Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSMS (Invesco BulletShares 2028 Municipal Bond ETF) | 0.71% | 4.01% | 2.97% | 0.04% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/27/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSMS (Invesco BulletShares 2028 Municipal Bond ETF) | 09/27/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 4.01 | 2.97 | 0.04 | NA | NA | NA | … | … | 0.71 | 3.61 | 1.03 | 4.97 | -9.93 | 1.49 | 6.74 | 0.24 |
| Sharpe Ratio | NA | 0.88 | -0.03 | -0.67 | NA | NA | NA | … | … | -0.62 | 0.23 | -0.87 | 0.34 | -2.23 | 0.56 | 0.51 | -0.06 |
| Standard Deviation(%) | NA | 1.54 | 3.16 | 3.61 | NA | NA | NA | … | … | 1.39 | 3.23 | 2.99 | 3.93 | 5.12 | 2.62 | 12.59 | 2.71 |
| Draw Down(%) | NA | 1.04 | 4.25 | 14.96 | NA | NA | NA | … | … | 1.04 | 3.59 | 1.83 | 5.12 | 14.22 | 2.91 | 13.98 | 1.24 |
| Yield(%) | 0.00 | 2.81 | 2.77 | 2.12 | 1.41 | 0.94 | 0.70 | … | … | 1.13 | 2.81 | 2.76 | 2.63 | 1.38 | 1.48 | 1.84 | 0.48 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| BSMS (Invesco BulletShares 2028 Municipal Bond ETF) |
-2.54%
Oct 2020 – Oct 2023 |
-0.12%
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 |
|---|---|---|---|---|
| BSMS (Invesco BulletShares 2028 Municipal Bond ETF) |
4.54%
Oct 2022 – Oct 2025 |
0.92%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart