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BSJK: Invesco BulletShares 2020 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: | 10/19/2020 |
| 12-Mo. Yield | 1.74% |
| Expenses | 0.42% |
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Performance Analytics (As of 12/17/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/24/2013 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -1.0 | 1.7 | 4.4 | 3.0 | -1.3 | 6.0 | 0.2 | 3.8 | 13.4 | -5.2 | 1.6 | 3.9 |
| Sharpe Ratio | NA | -0.23 | 0.19 | 0.85 | 0.54 | -0.28 | 2.42 | -0.35 | 1.02 | 2.18 | -0.93 | 0.32 | 5.24 |
| Draw Down(%) | NA | 7.0 | 7.0 | 7.0 | 13.8 | 7.0 | 0.5 | 3.2 | 2.2 | 5.1 | 10.9 | 5.8 | 0.8 |
| Standard Deviation(%) | NA | 5.3 | 3.7 | 4.3 | 4.5 | 5.4 | 1.9 | 3.1 | 3.1 | 6.1 | 5.6 | 5.1 | 2.9 |
| Treynor Ratio | NA | -0.03 | 0.02 | 0.09 | 0.05 | -0.04 | 0.2 | -0.03 | 0.07 | 0.18 | -0.06 | 0.03 | 0.5 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | 0.04 |
| Beta | NA | 0.36 | 0.35 | 0.41 | 0.45 | 0.36 | 0.23 | 0.35 | 0.45 | 0.75 | 0.82 | 0.57 | 0.3 |
| RSquared | NA | 0.51 | 0.4 | 0.32 | 0.28 | 0.51 | 0.17 | 0.17 | 0.17 | 0.38 | 0.34 | 0.15 | 0.05 |
| Yield(%) | N/A | 1.4 | 3.3 | 4.3 | N/A | 1.1 | 3.8 | 4.8 | 4.8 | 5.4 | 5.0 | 4.6 | 1.0 |
| Dividend Growth(%) | N/A | -67.0 | -33.3 | N/A | N/A | -70.8 | -23.9 | 0.0 | -3.3 | -3.2 | 5.9 | 391.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/24/2013
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See High Yield Bond Asset Class Trend Rankings |
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