Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSMN (Invesco BulletShares (R) 2023 Municipal Bond ETF) | NA | 2.18% | 0.55% | NA | NA | NA | NA | … | … |
Data as of 12/28/2023, Common starting date is 09/27/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSMN (Invesco BulletShares (R) 2023 Municipal Bond ETF) | 09/27/2019 | 12/28/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.18 | 0.55 | NA | NA | NA | NA | … | … | 1.97 | -0.78 | 0.55 | 2.68 | 0.84 |
| Sharpe Ratio | NA | -1.32 | -0.83 | NA | NA | NA | NA | … | … | -1.44 | -1.21 | 0.39 | 0.45 | 1.63 |
| Standard Deviation(%) | NA | 1.59 | 1.59 | NA | NA | NA | NA | … | … | 1.59 | 1.79 | 1.36 | 5.43 | 1.37 |
| Draw Down(%) | NA | 0.44 | 2.74 | NA | NA | NA | NA | … | … | 0.44 | 2.59 | 0.51 | 7.32 | 0.32 |
| Yield(%) | 0.00 | 2.31 | 1.20 | 0.95 | 0.47 | 0.32 | 0.24 | … | … | 2.31 | 0.86 | 0.47 | 0.76 | 0.30 |
Data as of 12/28/2023, Common starting date is 09/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMN (Invesco BulletShares (R) 2023 Municipal Bond ETF) |
0.43%
Jul 2020 – Jul 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMN (Invesco BulletShares (R) 2023 Municipal Bond ETF) |
1.36%
Apr 2020 – Apr 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart