Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSMT (Invesco BulletShares 2029 Municipal Bond ETF) | 0.91% | 5.01% | 2.96% | -0.25% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/26/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSMT (Invesco BulletShares 2029 Municipal Bond ETF) | 09/26/2019 | 06/09/2026 |
| 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 (%) | -0.09 | 5.01 | 2.96 | -0.25 | NA | NA | NA | … | … | 0.91 | 3.79 | 0.36 | 5.46 | -11.03 | 1.34 | 6.77 | -0.35 |
| Sharpe Ratio | NA | 1.27 | -0.04 | -0.63 | NA | NA | NA | … | … | -0.21 | 0.25 | -0.87 | 0.37 | -2.11 | 0.46 | 0.48 | -0.63 |
| Standard Deviation(%) | NA | 1.89 | 3.74 | 4.26 | NA | NA | NA | … | … | 1.81 | 3.61 | 3.76 | 4.89 | 5.93 | 2.82 | 13.67 | 3.91 |
| Draw Down(%) | NA | 1.62 | 4.77 | 16.19 | NA | NA | NA | … | … | 1.62 | 4.04 | 2.53 | 6.11 | 15.56 | 3.42 | 15.10 | 2.14 |
| Yield(%) | 0.00 | 2.80 | 2.76 | 2.08 | 1.36 | 0.91 | 0.68 | … | … | 1.12 | 2.80 | 2.73 | 2.68 | 1.45 | 1.21 | 1.75 | 0.48 |
Data as of 06/09/2026, Common starting date is 09/26/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMT (Invesco BulletShares 2029 Municipal Bond ETF) |
-3.08%
Oct 2020 – Oct 2023 |
-0.52%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMT (Invesco BulletShares 2029 Municipal Bond ETF) |
4.68%
Oct 2022 – Oct 2025 |
0.69%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart