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 2025-05-30 YTD
Return
TRR
Price
KBWY
×
−11.51%
2025-05-30
1.133 TRR
2025-05-30
Invesco KBW Premium Yield Equity REIT ETF NASDAQ Exchange-Traded Fund
XSHD
×
−8.13%
2025-05-30
0.6533 TRR
2025-05-30
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund

Returns

Thu 2016-12-01? to Fri 2025-05-30 Overall
Return
Exponential
Trendline
KBWY
×
−37.35%
−5.36%/yr
−5.77%/yr
(R2=0.580)
Invesco KBW Premium Yield Equity REIT ETF NASDAQ Exchange-Traded Fund
XSHD
×
−34.67%
−4.89%/yr
−5.23%/yr
(R2=0.562)
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund

Growth of $10,000

Thu 2016-12-01? to Fri 2025-05-30 Start
Value
End
Value
KBWY
×
$10,000.00
2016-12-01
$6,264.62
2025-05-30
Invesco KBW Premium Yield Equity REIT ETF NASDAQ Exchange-Traded Fund
XSHD
×
$10,000.00
2016-12-01
$6,533.33
2025-05-30
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund

Annual Returns

Year KBWY XSHD
2025 (YTD) −11.51% −8.13%
2024 −6.20% −7.93%
2023 +9.22% −0.32%
2022 −23.90% −24.35%
2021 +22.60% +10.50%
2020 −26.85% −14.72%
2019 +20.62% +15.30%
2018 −19.71% −9.57%
2017 −1.26% −0.61%
2016 +30.34% +4.89%
2015 −8.83%
2014 +22.79%
2013 +9.10%
2012 +26.65%
2011 −7.79%
2010 +2.99%

Drawdowns

Thu 2016-12-01? to Fri 2025-05-30 Current
Drawdown
Worst
Drawdown
KBWY
×
−43.63% −59.06%
2020-03-18
Invesco KBW Premium Yield Equity REIT ETF NASDAQ Exchange-Traded Fund
XSHD
×
−42.13% −50.66%
2020-04-03
Invesco S&P SmallCap High Dividend Low Volatility ETF Exchange-Traded Fund