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Relative Intelligence · Banks

How KB Financial Group (KB) compares with the whole market and its popular alternatives

Built by QuantCommons' quantitative engine, this page is about relative opportunity, not data on KB alone. It places KB (KB Financial Group Inc.) against 19 popular alternatives, its neighboring categories and the entire market of over 10,000 U.S.-listed stocks and ETFs, and surfaces what has done better on consistent outperformance, return for the risk taken, behavior in real market crashes and diversification. The result is a clearer view of where KB stands in the market, and of the alternatives worth a closer look.

Period covered: KB's full trading record, from October 2000 through September 2026. The crash tests reach back to 2000 using older funds and the S&P 500. All returns include reinvested dividends. Data as of October 20, 2026.

Data as of October 20, 2026. Full tables and charts read best on a larger screen.

Rank the market against KB →Chart KB vs. 19 alternatives →
On this page12 sections

Key findings

How much would $10,000 in KB have grown?

This chart tracks a hypothetical $10,000 investment in KB over the past 25 years, with dividends reinvested, alongside the same amount in the S&P 500, investments that ended ahead of KB over the same span and KB's popular alternatives, among those that traded for the entire period. A second view covers the past 5 years, the period the better options further down the page are judged on. It shows not only where each investment ended up but also how smooth or uneven the path was.

Choose a period

From the end of September 2001 to the end of September 2026. The scale is logarithmic, so equal steps up the chart are equal percentage gains. Hover over a fund in the key to pick out its line. 304 of the 1,326 stocks and funds worth at least $500 million that traded the whole period ended ahead of KB; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$10,000$100,000$1M2001200520092013201720212025$10,000$100,000$1M20012007201320192025
  • CIB$2M+24,222% total · +24.6% a year
  • BAP$1M+10,195% total · +20.4% a year
  • IBN$718,396+7,084% total · +18.6% a year
  • HDB$527,665+5,177% total · +17.2% a year
  • BCH$277,845+2,678% total · +14.2% a year
  • KB$230,091+2,201% total · +13.4% a year
  • SPY (S&P 500)$114,557+1,046% total · +10.2% a year
  • HSBC$64,995+550% total · +7.8% a year
  • MUFG$54,931+449% total · +7.1% a year
  • BCS$21,537+115% total · +3.1% a year
Change the dates or add tickers to this chart in EasyCompare

From the end of September 2021 to the end of September 2026. Hover over a fund in the key to pick out its line. 290 of the 3,628 stocks and funds worth at least $500 million that traded the whole period ended ahead of KB; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$0$10,000$20,000$30,000$40,000$50,000$60,000202120222023202420252026$0$20,000$40,000$60,000202120222023202420252026
  • HSBC$51,297+413% total · +38.7% a year
  • MFG$46,041+360% total · +35.7% a year
  • SMFG$44,827+348% total · +35.0% a year
  • MUFG$44,537+345% total · +34.8% a year
  • BAP$44,181+342% total · +34.6% a year
  • CIB$41,844+318% total · +33.1% a year
  • WF$38,074+281% total · +30.7% a year
  • KB$32,844+228% total · +26.9% a year
  • ITUB$29,014+190% total · +23.7% a year
  • SPY (S&P 500)$19,000+90.0% total · +13.7% a year
Change the dates or add tickers to this chart in EasyCompare

KB at a glance

This section summarizes the key facts about the stock, its returns over periods from one to ten years and the risk it has carried, with dividends reinvested throughout. These figures serve as the baseline for every comparison that follows.

The company

Market value
$42B
Industry
Banks - Regional
Price history from
October 2000

Returns

Past 1 year
+49.0%total return
Past 3 years
+214%+46.5% a year
Past 5 years
+209%+25.3% a year
Past 10 years
+390%+17.2% a year
Best calendar year
+267%2001
Worst calendar year
−64.3%2008
Losing years
9 of 25full calendar years

Risk

Volatility
34.4%typical yearly swing, 5 years
Sharpe ratio
0.83return per unit of risk, 5 years
Worst decline ever
−84.8%Apr 2007 to Nov 2008
From its all-time high
−9.9%below the peak

KB against the whole market

Where KB ranks among every stock and fund, and what across the market has done better.

How does KB rank among all stocks?

This section ranks KB on return, volatility, risk-adjusted return and worst decline against every stock worth at least $300 million with enough history. Where the comparisons with its popular alternatives show how KB stacks up against its peers, these rankings show where it stands in the market as a whole.

Ranked against U.S.-listed stocks worth at least $300M that have enough history for each measure, so the count changes from row to row; smaller stocks are left out. Lower volatility and smaller declines rank higher.

MeasureKBRankStanding
1-year return+49.0%568 of 3,287top 17%
3-year return+214%363 of 3,017top 12%
5-year return+209%293 of 2,893top 10%
10-year return+390%433 of 2,202top 20%
Volatility, 5 years34.4%1,098 of 2,893top 38%
Sharpe ratio, 5 years0.83248 of 2,893top 9%
Worst decline, past 10 years−64.1%1,046 of 2,187top 48%

What has beaten KB on both return and risk?

Each dot is an investment, placed by how much it earned a year over the past 5 years (higher is better) and how much its price swung, its volatility (further left is calmer). KB sits where the dashed lines cross. Anything in the green box above and to the left earned more than KB with smaller swings, a better trade-off over this period on both counts. Past results are no promise, but a name in the box is worth a closer look.

Annual return is the annualized total return with dividends reinvested, and volatility the annualized swing in daily prices, both over 5 years. Labeled dots are the strongest picks from the table below and the names called out above, colored by how close they sit to KB; faint dots are 21 more of the 32 in the green region (the strongest, one per fund family). 3,633 stocks and funds worth at least $500 million were screened. Hover over a dot for its figures.

15.0%20.0%25.0%30.0%35.0%40.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%50.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than KBTRGP: +41.8% a year, volatility 31.7%CNQ: +26.5% a year, volatility 32.5%IMO: +34.3% a year, volatility 32.0%CAT: +31.1% a year, volatility 31.9%APH: +33.8% a year, volatility 32.2%PH: +27.4% a year, volatility 28.8%MOG-A: +36.6% a year, volatility 32.0%CW: +30.8% a year, volatility 28.7%ALSN: +27.3% a year, volatility 29.9%ESQ: +31.7% a year, volatility 31.7%IGIC: +30.8% a year, volatility 30.9%XOM: +27.1% a year, volatility 26.5%EPU: +29.5% a year, volatility 24.9%GE: +36.0% a year, volatility 31.0%SU: +33.1% a year, volatility 32.5%PAA: +27.0% a year, volatility 25.6%UNM: +30.6% a year, volatility 29.3%AIT: +28.5% a year, volatility 30.3%PAGP: +26.8% a year, volatility 26.1%ARLP: +29.4% a year, volatility 31.6%BLX: +31.4% a year, volatility 25.9%KB: +25.3% a year, volatility 34.4%SPY (S&P 500): +12.7% a year, volatility 17.1%SMFG: +33.7% a year, volatility 29.4%BAP: +30.8% a year, volatility 30.3%MUFG: +33.2% a year, volatility 29.4%MFG: +33.6% a year, volatility 30.6%CIB: +32.9% a year, volatility 32.9%HSBC: +33.1% a year, volatility 25.9%IBKR: +35.4% a year, volatility 35.4%SNEX: +33.0% a year, volatility 37.3%VCTR: +28.1% a year, volatility 35.0%VIRT: +20.8% a year, volatility 33.8%BBVA: +38.7% a year, volatility 33.3%CBOE: +21.5% a year, volatility 25.1%LLY: +40.7% a year, volatility 32.8%NHC: +32.0% a year, volatility 28.5%MCK: +38.7% a year, volatility 25.0%ABBV: +26.1% a year, volatility 23.4%CAH: +42.1% a year, volatility 24.7%CASY: +29.9% a year, volatility 29.3%SMH: +33.4% a year, volatility 36.9%DXJ: +26.6% a year, volatility 19.1%HWM: +47.3% a year, volatility 32.5%KBSPY (S&P 500)SMFGBAPMUFGMFGCIBHSBCIBKRSNEXVCTRVIRTBBVACBOELLYMCKABBVCAHCASYSMHDXJHWM15.0%20.0%25.0%30.0%35.0%40.0%10.0%20.0%30.0%40.0%50.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than KBTRGP: +41.8% a year, volatility 31.7%CNQ: +26.5% a year, volatility 32.5%IMO: +34.3% a year, volatility 32.0%CAT: +31.1% a year, volatility 31.9%APH: +33.8% a year, volatility 32.2%PH: +27.4% a year, volatility 28.8%MOG-A: +36.6% a year, volatility 32.0%CW: +30.8% a year, volatility 28.7%ALSN: +27.3% a year, volatility 29.9%ESQ: +31.7% a year, volatility 31.7%IGIC: +30.8% a year, volatility 30.9%XOM: +27.1% a year, volatility 26.5%EPU: +29.5% a year, volatility 24.9%GE: +36.0% a year, volatility 31.0%SU: +33.1% a year, volatility 32.5%PAA: +27.0% a year, volatility 25.6%UNM: +30.6% a year, volatility 29.3%AIT: +28.5% a year, volatility 30.3%PAGP: +26.8% a year, volatility 26.1%ARLP: +29.4% a year, volatility 31.6%BLX: +31.4% a year, volatility 25.9%KB: +25.3% a year, volatility 34.4%SPY (S&P 500): +12.7% a year, volatility 17.1%SMFG: +33.7% a year, volatility 29.4%BAP: +30.8% a year, volatility 30.3%MUFG: +33.2% a year, volatility 29.4%MFG: +33.6% a year, volatility 30.6%CIB: +32.9% a year, volatility 32.9%HSBC: +33.1% a year, volatility 25.9%IBKR: +35.4% a year, volatility 35.4%SNEX: +33.0% a year, volatility 37.3%VCTR: +28.1% a year, volatility 35.0%VIRT: +20.8% a year, volatility 33.8%BBVA: +38.7% a year, volatility 33.3%CBOE: +21.5% a year, volatility 25.1%LLY: +40.7% a year, volatility 32.8%NHC: +32.0% a year, volatility 28.5%MCK: +38.7% a year, volatility 25.0%ABBV: +26.1% a year, volatility 23.4%CAH: +42.1% a year, volatility 24.7%CASY: +29.9% a year, volatility 29.3%SMH: +33.4% a year, volatility 36.9%DXJ: +26.6% a year, volatility 19.1%HWM: +47.3% a year, volatility 32.5%KBSPY (S&P 500)SMFGBAPMUFGCIBHSBCIBKRVCTRVIRTBBVACBOELLYMCKABBVCAHCASYSMHDXJHWM
  • Popular alternatives
  • Same and neighboring categories, and shared themes
  • The whole market
  • Others in the green region

Is there a better investment than KB?

Investments that beat KB over the past 5 years on return, volatility, drawdowns, consistency, crash losses or fees, from its popular alternatives out to the whole market.

How this works

The table below lists investments that beat KB over the past 5 years on at least one of these measures: a higher annual return with lower volatility, a higher annual return at similar volatility, a similar return with lower volatility, a higher Sharpe ratio with a smaller worst decline, a higher total return in most periods from 3 months to 10 years, or smaller losses in recent market crashes. It checks KB's popular alternatives first, then the rest of its own and neighboring categories, then every stock and fund worth at least $500 million, and shows the strongest few in each group. The full list of those with a higher return and lower volatility than KB follows the table.

Annual return is the annualized total return with dividends reinvested. Annual return, volatility and the Sharpe ratio cover 5 years; the worst decline covers the past 10 years. Green marks a better figure than KB's. "On the frontier" means no other option shown or tested earned more with less volatility. Funds that hold the same thing are shown once. Beyond the popular alternatives, nothing with more than 1.5× KB's volatility counts as better.

These figures cover the past 5 years. Green marks a better figure than KB's.

Screen the whole market against KB for any period in BetterThanSPYOpen these 21 in EasyCompare
InvestmentWhy it is betterPast 5 yearsDownsideLong runFit
Annual return?higher is betterVolatility?lower is calmerSharpe?return per unit of riskWorst decline?past 10 years10Y returntotalCorr. with KB?lower diversifies moreExpenseper year
KBKB Financial Group Inc. · this page
+25.3%34.4%0.83−64.1%+390%1.00—
SPYState Street SPDR S&P 500 ETF · S&P 500
+12.7%17.1%0.79−33.7%+321%0.510.09%
Popular alternativesbest 6 shownThe investments people most often weigh against KB. 7 of 19 passed at least one test.
SMFGSumitomo Mitsui Financial Group, Inc. · Banks
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+33.7%29.4%1.14−47.6%+474%0.49—
BAPCredicorp Ltd. · Banks
Higher return, lower volatilityHigher return in most periods+30.8%30.3%1.04−59.2%+298%0.37—
MUFGMitsubishi UFJ Financial Group, Inc. · Banks
Higher return, lower volatilityHigher Sharpe, smaller worst decline+33.2%29.4%1.13−54.9%+483%0.51—
MFGMizuho Financial Group, Inc. · Banks
Higher return, lower volatilityHigher Sharpe, smaller worst decline+33.6%30.6%1.10−45.7%+345%0.44—
CIBGrupo Cibest S.A. · Banks
Higher return, similar volatilityHigher return in most periods+32.9%32.9%1.03−70.4%+345%0.42—
HSBCHSBC Holdings plc · Banks
Higher return, lower volatility+33.1%25.9%1.24−62.3%+319%0.48—
Same and neighboring categories, and shared themesbest 6 shownEverything else in Banks and the categories next to it (Regional Banks, Capital Markets, Payment Processing, Asset Management), plus KB's specific themes. 8 of 125 passed at least one test.
IBKRInteractive Brokers Group, Inc. · Investment Banking & Brokerage
Higher return, similar volatilityHigher Sharpe, smaller worst decline+35.4%35.4%1.04−55.1%+935%0.37—
SNEXStoneX Group Inc. · Capital Markets
Higher return, similar volatilityHigher Sharpe, smaller worst decline+33.0%37.3%0.96−48.7%+670%0.30—
VCTRVictory Capital Holdings, Inc. · Asset Management
Higher return in most periods+28.1%35.0%0.89−45.2%—0.46—
VIRTVirtu Financial, Inc. · Capital Markets
Higher return in most periods+20.8%33.8%0.73−56.2%+545%0.35—
BBVABanco Bilbao Vizcaya Argentaria, S.A. · Banks
Higher return, similar volatility+38.7%33.3%1.16−69.6%+542%0.42—
CBOECboe Global Markets, Inc. · Capital Markets
Smaller losses in recent crashes+21.5%25.1%0.91−43.2%+463%0.20—
The whole marketbest 8 shownEvery other stock and fund worth at least $500 million. 136 of 3,489 passed at least one test.
LLYEli Lilly and Company · Pharmaceuticals
Higher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+40.7%32.8%1.21−34.5%+1,807%-0.08—
NHCNational HealthCare Corporation · Medical - Care Facilities
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+32.0%28.5%1.12−35.3%+394%0.40—
MCKMcKesson Corporation · Health Care Distribution
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+38.7%25.0%1.44−38.1%+586%0.39—
ABBVAbbVie Inc. · Pharmaceuticals
Similar return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+26.1%23.4%1.11−45.1%+603%0.08—
CAHCardinal Health, Inc. · Health Care Distribution
On the frontierHigher return, lower volatilityHigher Sharpe, smaller worst decline+42.1%24.7%1.55−46.1%+349%0.23—
CASYCasey's General Stores, Inc. · Convenience Stores
Higher return, lower volatilityHigher Sharpe, smaller worst declineSmaller losses in recent crashes+29.9%29.3%1.04−36.1%+537%0.47—
SMHVanEck Semiconductor ETF · Semiconductors
Higher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periods+33.4%36.9%0.97−45.3%+1,665%0.340.35%
DXJWisdomTree Japan Hedged Equity Fund · International Equity
On the frontierHigher return, lower volatilityHigher Sharpe, smaller worst decline+26.6%19.1%1.34−39.1%+428%0.400.48%
What these numbers mean for KB
Annual return
KB returned 25.3% a year over the past 5 years with dividends reinvested, against 12.7% a year for the S&P 500. At that pace, $10,000 became about $30,900. Annual return is the steady yearly rate that would produce the same total result, so investments held over the same span compare fairly. Guide: What is performance and return? →
Volatility
KB's volatility over the past 5 years was 34.4%, about twice the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, KB's return lands within 34.4% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump. Guide: Understanding and measuring risk (volatility) →
Sharpe ratio
KB's Sharpe ratio over the past 5 years was 0.83, against 0.79 for the S&P 500, so KB earned more for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings. Guide: Balancing reward with risk (Sharpe ratio) →
Worst decline
KB's worst fall from a peak to a low over the past 10 years was 64.1%, against 33.7% for the S&P 500. Losses and gains are not symmetric: climbing back from a 64.1% fall takes a 178% gain. Guide: Market crash risk and tail risk →
Correlation
Over the past 5 years, KB's monthly returns had a correlation of 0.51 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They often move together: some diversification next to an index fund, but not a cushion. In the table, the correlation column measures each option against KB instead: the lower it is, the more that option would diversify a KB holding. Guide: Correlation and diversification →
Show all 32 stocks and funds worth at least $500 million that earned more than KB with less volatility

Out of 3,633 tested over 5 years. Best first; funds that hold the same thing are listed once.

#InvestmentFound inAnnual returnVolatilitySharpeWorst decline10Y returnCorr. with KBExpense
1
NHCNational HealthCare Corporation · Medical - Care Facilities
Whole market+32.0%28.5%1.12−35.3%+394%0.40—
2
MCKMcKesson Corporation · Health Care Distribution
Whole market+38.7%25.0%1.44−38.1%+586%0.39—
3
SMFGSumitomo Mitsui Financial Group, Inc. · Banks
Popular alternative+33.7%29.4%1.14−47.6%+474%0.49—
4
CAHCardinal Health, Inc. · Health Care Distribution
Whole market+42.1%24.7%1.55−46.1%+349%0.23—
5
CASYCasey's General Stores, Inc. · Convenience Stores
Whole market+29.9%29.3%1.04−36.1%+537%0.47—
6
TRGPTarga Resources Corp. · Oil & Gas Midstream
Whole market+41.8%31.7%1.27−90.8%+829%0.46—
7
CNQCanadian Natural Resources Limited · Oil & Gas
Whole market+26.5%32.5%0.89−77.5%+433%0.55—
8
IMOImperial Oil Limited · Integrated Oil & Gas
Whole market+34.3%32.0%1.09−77.1%+430%0.59—
9
DXJWisdomTree Japan Hedged Equity Fund · International Equity
Whole market+26.6%19.1%1.34−39.1%+428%0.400.48%
10
CATCaterpillar Inc. · Industrial Machinery
Whole market+31.1%31.9%1.01−43.4%+936%0.46—
11
APHAmphenol Corporation · Electronic Components
Whole market+33.8%32.2%1.07−37.5%+965%0.46—
12
PHParker-Hannifin Corporation · Industrial Machinery
Whole market+27.4%28.8%0.99−54.7%+789%0.51—
13
MOG-AMoog Inc. · Aerospace & Defense
Whole market+36.6%32.0%1.14−63.7%+595%0.33—
14
CWCurtiss-Wright Corporation · Aerospace & Defense
Whole market+30.8%28.7%1.08−48.7%+512%0.43—
15
BAPCredicorp Ltd. · Banks
Popular alternative+30.8%30.3%1.04−59.2%+298%0.37—
16
MUFGMitsubishi UFJ Financial Group, Inc. · Banks
Popular alternative+33.2%29.4%1.13−54.9%+483%0.51—
17
ALSNAllison Transmission Holdings, Inc. · Auto Parts
Whole market+27.3%29.9%0.96−48.7%+367%0.57—
18
MFGMizuho Financial Group, Inc. · Banks
Popular alternative+33.6%30.6%1.10−45.7%+345%0.44—
19
HWMHowmet Aerospace Inc. · Aerospace & Defense
Whole market+47.3%32.5%1.36−68.9%+1,028%0.56—
20
ESQEsquire Financial Holdings, Inc. · Banks - Regional
Whole market+31.7%31.7%1.03−56.5%—0.36—
21
IGICInternational General Insurance Holdings Ltd. · Insurance - Diversified
Whole market+30.8%30.9%1.03−50.6%—0.18—
22
XOMExxonmobil Holdings Corporation · Integrated Oil & Gas
Whole market+27.1%26.5%1.04−61.0%+214%0.36—
23
EPUiShares MSCI Peru and Global Exposure ETF · International
Whole market+29.5%24.9%1.17−51.0%+275%0.540.59%
24
GEGE Aerospace · Aerospace & Defense
Whole market+36.0%31.0%1.15−80.9%+139%0.56—
25
SUSuncor Energy Inc. · Integrated Oil & Gas
Whole market+33.1%32.5%1.05−73.5%+295%0.43—
26
PAAPlains All American Pipeline, L.P. · Oil & Gas Midstream
Whole market+27.0%25.6%1.06−87.9%+64.0%0.44—
27
UNMUnum Group · Life Insurance
Whole market+30.6%29.3%1.06−81.0%+256%0.20—
28
AITApplied Industrial Technologies, Inc. · Industrial Distribution
Whole market+28.5%30.3%0.98−59.3%+742%0.45—
29
HSBCHSBC Holdings plc · Banks
Popular alternative+33.1%25.9%1.24−62.3%+319%0.48—
30
PAGPPlains GP Holdings LP · Oil & Gas Midstream
Whole market+26.8%26.1%1.05−88.0%+56.3%0.43—
31
ARLPAlliance Resource Partners, L.P. · Coal
Whole market+29.4%31.6%0.98−85.3%+173%0.37—
32
BLXBladex, Inc. · Banks - Regional
Whole market+31.4%25.9%1.19−68.5%+290%0.34—

KB against its popular alternatives

The investments people most often weigh against KB, compared period by period and year by year.

How do KB's risk and return compare with its alternatives?

This map plots each investment's annual return over the past 5 years against its volatility, the size of its typical price swings. Investments toward the upper left earned more for a smoother ride, and those toward the lower right earned less for a rougher one. The dashed lines cross at KB, which divides the map into what did better or worse on each measure.

Green points earned more than KB with less volatility; red points earned less with more. Hover over a point for its figures. Total returns with dividends reinvested, annualized.

15.0%20.0%25.0%30.0%35.0%40.0%−10.0%0.0%10.0%20.0%30.0%40.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilityKB: 25.4% a year, volatility 34.4%SPY (S&P 500): 12.7% a year, volatility 17.1%CIB: 32.9% a year, volatility 32.9%BAP: 30.8% a year, volatility 30.3%SMFG: 33.7% a year, volatility 29.4%MUFG: 33.2% a year, volatility 29.4%MFG: 33.6% a year, volatility 30.6%ITUB: 26.3% a year, volatility 33.8%WF: 26.3% a year, volatility 31.6%HSBC: 33.1% a year, volatility 25.9%BBD: 11.1% a year, volatility 39.3%BCS: 18.5% a year, volatility 34.1%EWY: 16.2% a year, volatility 34.0%BSBR: −0.5% a year, volatility 34.4%FLKR: 16.1% a year, volatility 33.3%IBN: 9.2% a year, volatility 23.5%IXG: 12.2% a year, volatility 17.2%BCH: 25.2% a year, volatility 28.2%BSAC: 19.5% a year, volatility 29.0%HDB: −8.2% a year, volatility 27.7%SHG: 21.0% a year, volatility 31.1%KBSPY (S&P 500)CIBBAPSMFGMUFGMFGITUBWFHSBCBBDBCSEWYBSBRFLKRIBNIXGBCHBSACHDBSHG15.0%20.0%25.0%30.0%35.0%40.0%−10.0%0.0%10.0%20.0%30.0%40.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilityKB: 25.4% a year, volatility 34.4%SPY (S&P 500): 12.7% a year, volatility 17.1%CIB: 32.9% a year, volatility 32.9%BAP: 30.8% a year, volatility 30.3%SMFG: 33.7% a year, volatility 29.4%MUFG: 33.2% a year, volatility 29.4%MFG: 33.6% a year, volatility 30.6%ITUB: 26.3% a year, volatility 33.8%WF: 26.3% a year, volatility 31.6%HSBC: 33.1% a year, volatility 25.9%BBD: 11.1% a year, volatility 39.3%BCS: 18.5% a year, volatility 34.1%EWY: 16.2% a year, volatility 34.0%BSBR: −0.5% a year, volatility 34.4%FLKR: 16.1% a year, volatility 33.3%IBN: 9.2% a year, volatility 23.5%IXG: 12.2% a year, volatility 17.2%BCH: 25.2% a year, volatility 28.2%BSAC: 19.5% a year, volatility 29.0%HDB: −8.2% a year, volatility 27.7%SHG: 21.0% a year, volatility 31.1%KBSPY (S&P 500)CIBBAPSMFGMUFGITUBHSBCBBDBCSEWYBSBRFLKRIBNBCHBSACHDB
All figures
InvestmentAnnual returnVolatility
SMFG Sumitomo Mitsui Financial Group, Inc.+33.7%29.4%
MFG Mizuho Financial Group, Inc.+33.6%30.6%
MUFG Mitsubishi UFJ Financial Group, Inc.+33.2%29.4%
HSBC HSBC Holdings plc+33.1%25.9%
CIB Grupo Cibest S.A.+32.9%32.9%
BAP Credicorp Ltd.+30.8%30.3%
ITUB Itaú Unibanco Holding S.A.+26.3%33.8%
WF Woori Financial Group Inc.+26.3%31.6%
KB This pageKB Financial Group Inc.+25.4%34.4%
BCH Banco de Chile+25.2%28.2%
SHG Shinhan Financial Group Co., Ltd.+21.0%31.1%
BSAC Banco Santander-Chile+19.5%29.0%
BCS Barclays PLC+18.5%34.1%
EWY iShares MSCI South Korea ETF+16.2%34.0%
FLKR Franklin FTSE South Korea ETF+16.1%33.3%
SPY S&P 500State Street SPDR S&P 500 ETF+12.7%17.1%
IXG iShares Global Financials ETF+12.2%17.2%
BBD Banco Bradesco S.A.+11.1%39.3%
IBN ICICI Bank Limited+9.2%23.5%
BSBR Banco Santander (Brasil) S.A.−0.5%34.4%
HDB HDFC Bank Limited−8.2%27.7%
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Has KB consistently beaten its popular alternatives?

This section compares KB with the investments people most often weigh against it, checking each one over eight periods from one month to ten years. Counting how often an alternative earned more than KB helps separate lasting outperformance from a single strong stretch.

A green cell means the alternative earned more than KB over that period. "Qualified" marks those that did so in at least 3 of 5 short-term periods and 2 of 3 long-term periods.

InvestmentPeriods outperformed Short termLong termRisk · 5 yearsFund
1M3M6MYTD1Y3Y5Y10YVolatilitylower is calmerSharpehigher is betterWorst declinepast 10 yearsExpenseAssetsOverlapsame sectors
KB KB Financial Group Inc. (this page)—−7.3%+4.6%+9.9%+42.1%+49.0%+214%+209%+390%34.4%0.83−64.1%—$42B—
CIB QualifiedGrupo Cibest S.A.5/5 short2/3 long0.0%+20.5%+32.5%+59.5%+81.1%+398%+314%+345%32.9%1.03−70.4%—$23B—
BAP QualifiedCredicorp Ltd.3/5 short2/3 long+0.1%+1.0%+21.9%+42.9%+61.4%+275%+283%+298%30.3%1.04−59.2%—$31B—
SMFG Banks - DiversifiedSumitomo Mitsui Financial Group, Inc.2/5 short2/3 long−7.9%−1.3%+15.9%+28.3%+53.5%+181%+327%+474%29.4%1.14−47.6%—$94B—
MUFG Banks - DiversifiedMitsubishi UFJ Financial Group, Inc.1/5 short2/3 long−6.9%+1.8%+19.6%+36.5%+41.3%+184%+319%+483%29.4%1.13−54.9%—$244B—
MFG Banks - RegionalMizuho Financial Group, Inc.2/5 short1/3 long−10.6%+0.7%+15.2%+33.7%+53.1%+216%+326%+345%30.6%1.10−45.7%—$121B—
ITUB BanksItaú Unibanco Holding S.A.2/5 short1/3 long+14.8%+16.7%+5.8%+37.2%+46.3%+147%+221%+190%33.8%0.86−62.1%—$107B—
WF Banks - DiversifiedWoori Financial Group Inc.1/5 short1/3 long−10.9%+14.5%−2.7%+22.7%+33.5%+215%+221%+282%31.6%0.90−67.2%—$17B—
HSBC Banks - DiversifiedHSBC Holdings plc0/5 short1/3 long−10.1%−5.9%+2.3%+19.8%+47.7%+201%+318%+319%25.9%1.24−62.3%—$324B—
BCS Banks - DiversifiedBarclays PLC0/5 short1/3 long−11.7%−17.1%−6.2%−13.3%+15.1%+242%+134%+238%34.1%0.67−66.0%—$75B—
EWY InternationaliShares MSCI South Korea ETF2/5 short0/3 long−18.6%−5.4%+2.6%+50.6%+74.1%+191%+112%+230%34.0%0.61−49.7%0.59%$22B—
BBD Banks - RegionalBanco Bradesco S.A.2/5 short0/3 long+18.3%+15.9%+1.7%+29.1%+31.6%+90.7%+69.3%+35.5%39.3%0.47−67.7%—$43B—
BSBR Banks - RegionalBanco Santander (Brasil) S.A.2/5 short0/3 long−4.4%+6.0%−10.8%−6.8%+6.6%+18.6%−2.6%−1.2%34.4%0.16−70.6%—$42B—
FLKR InternationalFranklin FTSE South Korea ETF2/5 short0/3 long−17.5%−4.1%+5.7%+53.8%+76.6%+196%+111%—33.3%0.62−50.0%0.09%$1.6B—
IBN Banks - RegionalICICI Bank Limited1/5 short0/3 long+5.5%+1.1%+4.8%+0.5%−2.8%+37.6%+55.5%+318%23.5%0.49−55.0%—$106B—
IXG InternationaliShares Global Financials ETF1/5 short0/3 long−2.8%−0.2%+6.5%+7.4%+15.4%+103%+78.1%+220%17.2%0.76−43.5%0.38%$695M—
BCH Banks - RegionalBanco de Chile1/5 short0/3 long−4.6%−1.0%−3.7%+8.6%+25.2%+138%+208%+180%28.2%0.94−58.4%—$20B—
BSAC Banks - RegionalBanco Santander-Chile1/5 short0/3 long−4.1%+0.2%−2.0%+11.4%+24.0%+124%+144%+154%29.0%0.76−63.9%—$16B—
HDB Banks - RegionalHDFC Bank Limited1/5 short0/3 long−2.5%−0.9%−10.4%−34.7%−35.0%−13.3%−34.6%+49.4%27.7%-0.17−54.3%—$118B—
SHG Banks - RegionalShinhan Financial Group Co., Ltd.0/5 short0/3 long−15.2%+1.7%+3.8%+32.1%+35.9%+194%+160%+175%31.1%0.77−64.1%—$33B—
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How did KB do year by year?

This table shows each investment's total return in every full calendar year since 2001, along with where KB ranked among its popular alternatives each year. Annual results reveal how consistently each one kept pace with KB and how far its good and bad years diverged, detail that multiyear averages tend to smooth over.

Newest year first. Green marks a year in which the fund came out ahead of KB; gray means the two finished within a fraction of a point. The rank row places KB among the alternatives that traded the full year; dark green is the top quarter and red the bottom quarter.

InvestmentYears ahead of KB2025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001
KB This pageKB Financial Group Inc.—+56.6%+41.7%+10.3%−11.2%+22.6%−0.5%+2.9%−25.3%+71.0%+30.6%−12.0%−17.8%+12.8%+16.3%−39.5%+4.2%+94.8%−64.3%−9.1%+13.3%+92.6%+4.8%+7.1%−7.2%+267%
Rank among alternativesTop quarter in 5 of 2514 of 204 of 2017 of 2017 of 206 of 205 of 2015 of 2018 of 202 of 198 of 1911 of 1916 of 198 of 1913 of 1917 of 1915 of 197 of 1815 of 1813 of 1812 of 164 of 1616 of 1614 of 148 of 131 of 10
SPY S&P 500State Street SPDR S&P 500 ETF15 of 25+17.7%+24.9%+26.2%−18.2%+28.7%+18.3%+31.2%−4.6%+21.7%+12.0%+1.2%+13.5%+32.3%+16.0%+1.9%+15.1%+26.4%−36.8%+5.1%+15.9%+4.8%+10.7%+28.2%−21.6%−11.7%
CIB Grupo Cibest S.A.16 of 25+122%+13.6%+20.6%−2.0%−20.8%−22.6%+47.2%−0.8%+11.4%+41.9%−42.2%+0.4%−24.2%+14.7%−1.5%+39.4%+102%−28.9%+12.8%+10.9%+109%+176%+138%+60.1%−20.7%
BAP Credicorp Ltd.15 of 25+65.4%+31.4%+16.3%+14.6%−24.7%−17.7%−0.3%+9.0%+37.8%+64.9%−38.4%+22.3%−7.9%+36.3%−6.0%+57.5%+58.9%−33.2%+91.0%+86.8%+50.5%+22.0%+51.8%+5.5%+50.9%
SMFG Sumitomo Mitsui Financial Group, Inc.11 of 19+38.0%+54.8%+25.7%+24.5%+18.6%−10.9%+19.4%−22.2%+18.0%+5.2%+7.7%−28.7%+47.2%+38.4%−19.2%+30.0%−28.6%−43.6%−27.1%——————
MUFG Mitsubishi UFJ Financial Group, Inc.13 of 25+40.0%+39.7%+32.7%+26.2%+27.9%−13.7%+15.8%−31.3%+20.7%+2.5%+15.2%−14.6%+26.0%+33.1%−19.9%+13.3%−19.1%−32.3%−24.2%−8.6%+35.4%+31.3%+47.6%−16.0%−33.1%
MFG Mizuho Financial Group, Inc.11 of 19+54.5%+47.8%+26.2%+17.2%+4.9%−12.8%+7.3%−14.1%+4.9%−7.2%+23.0%−19.3%+22.2%+43.0%−23.4%+10.1%−35.1%−38.1%−33.1%——————
ITUB Itaú Unibanco Holding S.A.15 of 23+79.3%−24.2%+54.5%+30.0%−22.8%−30.5%+8.1%+13.6%+31.3%+76.8%−44.0%+9.9%−5.2%−6.8%−19.1%+8.8%+125%−38.8%+50.9%+57.9%+65.1%+61.5%+126%——
WF Woori Financial Group Inc.13 of 22+101%+15.9%+13.2%−7.2%+26.1%−6.3%−24.1%−5.8%+49.6%+46.3%−12.7%−37.3%+14.9%+36.6%−41.3%+15.6%+152%−76.1%−16.9%+19.6%+138%+35.7%———
HSBC HSBC Holdings plc13 of 25+67.9%+34.5%+39.3%+7.8%+20.8%−31.7%+1.5%−16.1%+35.9%+9.9%−11.5%−10.2%+8.5%+45.9%−22.2%−7.5%+22.2%−38.0%−4.0%+18.9%−1.5%+12.6%+52.3%−5.2%−15.3%
BCS Barclays PLC12 of 25+96.5%+76.2%+6.0%−21.9%+31.6%−12.8%+31.9%−29.3%+0.5%−12.8%−11.4%−14.9%+16.1%+61.7%−31.9%−4.7%+80.0%−73.6%−27.2%+44.2%−4.0%+31.1%+55.0%−23.6%+7.7%
EWY iShares MSCI South Korea ETF15 of 25+95.3%−20.5%+19.1%−26.6%−7.6%+39.4%+8.0%−20.4%+45.0%+8.4%−8.0%−13.5%+3.6%+21.9%−13.5%+29.5%+71.8%−56.0%+31.7%+11.2%+53.9%+17.3%+37.8%+3.6%+45.6%
BBD Banco Bradesco S.A.16 of 24+96.9%−42.2%+34.8%−5.1%−25.4%−33.6%+15.7%+9.7%+33.6%+108%−55.3%+9.1%−19.5%+6.1%−16.2%+13.9%+124%−52.7%+58.7%+39.4%+133%+445%+78.3%−41.8%—
BSBR Banco Santander (Brasil) S.A.8 of 16+62.5%−39.7%+23.0%+2.9%−34.2%−27.0%+14.0%+21.3%+12.2%+143%−20.0%−12.2%−15.3%−7.3%−37.5%+2.1%—————————
FLKR Franklin FTSE South Korea ETF5 of 8+91.9%−18.8%+19.2%−27.5%−7.6%+41.2%+8.9%−21.3%—————————————————
IBN ICICI Bank Limited13 of 25+0.5%+26.4%+9.8%+11.2%+33.7%−1.6%+47.0%+6.3%+42.8%−2.3%−31.1%+57.8%−13.3%+68.3%−47.0%+36.1%+99.0%−68.1%+48.9%+46.8%+45.5%+18.5%+175%+38.5%−24.6%
IXG iShares Global Financials ETF14 of 24+28.5%+25.7%+15.0%−9.0%+25.1%−3.0%+24.6%−16.3%+23.8%+11.7%−3.7%+2.9%+26.1%+31.2%−20.1%+3.9%+31.8%−54.1%−8.8%+24.8%+11.6%+16.3%+36.4%−17.0%—
BCH Banco de Chile15 of 25+77.6%+3.9%+20.3%+39.2%−21.6%+1.1%−24.7%−6.9%+45.0%+25.9%−8.2%−16.5%−3.7%+24.0%−2.5%+72.4%+79.1%−25.6%−3.3%+37.0%+9.5%+43.4%+81.3%−6.8%+28.8%
BSAC Banco Santander-Chile12 of 25+74.3%+0.9%+31.6%+3.0%−11.0%−13.0%−19.9%−0.1%+49.4%+30.8%−5.8%−12.7%−13.9%+1.4%−16.0%+50.3%+96.2%−27.7%+9.8%+12.0%+39.6%+53.0%+35.1%−8.5%+23.0%
HDB HDFC Bank Limited15 of 24+17.9%−3.8%−0.9%+6.3%−9.6%+14.0%+25.0%+4.0%+71.4%+1.0%+24.4%+48.5%−13.1%+59.4%−19.3%+29.3%+83.5%−45.0%+73.9%+67.9%+13.3%+49.0%+129%−6.6%—
SHG Shinhan Financial Group Co., Ltd.13 of 22+69.5%+11.4%+15.3%−4.6%+9.2%−18.3%+11.5%−23.5%+30.8%+15.8%−14.2%−9.8%+26.5%+7.4%−25.9%+28.2%+63.6%−58.9%+11.0%+29.1%+82.3%+47.2%———
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Risk and diversification

How KB has fallen, how it held up in crashes beside the S&P 500 and its popular alternatives, and what moves independently of it.

What were KB's worst declines?

A drawdown is the decline from a peak to the lowest point before a new high. This section presents KB's five deepest drawdowns since it began trading in 2000, alongside the S&P 500's return over the same dates, and how long each took to recover. Together, these figures show how much an investor could have lost and how long it took to get back to even.

Green means KB fell less than the S&P 500 over the same dates. Based on daily closing prices with dividends reinvested.

DuringKB fellS&P 500, same datesPeakLowTime to the lowBack at the peakTime to recover
2008 financial crisis−84.8%−46.3%Apr 2007Nov 200819 monthsJul 202415.7 years
Dot-com bust−56.5%−19.7%May 2002Mar 200310 monthsJul 20052.3 years
Dot-com bust−43.3%−11.5%Jan 2001Apr 20013 monthsAug 20014 months
No named crash−34.4%−13.7%Oct 2024Apr 20256 monthsMay 20251 month
Dot-com bust−29.3%−4.8%Nov 2000Dec 20001 monthJan 20011 month

How did KB do in stock market crashes?

This section measures how far KB, the S&P 500 and each alternative fell from peak to trough during every major market crash since 2000. A smaller decline means an investment held up better, and comparing results across crashes shows whether that resilience was consistent or a one-off.

Note: KB began trading on October 4, 2000, so its row reads "Not yet trading" for the dot-com bust. The older alternatives and the S&P 500 show how those crashes played out.

Newest crash first. Each figure is the fund's deepest fall within the crash window; green means a smaller fall than KB.

InvestmentHeld up better2023 regional bank crisisMar 20232022 bear marketJan 2022Covid crashFeb 2020Late-2018 sell-offSep 2018February 2018 volatility shockFeb 20182015 China and oil sell-offAug 20152011 euro debt crisisJul 20112010 flash crashMay 20102008 financial crisisOct 2007Dot-com bustMar 2000
KB This pageKB Financial Group Inc.—−3.1%−42.9%−39.6%−20.1%−7.5%−26.9%−42.2%−0.9%−84.0%Not yet trading
SPY S&P 500State Street SPDR S&P 500 ETF7 of 9−3.4%−24.5%−33.7%−19.3%−6.5%−12.8%−17.9%−1.5%−55.2%−47.5%
CIB Grupo Cibest S.A.4 of 9−9.8%−44.6%−70.1%−15.3%−4.8%−38.7%−17.7%−1.7%−63.4%−75.1%
BAP Credicorp Ltd.6 of 9−4.7%−33.3%−38.3%−7.3%−6.7%−33.9%−16.0%−2.8%−64.9%−55.6%
SMFG Sumitomo Mitsui Financial Group, Inc.5 of 9−9.2%−24.7%−32.2%−23.2%−4.5%−44.2%−19.8%−2.2%−70.9%—
MUFG Mitsubishi UFJ Financial Group, Inc.6 of 9−9.5%−33.4%−33.0%−27.0%−6.7%−45.1%−20.7%−0.3%−65.5%−65.1%
MFG Mizuho Financial Group, Inc.6 of 9−9.7%−24.1%−29.6%−18.1%−4.2%−34.9%−17.7%−1.0%−72.2%—
ITUB Itaú Unibanco Holding S.A.5 of 9−8.1%−31.5%−46.3%−7.5%−5.8%−32.4%−30.1%−0.7%−69.2%—
WF Woori Financial Group Inc.3 of 9−4.7%−43.5%−38.2%−11.0%−7.6%−22.2%−45.9%−1.2%−88.0%—
HSBC HSBC Holdings plc7 of 9−7.3%−31.8%−20.5%−13.1%−4.6%−30.8%−25.1%0.0%−73.8%−41.4%
BCS Barclays PLC1 of 9−10.2%−48.1%−57.1%−22.9%−4.1%−50.6%−44.9%−4.8%−93.9%−38.4%
EWY iShares MSCI South Korea ETF8 of 9−2.5%−40.6%−36.2%−17.0%−7.7%−17.2%−32.2%0.0%−74.1%—
BBD Banco Bradesco S.A.5 of 9−6.9%−30.2%−54.5%−7.6%−6.3%−44.3%−25.1%−0.8%−69.0%—
BSBR Banco Santander (Brasil) S.A.4 of 8−8.6%−37.6%−50.4%−13.9%−6.2%−31.4%−30.5%−4.0%——
FLKR Franklin FTSE South Korea ETF4 of 5−2.3%−41.0%−35.2%−15.5%−7.7%—————
IBN ICICI Bank Limited5 of 9−5.6%−26.2%−54.5%−10.4%−5.0%−45.5%−30.5%−0.3%−86.1%—
IXG iShares Global Financials ETF7 of 9−7.8%−27.2%−41.2%−19.4%−6.6%−26.1%−27.2%0.0%−78.1%—
BCH Banco de Chile8 of 9−2.1%−27.0%−29.8%−10.5%−2.7%−15.2%−25.4%−1.4%−57.6%−37.3%
BSAC Banco Santander-Chile7 of 9−6.0%−37.0%−38.1%−12.4%−4.5%−22.6%−29.0%−1.2%−48.4%−28.0%
HDB HDFC Bank Limited7 of 9−6.3%−29.3%−48.7%−8.4%−5.5%−17.0%−23.4%0.0%−67.9%—
SHG Shinhan Financial Group Co., Ltd.7 of 9−4.1%−32.1%−43.0%−14.5%−6.5%−22.6%−38.8%−0.3%−81.3%—
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How closely does KB move with the S&P 500?

Upside capture measures how much of the S&P 500's gains an investment kept in the months the market rose, and downside capture how much of its losses it took in the months the market fell. An investment that captures more of the gains than the losses has compounded ahead of the market over time. This section compares KB with its popular alternatives on both measures, and on beta (how strongly each has moved with the market), over the past 10 years.

Monthly total returns over the past 10 years, measured against SPY. 100% capture or a beta of 1.00 means moving in line with the S&P 500. Green marks a better figure than KB's: more upside, less downside or a higher capture ratio. Sorted by capture ratio.

InvestmentUpside captureDownside captureCapture ratioBeta
KB This pageKB Financial Group Inc.106%93%1.140.92
BCH Banco de Chile45%19%2.410.36
MUFG Mitsubishi UFJ Financial Group, Inc.84%42%2.010.66
SMFG Sumitomo Mitsui Financial Group, Inc.84%43%1.940.65
MFG Mizuho Financial Group, Inc.75%42%1.810.54
HSBC HSBC Holdings plc79%53%1.490.58
IBN ICICI Bank Limited83%66%1.270.74
ITUB Itaú Unibanco Holding S.A.66%58%1.150.65
BAP Credicorp Ltd.88%82%1.070.88
BSAC Banco Santander-Chile66%65%1.010.66
WF Woori Financial Group Inc.102%102%1.000.89
CIB Grupo Cibest S.A.119%133%0.900.99
IXG iShares Global Financials ETF92%102%0.900.95
EWY iShares MSCI South Korea ETF110%123%0.891.23
SHG Shinhan Financial Group Co., Ltd.99%114%0.870.92
BCS Barclays PLC113%131%0.861.26
HDB HDFC Bank Limited52%77%0.670.71
BBD Banco Bradesco S.A.62%103%0.600.72
BSBR Banco Santander (Brasil) S.A.56%102%0.550.74
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What diversifies KB?

Correlation measures how closely two investments move together, on a scale from 1 (in lockstep) through 0 (unrelated) to -1 (in opposite directions). This section lists large ETFs and stocks whose returns have had a low correlation with KB's. Because such investments tend not to fall at the same time, pairing KB with them can reduce a portfolio's overall swings.

Only ETFs with at least $1.0B in assets and stocks worth at least $10B, with a correlation below 0.5 over the past 5 years and a positive return, are included, ranked by Sharpe ratio; funds that hold the same thing are shown once. The year columns are the years in which KB lost money. The last two columns show a portfolio that is 80% KB and 20% the other investment, rebalanced monthly.

ETFs

InvestmentCorrelation5Y returnSharpe20222020201820152014201120082007200280/20 mix volatility80/20 mix annual return
KB KB Financial Group Inc. (this page)1.00+209%0.83−11.2%−0.5%−25.3%−12.0%−17.8%−39.5%−64.3%−9.1%−7.2%31.8%+26.9%
DXJ InternationalWisdomTree Japan Hedged Equity Fund0.40+225%1.34+6.0%+3.9%−19.8%+7.7%+8.1%−16.1%−20.8%−7.4%—26.6%+27.7%
PJUL Broad MarketInnovator U.S. Equity Power Buffer ETF0.49+64.4%1.20−2.1%+7.5%———————26.3%+24.3%
SMH TechnologyVanEck Semiconductor ETF0.34+323%0.97−33.5%+55.5%−9.1%−0.3%+30.2%+6.8%−44.7%+6.0%−47.0%28.6%+30.3%
GLD CommoditiesSPDR Gold Shares0.37+126%0.96−0.8%+24.8%−1.9%−10.7%−2.2%+9.6%+4.9%+30.4%—26.9%+26.0%
IOO InternationaliShares Global 100 ETF0.49+107%0.94−16.3%+18.6%−6.3%−1.8%+2.1%−4.1%−36.1%+11.1%−24.0%27.1%+25.5%
SPMO Broad MarketInvesco S&P 500 Momentum ETF0.39+136%0.93−10.4%+28.2%−0.9%——————27.3%+26.7%
XLE EnergyState Street Energy Select Sector SPDR ETF0.47+177%0.93+64.4%−32.7%−18.2%−21.5%−8.7%+2.8%−39.0%+36.8%−14.8%28.3%+26.9%
EWT TechnologyiShares MSCI Taiwan ETF0.47+153%0.89−28.9%+31.5%−9.9%−12.9%+7.0%−21.8%−45.3%+6.4%−24.4%28.2%+26.7%

Stocks

InvestmentCorrelation5Y returnSharpe20222020201820152014201120082007200280/20 mix volatility80/20 mix annual return
KB KB Financial Group Inc. (this page)1.00+209%0.83−11.2%−0.5%−25.3%−12.0%−17.8%−39.5%−64.3%−9.1%−7.2%31.8%+26.9%
CAH Medical - DistributionCardinal Health, Inc.0.23+479%1.55+54.1%+10.1%−24.5%+12.6%+23.0%+8.1%−39.6%−9.8%−8.3%27.1%+30.3%
CLS Hardware, Equipment & PartsCelestica Inc.0.39+3,143%1.47+1.3%−2.4%−16.3%−6.0%+12.9%−24.4%−20.5%−25.7%−65.1%31.9%+43.4%
FIX Engineering & ConstructionComfort Systems USA, Inc.0.38+1,636%1.46+17.0%+6.7%+0.8%+67.7%−10.4%−17.0%−15.2%+2.1%−9.4%30.0%+39.3%
MCK Medical - DistributionMcKesson Corporation0.39+413%1.44+51.8%+27.1%−28.4%−4.5%+29.3%+11.8%−40.4%+29.7%−27.2%27.8%+29.3%
MPC Oil & Gas Refining & MarketingMarathon Petroleum Corporation0.43+690%1.41+86.6%−27.4%−8.2%+17.4%+0.4%————28.8%+32.0%
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Common questions

What was KB's worst drawdown?

KB's deepest decline since it began trading in 2000 was 84.8%, from April 2007 to November 2008. It took about 16 years from the low to climb back to its old high.

What were KB's best and worst years?

Over 25 full calendar years, KB's best year was 2001, when it returned 267%. Its worst was 2008, with a return of -64.3%.

Is there a better investment than KB?

Among KB's popular alternatives, SMFG, BAP and MUFG earned more than KB with less volatility over the past 5 years. SMFG returned 33.7% a year at 29.4% volatility, against 25.3% a year at 34.4%. Looking beyond its popular alternatives, IBKR (investment banking & brokerage) earned more for the risk it took than KB over the past 5 years, and its worst fall in 10 years was 55.1%, against 64.1% for KB.

Is KB more volatile than the S&P 500?

Yes. KB's volatility over the past 5 years was 34.4%, about twice the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, KB's return lands within 34.4% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump.

What is KB's Sharpe ratio?

KB's Sharpe ratio over the past 5 years was 0.83, against 0.79 for the S&P 500, so KB earned more for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings.

How correlated is KB with the S&P 500?

Over the past 5 years, KB's monthly returns had a correlation of 0.51 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They often move together: some diversification next to an index fund, but not a cushion. In the table, the correlation column measures each option against KB instead: the lower it is, the more that option would diversify a KB holding.

What are the best alternatives to KB?

Of the 19 popular alternatives we compared, two outperformed KB in at least 3 of 5 short-term and 2 of 3 long-term timeframes, with dividends reinvested: CIB and BAP.

Did KB outperform the S&P 500?

KB finished ahead of the S&P 500 (SPY) in nine of 25 full calendar years. In 2025, it returned +56.6%, against +17.7% for the index.

How did KB do in stock market crashes?

KB fell less than the S&P 500 (SPY) in one of the nine major crashes it has traded through, and further in seven. The clearest case was the 2008 financial crisis, when KB fell 84.0% and the S&P 500 fell 55.2%.

What diversifies KB?

These had a low correlation with KB over the past 5 years and still earned a positive 5-year return: among large ETFs, DXJ (correlation 0.40), PJUL (correlation 0.49) and SMH (correlation 0.34); among large stocks, CAH (correlation 0.23), CLS (correlation 0.39) and FIX (correlation 0.38). A correlation near zero means the two have moved largely independently.

How we measure

More research

Popular alternatives to KB

Other stocks and ETFs