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BSCI: Invesco BulletShares 2018 Corp Bd ETF (ETF)
Basic Info
| Asset Class: | INVESTMENT GRADE |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 03/29/2012 |
| Last Dividend Date: | 12/26/2018 |
| 12-Mo. Yield | 2.07% |
| Expenses | 0.24% |
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Performance Analytics (As of 12/28/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/29/2012 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 2.2 | 1.9 | 1.9 | 2.6 | 2.2 | 1.1 | 2.2 | 1.2 | 2.7 | 0.8 | 7.2 |
| Sharpe Ratio | NA | 1.02 | 0.98 | 0.86 | 0.97 | 1.04 | 0.48 | 1.25 | 0.51 | 1.11 | 0.21 | 3.25 |
| Draw Down(%) | NA | 0.2 | 0.9 | 1.1 | 4.1 | 0.2 | 0.3 | 0.9 | 1.0 | 1.1 | 4.1 | 1.2 |
| Standard Deviation(%) | NA | 0.8 | 1.1 | 1.7 | 2.3 | 0.8 | 0.9 | 1.6 | 2.3 | 2.4 | 3.6 | 3.0 |
| Treynor Ratio | NA | -0.96 | 0.54 | 0.23 | 0.22 | -0.99 | 0.2 | 0.55 | 0.15 | 0.17 | 0.04 | 0.65 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.03 |
| Beta | NA | -0.01 | 0.02 | 0.07 | 0.1 | -0.01 | 0.02 | 0.04 | 0.08 | 0.16 | 0.21 | 0.15 |
| RSquared | NA | 0.0 | 0.02 | 0.1 | 0.15 | 0.0 | 0.03 | 0.04 | 0.15 | 0.26 | 0.32 | 0.21 |
| Yield(%) | N/A | 2.1 | 1.7 | 1.7 | N/A | 1.9 | 1.5 | 1.5 | 1.7 | 1.8 | 1.7 | 1.6 |
| Dividend Growth(%) | N/A | 39.2 | 2.1 | N/A | N/A | 26.0 | 4.6 | -13.8 | -5.1 | 5.7 | 11.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/29/2012
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