KBWY ETF

KBWY ETF
$17.90
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Returns Overview

1 Month
-1.05%
3 Months
+11.43%
6 Months
+19.49%
YTD
+25.30%
1 Year
+30.87%
3 Years (annualized)
+6.77%
5 Years (annualized)
+2.53%
10 Years (annualized)
+0.44%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would KBWY have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
KBW NASDAQ Premium Yield Equity REIT Index(^KYX)
This ETF (YTD)
+25.30%
Peer Avg (YTD)
+12.53%
vs Peers
+12.77%

KBWY ETF Performance

KBWY performance across multiple time periods: 1-month -1.05%, YTD 25.30%, 1-year 30.87%, 3-year 6.77%, 5-year 2.53%, 10-year 0.44%.

KBWY returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

KBWY vs another fund shows side-by-side returns. KBWY alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.05%N/A
3 Months+11.43%N/A
6 Months+19.49%N/A
1 Year+30.87%N/A
3 Years+6.77%N/A
5 Years+2.53%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized