Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSMU (Invesco BulletShares 2030 Municipal Bond ETF) | 0.65% | 5.34% | 2.92% | -0.67% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/13/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSMU (Invesco BulletShares 2030 Municipal Bond ETF) | 10/13/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 5.34 | 2.92 | -0.67 | NA | NA | NA | … | … | 0.65 | 4.33 | -0.28 | 6.33 | -13.79 | 1.88 | 3.97 |
| Sharpe Ratio | NA | 1.15 | -0.03 | -0.62 | NA | NA | NA | … | … | -0.53 | 0.40 | -0.94 | 0.52 | -2.11 | 0.39 | 3.14 |
| Standard Deviation(%) | NA | 2.20 | 4.00 | 5.07 | NA | NA | NA | … | … | 2.36 | 3.64 | 4.15 | 5.23 | 7.25 | 4.72 | 6.19 |
| Draw Down(%) | NA | 2.02 | 5.92 | 19.49 | NA | NA | NA | … | … | 2.02 | 4.63 | 3.08 | 7.19 | 18.85 | 3.78 | 0.29 |
| Yield(%) | 0.00 | 2.87 | 2.83 | 2.17 | 1.24 | 0.82 | 0.62 | … | … | 1.14 | 2.85 | 2.83 | 2.75 | 1.83 | 1.60 | 0.29 |
Data as of 06/04/2026, Common starting date is 10/13/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMU (Invesco BulletShares 2030 Municipal Bond ETF) |
-3.28%
May 2021 – May 2024 |
-0.60%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMU (Invesco BulletShares 2030 Municipal Bond ETF) |
5.36%
Oct 2022 – Oct 2025 |
0.20%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart