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 2025-12-12 YTD
Return
TRR
Price
KBWY
×
−8.17%
2025-12-12
1.176 TRR
2025-12-12
Invesco KBW Premium Yield Equity REIT ETF NASDAQ Exchange-Traded Fund
XSHD
×
−7.94%
2025-12-12
0.6552 TRR
2025-12-12
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund

Returns

Thu 2016-12-01? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
KBWY
×
−34.97%
−4.65%/yr
−5.65%/yr
(R2=0.609)
Invesco KBW Premium Yield Equity REIT ETF NASDAQ Exchange-Traded Fund
XSHD
×
−34.48%
−4.58%/yr
−5.43%/yr
(R2=0.620)
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund

Growth of $10,000

Thu 2016-12-01? to Fri 2025-12-12 Start
Value
End
Value
KBWY
×
$10,000.00
2016-12-01
$6,502.91
2025-12-12
Invesco KBW Premium Yield Equity REIT ETF NASDAQ Exchange-Traded Fund
XSHD
×
$10,000.00
2016-12-01
$6,551.72
2025-12-12
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund

Annual Returns

Year KBWY XSHD
2025 (YTD) −8.17% −7.94%
2024 −6.18% −7.89%
2023 +9.28% −0.32%
2022 −23.93% −24.38%
2021 +22.60% +10.57%
2020 −26.82% −14.71%
2019 +20.59% +15.26%
2018 −19.71% −9.58%
2017 −1.26% −0.57%
2016 +30.34% +4.90%
2015 −8.83%
2014 +22.78%
2013 +9.14%
2012 +26.65%
2011 −7.82%
2010 +3.01%

Drawdowns

Thu 2016-12-01? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
KBWY
×
−41.48% −59.09%
2020-03-18
Invesco KBW Premium Yield Equity REIT ETF NASDAQ Exchange-Traded Fund
XSHD
×
−41.99% −50.66%
2020-04-03
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund