KBWY ETF

$15.37

Returns Overview

1 Month
+3.38%
3 Months
+7.00%
6 Months
+7.80%
YTD
+2.52%
1 Year
-1.92%
3 Years
-2.55%
5 Years
+2.57%
10 Years
+1.70%

Risk Metrics (5-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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

+3.38%

3 Months Performance

+7.00%

6 Months Performance

+7.80%

1 Year Performance

-1.92%

Benchmark & Peers

Benchmark
KBW NASDAQ Premium Yield Equity REIT Index(^KYX)
This ETF (YTD)
+2.52%
Peer Avg (YTD)
+2.68%
vs Peers
-0.16%

KBWY ETF Performance

KBWY performance across multiple time periods: 1-month 3.38%, YTD 2.52%, 1-year -1.92%, 3-year -2.55%, 5-year 2.57%, 10-year 1.70%.

KBWY returns trail the peer average of 2.68% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.38%N/A
3 Months+7.00%N/A
6 Months+7.80%N/A
1 Year-1.92%N/A
3 Years-2.55%N/A
5 Years+2.57%N/A

All returns shown are total returns, not annualized