Bill Gates Stocks Performance Guide: Compare Returns of S&P 500 and Invesco Capital Management LLC - Invesco KBW Bank ETF (KBWB)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and KBWB | ||
|---|---|---|
| S&P 500 | KBWB | |
| Start Date | May-01-2014 | May-30-2014 |
| Start Price | $2,476.46 | $27.87 |
| End Date | May-01-2024 | May-17-2024 |
| End Price | $5,018.39 | $55.20 |
| Number Monthly Prices | 121 | 121 |
| Min Date | May-01-2014 | Feb-29-2016 |
| Min Price | $2,476.46 | $25.10 |
| Max Date | Apr-01-2024 | Oct-29-2021 |
| Max Price | $5,243.77 | $65.86 |
| Total Return | 102.64% | 98.08% |
| Annualized Return | 7.26% | 7.01% |
| Current Value of $1,000 Purchase | $2,026 | $1,981 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.31% | 28.41% |
| Minimum Return | -25.54% | -43.39% |
| Maximum Return | 111.74% | 162.38% |
| Number Profitable Returns | 6,506 | 5,535 |
| Percent Profitable Returns | 89.61% | 76.24% |
| Number Unprofitable Returns | 754 | 1,725 |
| Percent Unprofitable Returns | 10.39% | 23.76% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 3.21 |
KBWB Performance Table and Chart
KBWB Dividend Chart
KBWB Dollar-cost Average
KBWB Trendline Chart
KBWB Moving Average Chart
KBWB Stock Return Map - See Patterns of Gains and Losses
KBWB Stock Returns/Purchase Dates