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BSJJ: Invesco BulletShares 2019 High Yield Corporate Bond ETF (ETF)
Basic Info
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/24/2013 |
Last Dividend Date: | 11/18/2019 |
12-Mo. Yield | 3.90% |
Expenses | 0.42% |
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Performance Analytics (As of 08/27/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/24/2013 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.6 | 2.0 | 3.1 | 3.2 | 4.1 | 1.1 | 3.4 | 11.7 | -4.2 | 0.6 | 4.1 |
Sharpe Ratio | NA | 2.14 | 0.8 | 0.65 | 0.72 | 2.22 | -0.09 | 1.05 | 2.11 | -0.83 | 0.15 | 7.51 |
Draw Down(%) | NA | 0.5 | 2.1 | 11.3 | 11.4 | 0.5 | 2.1 | 1.8 | 4.2 | 8.7 | 6.6 | 0.4 |
Standard Deviation(%) | NA | 1.2 | 2.2 | 3.8 | 3.7 | 1.2 | 2.5 | 2.7 | 5.4 | 5.1 | 3.8 | 2.2 |
Treynor Ratio | NA | 0.17 | 0.07 | 0.05 | 0.05 | 0.17 | -0.01 | 0.08 | 0.17 | -0.06 | 0.01 | 0.57 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | 0.05 |
Beta | NA | 0.16 | 0.26 | 0.5 | 0.51 | 0.16 | 0.29 | 0.35 | 0.69 | 0.69 | 0.63 | 0.28 |
RSquared | NA | 0.2 | 0.15 | 0.26 | 0.27 | 0.2 | 0.17 | 0.14 | 0.41 | 0.29 | 0.32 | 0.09 |
Yield(%) | N/A | 3.0 | 4.0 | 4.3 | N/A | 3.0 | 4.2 | 4.4 | 5.3 | 4.7 | 4.3 | 0.9 |
Dividend Growth(%) | N/A | -36.3 | -16.1 | N/A | N/A | -29.4 | -4.7 | -10.8 | 1.7 | 5.4 | 409.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/24/2013
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