Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSMO (Invesco BulletShares (R) 2024 Municipal Bond ETF) | NA | 2.56% | 0.39% | 1.12% | NA | NA | NA | … | … |
Data as of 12/17/2024, Common starting date is 09/27/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSMO (Invesco BulletShares (R) 2024 Municipal Bond ETF) | 09/27/2019 | 12/17/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 2.56 | 0.39 | 1.12 | NA | NA | NA | … | … | 2.29 | 2.94 | -3.81 | 0.65 | 3.54 | 0.72 |
| Sharpe Ratio | NA | -2.57 | -1.76 | -0.40 | NA | NA | NA | … | … | -2.64 | -0.63 | -2.20 | 0.52 | 0.50 | 1.47 |
| Standard Deviation(%) | NA | 1.63 | 2.07 | 3.37 | NA | NA | NA | … | … | 1.65 | 2.11 | 2.37 | 1.21 | 6.58 | 1.24 |
| Draw Down(%) | NA | 0.61 | 5.39 | 9.06 | NA | NA | NA | … | … | 0.61 | 1.15 | 5.25 | 0.79 | 9.06 | 0.34 |
| Yield(%) | 0.03 | 2.59 | 1.50 | 1.29 | 0.67 | 0.45 | 0.34 | … | … | 2.38 | 2.25 | 0.00 | 0.58 | 1.16 | 0.36 |
Data as of 12/17/2024, Common starting date is 09/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMO (Invesco BulletShares (R) 2024 Municipal Bond ETF) |
-0.48%
Sep 2020 – Sep 2023 |
1.11%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMO (Invesco BulletShares (R) 2024 Municipal Bond ETF) |
0.82%
Apr 2020 – Apr 2023 |
1.11%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart