CBFV vs. KRE
CBFV (CB Financial Services, Inc.) is a stock, while KRE (SPDR S&P Regional Banking ETF) is Financials Equities fund tracking the S&P Regional Banks Select Industry Index. Over the past 10 years, CBFV returned 9.34%/yr vs 9.54%/yr for KRE. Their 0.12 correlation means their historical movements had little consistent relationship.
Performance
CBFV vs. KRE - Performance Comparison
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Returns By Period
In the year-to-date period, CBFV achieves a 6.73% return, which is significantly lower than KRE's 18.73% return. Both investments have delivered pretty close results over the past 10 years, with CBFV having a 9.34% annualized return and KRE not far ahead at 9.54%.
CBFV
- 1D
- -2.63%
- 1M
- -3.96%
- 6M
- 3.84%
- YTD
- 6.73%
- 1Y
- 22.68%
- 3Y*
- 21.64%
- 5Y*
- 13.91%
- 10Y*
- 9.34%
- ALL TIME*
- 9.46%
KRE
- 1D
- 0.21%
- 1M
- 1.39%
- 6M
- 11.83%
- YTD
- 18.73%
- 1Y
- 32.45%
- 3Y*
- 19.76%
- 5Y*
- 6.87%
- 10Y*
- 9.54%
- ALL TIME*
- 4.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $227.59K | $182.66K | $228.71K | |
| $961.35M | $999.45M | $1.05B |
CBFV vs. KRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBFV CB Financial Services, Inc. | 6.73% | 25.99% | 25.11% | 16.48% | -7.16% | 25.67% | -30.79% | 26.28% | -14.92% | 19.86% |
KRE SPDR S&P Regional Banking ETF | 18.73% | 10.21% | 18.58% | -7.61% | -15.08% | 39.29% | -7.43% | 27.44% | -18.81% | 7.49% |
Correlation
The correlation between CBFV and KRE is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.33 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.22 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 2006 | 0.12 |
Over the past year, CBFV and KRE have become more correlated (0.40) than their long-term average of 0.12, meaning their price movements have been converging.
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Return for Risk
CBFV vs. KRE — Risk / Return Rank
CBFV
KRE
CBFV vs. KRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CB Financial Services, Inc. (CBFV) and SPDR S&P Regional Banking ETF (KRE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CBFV | KRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.24 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 2.00 | -0.03 |
| Martin ratioReturn relative to average drawdown | 4.11 | 5.30 | -1.19 |
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Drawdowns
CBFV vs. KRE - Drawdown Comparison
The maximum CBFV drawdown since its inception was -50.77%, smaller than the maximum KRE drawdown of -68.54%. Use the drawdown chart below to compare losses from any high point for CBFV and KRE.
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Drawdown Indicators
| CBFV | KRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.77% | -68.54% | +17.77% |
Max Drawdown (1Y)Largest decline over 1 year | -9.93% | -14.95% | +5.02% |
Max Drawdown (3Y)Largest decline over 3 years | -21.15% | -28.20% | +7.05% |
Max Drawdown (5Y)Largest decline over 5 years | -27.33% | -52.69% | +25.36% |
Max Drawdown (10Y)Largest decline over 10 years | -50.77% | -54.92% | +4.15% |
Current DrawdownCurrent decline from peak | -4.39% | -2.39% | -2.00% |
Average DrawdownAverage peak-to-trough decline | -12.72% | -21.74% | +9.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 5.63% | -0.89% |
Volatility
CBFV vs. KRE - Volatility Comparison
CB Financial Services, Inc. (CBFV) has a higher volatility of 8.14% compared to SPDR S&P Regional Banking ETF (KRE) at 5.56%. This indicates that CBFV's price experiences larger fluctuations and is considered to be riskier than KRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBFV | KRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.14% | 5.56% | +2.58% |
Volatility (6M)Calculated over the trailing 6-month period | 19.63% | 15.30% | +4.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.72% | 22.91% | +3.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.37% | 29.63% | -3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.79% | 31.76% | -2.97% |
Dividends
CBFV vs. KRE - Dividend Comparison
CBFV's dividend yield for the trailing twelve months is around 2.95%, more than KRE's 2.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBFV CB Financial Services, Inc. | 2.95% | 2.93% | 3.50% | 4.20% | 4.48% | 3.99% | 4.80% | 3.19% | 3.59% | 2.93% | 3.40% | 3.71% |
KRE SPDR S&P Regional Banking ETF | 2.10% | 2.45% | 2.59% | 2.99% | 2.51% | 1.97% | 2.78% | 2.21% | 2.48% | 1.40% | 1.40% | 1.80% |
Frequently Asked Questions
CBFV and KRE have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CBFV has higher volatility (8.14%) compared to KRE (5.56%). In terms of maximum drawdown, CBFV dropped -50.77% vs KRE's -68.54%.
KRE currently has the higher Sharpe Ratio (1.31 vs 0.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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