Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSMR (Invesco BulletShares 2027 Municipal Bond ETF) | 0.99% | 4.04% | 2.88% | 0.36% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/27/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSMR (Invesco BulletShares 2027 Municipal Bond ETF) | 09/27/2019 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 4.04 | 2.88 | 0.36 | NA | NA | NA | … | … | 0.99 | 3.08 | 1.52 | 4.45 | -7.60 | 1.09 | 4.81 | 0.19 |
| Sharpe Ratio | NA | 0.93 | -0.13 | -0.69 | NA | NA | NA | … | … | -0.27 | 0.07 | -0.81 | 0.23 | -2.20 | 0.47 | 0.35 | -0.15 |
| Standard Deviation(%) | NA | 1.31 | 2.72 | 3.05 | NA | NA | NA | … | … | 1.38 | 2.69 | 2.61 | 3.56 | 4.12 | 2.25 | 12.97 | 2.37 |
| Draw Down(%) | NA | 0.58 | 3.48 | 12.00 | NA | NA | NA | … | … | 0.58 | 2.93 | 1.32 | 4.17 | 11.35 | 2.46 | 13.50 | 1.04 |
| Yield(%) | 0.00 | 2.76 | 2.76 | 2.08 | 1.31 | 0.87 | 0.66 | … | … | 1.11 | 2.77 | 2.75 | 2.76 | 1.28 | 1.00 | 1.39 | 0.48 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| BSMR (Invesco BulletShares 2027 Municipal Bond ETF) |
-1.84%
Oct 2019 – Oct 2022 |
0.23%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMR (Invesco BulletShares 2027 Municipal Bond ETF) |
4.26%
Oct 2022 – Oct 2025 |
1.64%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart