Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BSMP (Invesco BulletShares (R) 2025 Municipal Bond ETF) NA 2.19% 2.48% 0.63% NA NA NA
Data as of 12/17/2025, Common starting date is 09/27/2019
More Performance Analytics Comparison
Name Start Date End Date
BSMP (Invesco BulletShares (R) 2025 Municipal Bond ETF) 09/27/2019 12/17/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019
Annualized Return (%) -0.03 2.19 2.48 0.63 NA NA NA 2.27 2.44 3.16 -5.09 0.61 4.90 0.69
Sharpe Ratio NA -0.61 -0.46 -0.77 NA NA NA -0.46 -0.60 -0.21 -2.04 0.37 0.61 1.11
Standard Deviation(%) NA 1.21 1.90 2.18 NA NA NA 1.19 1.96 2.33 3.21 1.59 7.65 1.44
Draw Down(%) NA 0.69 1.94 8.10 NA NA NA 0.69 0.69 1.94 7.76 1.46 10.78 0.56
Yield(%) 0.03 2.55 2.42 1.73 1.06 0.71 0.53 2.34 2.53 2.21 1.16 0.73 1.37 0.35
Data as of 12/17/2025, 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
BSMP (Invesco BulletShares (R) 2025 Municipal Bond ETF) -1.19%
Oct 2020 – Oct 2023
0.68%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSMP (Invesco BulletShares (R) 2025 Municipal Bond ETF) 3.46%
Oct 2022 – Oct 2025
1.57%
Apr 2020 – Apr 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return