The investment seeks to track the investment results (before fees and expenses) of the KBW Nasdaq Property & Casualty Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is a modified-market capitalization-weighted index designed to track the performance of companies primarily engaged in U.S. property and casualty insurance activities, as determined by the index provider. The fund is non-diversified.
|KBWB||Invesco KBW Bank ETF||0.35 %||
|EUFN||iShares MSCI Europe Financials..||0.48 %||
|DFNL||Davis Select Financial ETF||0.64 %||
|FTXO||First Trust Nasdaq Bank ETF||0.60 %||
|QABA||First Trust NASDAQ ABA Communi..||0.60 %||
|PFI||Invesco DWA Financial Momentum..||0.60 %||
|KBWR||Invesco KBW Regional Banking E..||0.35 %||
|PSCF||Invesco S&P SmallCap Financial..||0.29 %||
|Market Performance vs.
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||13.93%||80%||B-||80%||B-|
|Risk Adjusted Return||54.63%||90%||A-||75%||C|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The company has under performed its peers on annual average total returns in the past 5 years.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.