Invesco BulletShares 2026 Corporate Bond ETF

10-Year Study

BSCQ.US · · US · ETF

Executive Summary: Invesco BulletShares 2026 Corporate Bond ETF has compounded at 2.8% annually over the last 10 years, with a maximum drawdown of 12.2% and an annualized volatility of 5.9%.

1Y CAGR
+3.8%
3Y CAGR
+4.8%
5Y CAGR
+1.3%
10Y CAGR
+2.8%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
12.2%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.33
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
-0.38
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
4.8%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · +14.1%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -8.3%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20260.20.3-0.10.2————————0.6%
20250.60.50.20.40.40.50.30.60.40.40.30.45.0%
20240.3-0.40.6-0.30.80.41.30.90.9-0.40.50.34.8%
20231.7-1.51.90.5-0.5-0.30.50.0-0.50.12.01.65.7%
2022-1.9-0.8-2.6-2.41.1-1.72.4-2.3-2.7-0.32.8-0.2-8.3%
2021-0.5-1.1-0.70.90.50.10.6-0.0-0.5-0.7-0.50.4-1.7%
20202.01.0-6.24.93.21.41.70.0-0.50.31.10.59.5%
20192.80.22.60.51.52.20.62.2-0.60.70.10.514.1%
2018-1.5-2.10.5-0.90.6-0.41.00.7-0.4-1.50.21.4-2.4%
20170.21.5-0.91.51.40.01.00.6-0.30.4-0.50.85.9%
2016—————————-1.3-3.80.4-4.7%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 5.9%. The dominant macroeconomic risk driver is SHV.US, accounting for 63.1% of variance. Idiosyncratic stock-specific factors contribute 2.9%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-09-0110000
2016-10-019866.52929642062
2016-11-019495.297284721992
2016-12-019530.858453255341
2017-01-019548.140516467813
2017-02-019696.035095882216
2017-03-019608.627737711457
2017-04-019748.878327628037
2017-05-019890.192429126924
2017-06-019891.654757552595
2017-07-019993.951277875636
2017-08-0110053.840273854234
2017-09-0110027.983648509422
2017-10-0110070.989398118914
2017-11-0110018.877330585929
2017-12-0110096.247798198676
2018-01-019947.622054571439
2018-02-019743.09548339925
2018-03-019792.017016185317
2018-04-019701.552062215427
2018-05-019756.921133969225
2018-06-019718.23590016285
2018-07-019817.60776363455
2018-08-019883.146664894148
2018-09-019844.72730898335
2018-10-019699.292100103028
2018-11-019722.091129648708
2018-12-019855.295955332514
2019-01-0110130.21369935857
2019-02-0110146.299312040945
2019-03-0110409.186081292168
2019-04-0110466.23474159635
2019-05-0110626.1093391688
2019-06-0110859.783476500184
2019-07-0110922.352169196227
2019-08-0111162.755813352678
2019-09-0111096.756441404823
2019-10-0111178.299097767767
2019-11-0111189.842458664945
2019-12-0111240.713118302421
2020-01-0111463.882226705306
2020-02-0111583.14587337838
2020-03-0110865.593824989122
2020-04-0111398.942739404352
2020-05-0111767.720474100663
2020-06-0111935.000952253107
2020-07-0112137.258891557909
2020-08-0112137.873776789665
2020-09-0112083.135045312838
2020-10-0112118.31155178764
2020-11-0112247.617478709648
2020-12-0112313.297363897911
2021-01-0112251.510906641028
2021-02-0112115.220644169045
2021-03-0112026.781130773627
2021-04-0112133.490976282083
2021-05-0112197.963911489664
2021-06-0112205.37930060417
2021-07-0112277.459063421096
2021-08-0112272.971035131584
2021-09-0112205.796408318083
2021-10-0112122.013541224185
2021-11-0112059.798566011978
2021-12-0112106.678176763751
2022-01-0111878.880313760585
2022-02-0111780.948747313309
2022-03-0111479.557362798958
2022-04-0111205.157538251755
2022-05-0111331.446090222054
2022-06-0111140.682067434971
2022-07-0111408.261103225796
2022-08-0111150.753507189738
2022-09-0110847.161213887084
2022-10-0110815.870528516054
2022-11-0111124.099183246602
2022-12-0111099.901864621286
2023-01-0111284.036537146829
2023-02-0111115.110448621563
2023-03-0111331.259722945626
2023-04-0111389.9438623425
2023-05-0111333.039720606213
2023-06-0111303.300828067488
2023-07-0111365.399165256353
2023-08-0111365.593139360393
2023-09-0111312.695260165026
2023-10-0111326.619558103928
2023-11-0111553.45135400071
2023-12-0111734.261842860971
2024-01-0111770.902663650571
2024-02-0111721.498853937095
2024-03-0111788.310888634553
2024-04-0111749.687221448115
2024-05-0111842.704777259756
2024-06-0111887.167952440963
2024-07-0112038.638907211991
2024-08-0112151.432947003317
2024-09-0112255.70607206758
2024-10-0112210.480946320837
2024-11-0112272.226833830471
2024-12-0112303.182818786689
2025-01-0112371.082629832279
2025-02-0112432.798090031474
2025-03-0112462.779133249096
2025-04-0112518.543518648581
2025-05-0112562.940767990509
2025-06-0112619.697844393015
2025-07-0112653.991958865134
2025-08-0112724.807720494304
2025-09-0112778.873247727704
2025-10-0112826.642857309773
2025-11-0112867.305154295513
2025-12-0112921.957675059435
2026-01-0112950.360301548117
2026-02-0112994.782146299312
2026-03-0112981.48825152049
2026-04-0113001.429093688723
Annual Return Matrix
YearAnnual Return
20170.05932197479548362
2018-0.023865484255363945
20190.1405759065226535
20200.09541959075968931
2021-0.0167801670850537
2022-0.08315875729436373
20230.05715005285421326
20240.04848374644646647
20250.050293884548955115
20260.006150106711978909
Total Factor Risk
0.05949911092841619
VTI.US Exposure
-0.009306598948927308
VEA.US Exposure
0.008323703804338905
VWO.US Exposure
-0.0016089416140493422
QQQ.US Exposure
0.008058697922566953
VTV.US Exposure
-0.005350448338938138
IJR.US Exposure
-0.0010677456049471201
QUAL.US Exposure
-0.0031651909513390228
SHV.US Exposure
0.6306571866140405
TLT.US Exposure
-0.06519977112376339
LQD.US Exposure
0.38400255930800475
HYG.US Exposure
0.011415026771044084
GLD.US Exposure
0.0015721345404904464
USO.US Exposure
0.000004834754450803645
VNQ.US Exposure
-0.0007642523464114561
BTC-USD.CC Exposure
0.0009651234266792683
CPER.US Exposure
-0.0014810395749167515
VIX.INDX Exposure
-0.006213075641432213
UUP.US Exposure
0.004794942012167038
TIP.US Exposure
0.015438613131456896
Idiosyncratic Exposure
0.02892424185948512
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
5.9%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$0
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$88
Avg Yield on Cost
0.88%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$87.750.88%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+0.1%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+1.2%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
0.1% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
0.30
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Invesco BulletShares 2026 Corporate Bond ETF a high-risk investment?

Invesco BulletShares 2026 Corporate Bond ETF (BSCQ.US) has an annualized volatility of 5.9% and experienced a maximum drawdown of 12.2% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of BSCQ.US?

Over the past 10 years, BSCQ.US has generated a Compound Annual Growth Rate (CAGR) of 2.8%. It has had a positive return in 70% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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