INDX-BKX

KBW Nasdaq Bank

Index

$169.03+0.40 (+0.24%)Close Oct 16, 2026

Feb 22, 1993 – Oct 16, 2026

Final balance: $62,928
CAGR: +5.62%
Max drawdown: −84.62%
Sharpe ratio: 0.33

Growth of $10,000

Trailing returns (%)

KBW Nasdaq Bank's average annual return was 9.03% over the last 10 years and 1.99% over the last 20 years, through Oct 16, 2026. $10,000 in the KBW Nasdaq Bank on Oct 14, 2016 grew to $23,730 by Oct 16, 2026.

Ticker	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	15Y	20Y	25Y	30Y	Since 1993
INDX-BKX	−5.35	−11.84	+1.26	+2.95	+17.52	+29.77	+4.29	+9.03	+10.46	+1.99	+3.13	+4.22	+5.62

1M: −5.35%
3M: −11.84%
6M: +1.26%
YTD: +2.95%
1Y: +17.52%
3Y: +29.77%
5Y: +4.29%
10Y: +9.03%
15Y: +10.46%
20Y: +1.99%
25Y: +3.13%
30Y: +4.22%
Since 1993: +5.62%

Annual returns

1993 from Feb 22 · 2026 through Oct 16

KBW Nasdaq Bank returns by year

Year	Return
2026 through Oct 16	+2.95%
2025	+28.80%
2024	+32.75%
2023	−4.79%
2022	−23.73%
2021	+35.04%
2020	−13.63%
2019	+32.14%
2018	−19.60%
2017	+16.25%
2016	+25.60%
2015	−1.59%
2014	+7.22%
2013	+35.06%
2012	+30.22%
2011	−24.57%
2010	+22.24%
2009	−3.63%
2008	−49.98%
2007	−24.61%
2006	+13.17%
2005	−0.26%
2004	+6.80%
2003	+30.32%
2002	−13.04%
2001	−4.58%
2000	+17.08%
1999	−4.38%
1998	+6.60%
1997	+40.48%
1996	+36.52%
1995	+54.60%
1994	−6.57%
1993 from Feb 22	+1.51%

Metrics

Since 1993

Volatility	31.24%
Sortino ratio	0.48
Calmar ratio	0.07
Best year, 1995	+54.60%
Worst year, 2008	−49.98%
Positive years	18 of 32
Longest drawdown	14.1 years

Worst drawdowns

Since 1993

Decline	Peak	Bottom	Recovered	Length
−84.6%	Feb 2007	Mar 2009	Mar 2021	14.1 years
−51.4%	Jan 2022	Oct 2023	Aug 2025	3.6 years
−36.9%	Jan 2001	Oct 2002	Dec 2003	2.9 years
−36.5%	Jul 1998	Oct 1998	Apr 1999	9 months
−31.0%	Apr 1999	Mar 2000	Jan 2001	1.7 years