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Index Performance

The total return performance for the KBW Nasdaq Indexes is provided for informational purposes in the table below. Please note, past performance is not indicative of future results.

As of 22-Mar-2017
As of 30-Dec-2016
 Total Return (%)*Annualized Total Return (%)**
SymbolIndex Name1-DayQTDYTD1-Year3-Year5-Year10-YearSince Inception***
 
Global  
GBKXKBW Nasdaq Global Bank Index-1.212.032.03 4.9-1.811.2-6.1-
U.S.  
BKXKBW Nasdaq Bank Index-0.05-1.08-1.08 28.512.220.9-0.1-
KRXKBW Nasdaq Regional Banking Index-0.67-7.46-7.46 39.014.720.23.5-
KIXKBW Nasdaq Insurance Index-0.043.783.78 22.011.121.17.5-
KPXKBW Nasdaq Property & Casualty Index-0.112.252.25 22.117.822.6N/A15.3
KFTXKBW Nasdaq Financial Technology Index0.206.416.41 13.312.024.015.2-
KSXKBW Nasdaq Capital Markets Index-0.212.132.13 19.810.721.22.4-
KYXKBW Nasdaq Premium Yield Equity REIT Index-0.04-2.22-2.22 33.615.217.0N/A8.2
KDXKBW Nasdaq Financial Sector Dividend Yield Index-0.253.823.82 21.15.810.5N/A14.3
Source: Bloomberg and KBW.
*The total return over a time period has two components - price appreciation and dividend return.

** The process of annualization converts the cumulative holding period return into a annual return which equals the cumulative return when compounded.

***Annualized total return data is shown up to a 10-year time period when available.  "Since Inception" data is used when performance is not available for all time periods shown. KDX first calculated on 6/30/2008; and KYX & KPX both first calculated on 05/12/2008.

Note:  An investor cannot invest directly in an index.

KBW Nasdaq Indexes Rules for Index Management. Please click here for the Indexes methodology.

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For further information on KBW Nasdaq Indexes, please e-mail index@kbw.com.

The following indexes: U.S.: KBW Nasdaq Bank Index (BKX), KBW Nasdaq Insurance Index (KIX), KBW Nasdaq Capital Markets Index (KSX), KBW Nasdaq Regional Banking Index (KRX), KBW Nasdaq Property & Casualty Index (KPX), KBW Nasdaq Financial Technology Index (KFTX), KBW Nasdaq Premium Yield Equity REIT Index (KYX); KBW Nasdaq Financial Sector Dividend Yield Index (KDX) and Global: KBW Nasdaq Global Bank Index (GBKX) are the property of Keefe, Bruyette & Woods, Inc. (KBW) and Nasdaq.

KBW and Nasdaq do not guarantee the accuracy and/or completeness of the Indexes, makes no express or implied warranties with respect to the Indexes and shall have no liability for any damages, claims, losses or expenses caused by errors in the index calculation. KBW and Nasdaq make no representation regarding the advisability of investing in options on the Index.

This communication is not an offer to sell or a solicitation to buy the securities mentioned. The information relating to any company herein is derived from publicly available sources and Keefe, Bruyette & Woods, Inc. makes no representation as to the accuracy or completeness of such information.