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BSJJ: Invesco BulletShares 2019 High Yield Corporate Bond ETF (ETF)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/24/2013 |
| Last Dividend Date: | 11/18/2019 |
| 12-Mo. Yield | 2.97% |
| Expenses | 0.42% |
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Performance Analytics (As of 12/26/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/24/2013 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.0 | 2.9 | 3.2 | 3.2 | 4.1 | 1.1 | 3.4 | 11.7 | -4.2 | 0.6 | 4.1 |
| Sharpe Ratio | NA | 2.09 | 0.78 | 0.65 | 0.71 | 2.17 | -0.12 | 1.04 | 2.12 | -0.83 | 0.15 | 7.51 |
| Draw Down(%) | NA | 0.5 | 2.1 | 11.3 | 11.4 | 0.5 | 2.1 | 1.8 | 4.2 | 8.7 | 6.6 | 0.4 |
| Standard Deviation(%) | NA | 1.2 | 2.2 | 3.8 | 3.7 | 1.2 | 2.5 | 2.7 | 5.4 | 5.1 | 3.8 | 2.2 |
| Treynor Ratio | NA | 0.16 | 0.07 | 0.05 | 0.05 | 0.17 | -0.01 | 0.08 | 0.17 | -0.06 | 0.01 | 0.57 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | 0.05 |
| Beta | NA | 0.16 | 0.25 | 0.5 | 0.51 | 0.16 | 0.29 | 0.35 | 0.69 | 0.69 | 0.63 | 0.28 |
| RSquared | NA | 0.2 | 0.15 | 0.26 | 0.27 | 0.2 | 0.17 | 0.14 | 0.41 | 0.29 | 0.32 | 0.09 |
| Yield(%) | N/A | 3.0 | 4.0 | 4.2 | N/A | 3.0 | 4.1 | 4.5 | 5.3 | 4.8 | 4.3 | 0.9 |
| Dividend Growth(%) | N/A | -37.0 | -16.5 | N/A | N/A | -30.1 | -7.0 | -9.4 | 0.2 | 6.9 | 397.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/24/2013
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See High Yield Bond Asset Class Trend Rankings |
Top Rated Funds in High Yield Bond
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