All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

KBWY,XSHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2016-12-01? to Fri 2025-08-01 YTD
Return
TRR
Price
KBWY
×
−12.49%
2025-08-01
1.121 TRR
2025-08-01
Invesco KBW Premium Yield Equity REIT ETF NASDAQ Exchange-Traded Fund
XSHD
×
−10.03%
2025-08-01
0.6401 TRR
2025-08-01
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund

Returns

Thu 2016-12-01? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
KBWY
×
−38.02%
−5.37%/yr
−5.75%/yr
(R2=0.593)
Invesco KBW Premium Yield Equity REIT ETF NASDAQ Exchange-Traded Fund
XSHD
×
−35.99%
−5.02%/yr
−5.30%/yr
(R2=0.582)
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund

Growth of $10,000

Thu 2016-12-01? to Fri 2025-08-01 Start
Value
End
Value
KBWY
×
$10,000.00
2016-12-01
$6,198.04
2025-08-01
Invesco KBW Premium Yield Equity REIT ETF NASDAQ Exchange-Traded Fund
XSHD
×
$10,000.00
2016-12-01
$6,400.59
2025-08-01
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund

Annual Returns

Year KBWY XSHD
2025 (YTD) −12.49% −10.03%
2024 −6.16% −7.89%
2023 +9.20% −0.32%
2022 −23.91% −24.38%
2021 +22.61% +10.53%
2020 −26.81% −14.73%
2019 +20.58% +15.30%
2018 −19.72% −9.60%
2017 −1.27% −0.57%
2016 +30.34% +4.91%
2015 −8.82%
2014 +22.80%
2013 +9.13%
2012 +26.61%
2011 −7.80%
2010 +3.02%

Drawdowns

Thu 2016-12-01? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
KBWY
×
−44.22% −59.08%
2020-03-18
Invesco KBW Premium Yield Equity REIT ETF NASDAQ Exchange-Traded Fund
XSHD
×
−43.33% −50.66%
2020-04-03
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund