Invesco BulletShares 2029 Corporate Bond ETF

10-Year Study

BSCT.US · · US · ETF

Executive Summary: Invesco BulletShares 2029 Corporate Bond ETF has compounded at 2.2% annually over the last 10 years, with a maximum drawdown of 17.6% and an annualized volatility of 6.6%.

1Y CAGR
+4.7%
3Y CAGR
+5.6%
5Y CAGR
+1.3%
10Y CAGR
+2.2%

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 →
17.6%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.28
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
-0.35
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
7.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · +10.8%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -12.9%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
71%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20260.50.6-1.30.4————————0.2%
20250.61.20.30.70.31.00.11.30.40.40.60.27.5%
2024-0.1-1.31.1-1.81.50.72.11.51.1-1.71.0-0.63.5%
20233.5-3.03.40.6-1.1-0.40.8-0.3-1.7-0.94.53.28.6%
2022-2.5-1.3-2.9-4.81.1-2.53.9-3.4-4.30.14.0-0.7-12.9%
2021-1.2-1.9-1.61.10.61.51.2-0.4-1.1-0.2-0.40.3-2.1%
20202.41.4-7.96.52.32.42.6-0.7-0.3-0.42.10.510.8%
2019—————————0.6-0.10.20.7%

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 6.6%. The dominant macroeconomic risk driver is LQD.US, accounting for 85.5% of variance. Idiosyncratic stock-specific factors contribute 2.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2019-09-0110000
2019-10-0110059.652661615666
2019-11-0110051.473482239497
2019-12-0110073.920102331987
2020-01-0110317.63504870609
2020-02-0110459.20249926203
2020-03-019628.923546196991
2020-04-0110253.739053429108
2020-05-0110492.534192659647
2020-06-0110746.08875332087
2020-07-0111025.779789432252
2020-08-0110949.953261832135
2020-09-0110918.71248647053
2020-10-0110878.923546196991
2020-11-0111111.01544819443
2020-12-0111164.825838827119
2021-01-0111034.204959165601
2021-02-0110824.559677260651
2021-03-0110646.401161074487
2021-04-0110768.473875824067
2021-05-0110830.524943422217
2021-06-0110996.875922463838
2021-07-0111133.216077929746
2021-08-0111088.32283774476
2021-09-0110962.806257994685
2021-10-0110939.1911837056
2021-11-0110897.003837449573
2021-12-0110926.830168257404
2022-01-0110652.981403128999
2022-02-0110510.73747909082
2022-03-0110208.96880842271
2022-04-019720.739447013677
2022-05-019826.392305421627
2022-06-019583.230837351177
2022-07-019957.505165797502
2022-08-019617.546492177507
2022-09-019204.405687297058
2022-10-019215.78274131654
2022-11-019584.214798779887
2022-12-019519.519334842074
2023-01-019852.344288103906
2023-02-019553.8964872577
2023-03-019882.847092393979
2023-04-019943.176227491882
2023-05-019829.405687297058
2023-06-019792.507133720359
2023-07-019867.780183016825
2023-08-019834.755977565681
2023-09-019665.330119059334
2023-10-019581.139919315163
2023-11-0110016.29686116304
2023-12-0110339.036209780577
2024-01-0110332.271474958183
2024-02-0110200.236150742892
2024-03-0110308.225917544034
2024-04-0110127.177014661027
2024-05-0110275.632195217948
2024-06-0110350.597756567942
2024-07-0110569.529174456362
2024-08-0110726.963003050283
2024-09-0110846.698809406671
2024-10-0110661.34507527305
2024-11-0110765.153006002163
2024-12-0110695.906720456558
2025-01-0110759.126242251305
2025-02-0110889.378136377054
2025-03-0110926.76867066811
2025-04-0111004.747613893534
2025-05-0111042.93761684542
2025-06-0111157.384630522485
2025-07-0111168.946177309848
2025-08-0111311.620584473088
2025-09-0111357.190298140315
2025-10-0111399.316146807047
2025-11-0111471.883302174554
2025-12-0111499.372724589197
2026-01-0111557.180458526027
2026-02-0111626.119256125161
2026-03-0111475.450162353636
2026-04-0111521.57335432451
Annual Return Matrix
YearAnnual Return
20200.10829009217996477
2021-0.021316559165845073
2022-0.1287940612002545
20230.08608805193966229
20240.03451680634780896
20250.07511901750189742
20260.0019305948478254287
Total Factor Risk
0.06576843287537054
VTI.US Exposure
-0.044613583590177835
VEA.US Exposure
0.0015433119314971966
VWO.US Exposure
0.0011628309599189478
QQQ.US Exposure
0.026853305510012675
VTV.US Exposure
0.0055006776555665635
IJR.US Exposure
-0.00406669767351285
QUAL.US Exposure
-0.006597108075485808
SHV.US Exposure
0.14391428344586402
TLT.US Exposure
-0.10738948829505719
LQD.US Exposure
0.8547712081093596
HYG.US Exposure
0.010213354800821589
GLD.US Exposure
0.004227605116648022
USO.US Exposure
0.006651013277555747
VNQ.US Exposure
-0.004990353693834409
BTC-USD.CC Exposure
0.0036179781087414026
CPER.US Exposure
-0.004577927761719488
VIX.INDX Exposure
-0.0030115125722869943
UUP.US Exposure
0.012280847357419692
TIP.US Exposure
0.07662089681836404
Idiosyncratic Exposure
0.027889358570305216
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
6.6%

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
$83
Avg Yield on Cost
0.83%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$82.980.83%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 →
+1.0%
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 →
0.9% 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 →
0.79
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Invesco BulletShares 2029 Corporate Bond ETF a high-risk investment?

Invesco BulletShares 2029 Corporate Bond ETF (BSCT.US) has an annualized volatility of 6.6% and experienced a maximum drawdown of 17.6% over the last 10 years. Its primary macro risk driver is LQD.US.

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

Over the past 10 years, BSCT.US has generated a Compound Annual Growth Rate (CAGR) of 2.2%. It has had a positive return in 71% 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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