It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
BSCE: Invesco BulletShares (R) 2023 USD Emerging Markets Debt ETF (ETF)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/08/2010 |
| Last Dividend Date: | 10/01/2014 |
| 12-Mo. Yield | 0.36% |
| Expenses | 0.24% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/30/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 06/08/2010 |
2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.3 | 1.4 | 2.4 | -0.2 | 1.0 | 3.5 | 3.3 | 3.3 |
| Sharpe Ratio | NA | -0.24 | 0.94 | 0.98 | -0.14 | 0.82 | 1.79 | 1.03 | 1.45 |
| Draw Down(%) | NA | 0.7 | 0.8 | 3.0 | 0.7 | 0.6 | 0.7 | 2.4 | 3.0 |
| Standard Deviation(%) | NA | 1.2 | 1.5 | 2.4 | 1.2 | 1.1 | 1.9 | 3.2 | 4.0 |
| Treynor Ratio | NA | -0.12 | 0.25 | 0.06 | -0.06 | 0.12 | 0.76 | 0.04 | 0.1 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 |
| Beta | NA | 0.02 | 0.06 | 0.38 | 0.03 | 0.08 | 0.05 | 0.89 | 0.6 |
| RSquared | NA | 0.0 | 0.0 | 0.06 | 0.0 | 0.01 | 0.0 | 0.19 | 0.09 |
| Yield(%) | N/A | 0.4 | 1.0 | N/A | 0.4 | 1.1 | 1.7 | 2.0 | 1.0 |
| Dividend Growth(%) | N/A | -66.5 | N/A | N/A | -66.5 | -35.1 | -15.3 | 98.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/08/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Short-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Short-Term Bond
Best Mutual Funds
- FSHBX (FIDELITY SHORT-TERM BOND FUND FIDELITY SHORT-TERM BOND FUND) (100%)
- VBISX (VANGUARD SHORT-TERM BOND INDEX FUND INVESTOR SHARES) (100%)
- VFSTX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (99%)
- ASDIX (AAM/HIMCO SHORT DURATION FUND CLASS I) (98%)
- MSTIX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS I) (98%)
- DFCFX (LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO) (98%)
- JSDUX (JPMORGAN SHORT DURATION BOND FUND CLASS R6) (97%)
- VBIRX (Vanguard Short-Term Bond Index Fund Admiral Shares) (97%)
- BBSGX (STERLING CAPITAL SHORT DURATION BOND FUND INSTITUTIONAL CLASS) (96%)
- JASBX (JANUS SHORT-TERM BOND FUND CLASS T) (96%)
Best ETFs
- BSV (Vanguard Short-Term Bond ETF) (99%)
- VCSH (Vanguard Short-Term Corporate Bond ETF) (35%)
- STIP (iShares 0-5 Year TIPS Bond ETF) (33%)
- FLRN (SPDR Bloomberg Investment Grade Floating Rate ETF) (32%)
- ISTB (iShares Core 1-5 Year USD Bond ETF) (3%)
