5.02% | 4.37% | -5.57% | 7.74% | 20.61% |
| 2020 | 0.83% | -11.03% | -16.27% | -0.66% | 3.09% | 3.63% | 4.33% | 2.72% | -5.85% | 2.06% | 12.29% | 6.27% | -2.05% |
| 2019 | 5.74% | 5.84% | -1.76% | 6.66% | 2.52% | 3.81% | 3.09% | -1.84% | 4.97% | -5.98% | 2.33% | 0.88% | 28.67% |
| 2018 | 2.63% | -2.95% | 5.16% | -0.70% | -0.96% | -2.01% | 5.66% | 1.43% | 0.45% | -4.58% | 0.38% | -6.58% | -2.76% |
| 2017 | -0.35% | 4.17% | -1.18% | 0.19% | 0.31% | 1.87% | 3.04% | -3.92% | 1.15% | 3.00% | 1.21% | -0.71% | 8.86% |
| 2016 | -4.18% | 0.37% | 6.56% | -3.11% | 4.05% | 1.43% | -0.12% | 2.37% | -0.87% | -0.05% | 5.73% | 5.50% | 18.42% |
| 2015 | -1.72% | 3.19% | 1.66% | -1.89% | 0.82% | 2.37% | 7.38% | -4.68% | 1.08% | 5.66% | 0.80% | -0.36% | 14.61% |
| 2014 | -7.60% | 2.11% | 2.32% | 2.07% | 1.40% | 1.45% | -4.59% | 6.17% | -1.45% | 5.69% | 2.49% | 1.95% | 11.73% |
| 2013 | 7.10% | 4.68% | 5.16% | 1.58% | -0.97% | -0.16% | 3.14% | -3.49% | 4.96% | 4.66% | 3.09% | 0.52% | 34.16% |
Expense Ratio
KBWP features an expense ratio of 0.35%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of KBWP is 83, placing it in the top 17% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco KBW Property & Casualty Insurance ETF (KBWP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Invesco KBW Property & Casualty Insurance ETF provided a 1.29% dividend yield over the last twelve months, with an annual payout of $1.56 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.56 | $1.52 | $1.72 | $2.41 | $1.32 | $1.42 | $1.20 | $1.13 | $1.19 | $0.65 | $1.16 | $0.68 |
Dividend yield | 1.29% | 1.68% | 1.99% | 3.02% | 1.93% | 1.99% | 2.11% | 1.90% | 2.14% | 1.35% | 2.73% | 1.72% |
Monthly Dividends
The table displays the monthly dividend distributions for Invesco KBW Property & Casualty Insurance ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $1.13 | |
| 2023 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.44 | $1.52 |
| 2022 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.49 | $1.72 |
| 2021 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.93 | $2.41 |
| 2020 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.39 | $1.32 |
| 2019 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.40 | $1.42 |
| 2018 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.42 | $1.20 |
| 2017 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.63 | $1.13 |
| 2016 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.59 | $1.19 |
| 2015 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.37 | $0.65 |
| 2014 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.60 | $1.16 |
| 2013 | $0.06 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.42 | $0.68 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco KBW Property & Casualty Insurance ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Invesco KBW Property & Casualty Insurance ETF was 39.77%, occurring on Mar 23, 2020. Recovery took 241 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.77% | Feb 12, 2020 | 28 | Mar 23, 2020 | 241 | Mar 8, 2021 | 269 |
| -19.03% | May 2, 2011 | 22 | Sep 23, 2011 | 15 | Feb 3, 2012 | 37 |
| -17% | Apr 4, 2022 | 121 | Sep 26, 2022 | 43 | Nov 25, 2022 | 164 |
| -16.59% | Sep 24, 2018 | 64 | Dec 24, 2018 | 74 | Apr 11, 2019 | 138 |
| -13.35% | Feb 14, 2023 | 23 | Mar 17, 2023 | 173 | Nov 22, 2023 | 196 |
Volatility
Volatility Chart
The current Invesco KBW Property & Casualty Insurance ETF volatility is 6.23%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.