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BSJI: Invesco BulletShares 2018 HY Corp Bd ETF (ETF)
Basic Info
| Asset Class: | HIGH YIELD |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 05/10/2012 |
| Last Dividend Date: | 12/24/2018 |
| 12-Mo. Yield | 2.79% |
| Expenses | 0.43% |
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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 05/10/2012 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.4 | 4.9 | 2.3 | 3.9 | 2.4 | 1.3 | 11.3 | -3.7 | 0.1 | 8.2 | 7.1 |
| Sharpe Ratio | NA | 0.76 | 1.44 | 0.55 | 1.03 | 0.77 | 0.31 | 2.63 | -0.81 | 0.02 | 2.41 | 2.72 |
| Draw Down(%) | NA | 0.8 | 3.5 | 9.6 | 9.6 | 0.8 | 1.7 | 3.2 | 7.8 | 5.7 | 4.8 | 3.1 |
| Standard Deviation(%) | NA | 1.3 | 2.9 | 3.4 | 3.4 | 1.3 | 2.1 | 4.2 | 4.6 | 3.3 | 3.4 | 4.1 |
| Treynor Ratio | NA | 0.35 | 0.43 | 0.15 | 0.28 | 0.35 | 0.06 | 0.54 | -0.24 | 0.01 | 0.56 | 0.73 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.03 | -0.02 | -0.01 | 0.01 | 0.04 |
| Beta | NA | 0.03 | 0.1 | 0.12 | 0.13 | 0.03 | 0.11 | 0.21 | 0.15 | 0.15 | 0.14 | 0.15 |
| RSquared | NA | 0.14 | 0.19 | 0.22 | 0.23 | 0.14 | 0.11 | 0.41 | 0.27 | 0.28 | 0.23 | 0.25 |
| Yield(%) | N/A | 2.8 | 3.8 | 3.8 | N/A | 2.4 | 3.6 | 4.7 | 4.5 | 4.9 | 4.9 | 3.6 |
| Dividend Growth(%) | N/A | -23.4 | -24.7 | N/A | N/A | -34.0 | -17.1 | -3.7 | -12.3 | 2.3 | 42.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/2012
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- BSJI (Invesco BulletShares 2018 HY Corp Bd ETF) (60%)
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