Invesco BulletShares 2030 Corporate Bond ETF

10-Year Study

BSCU.US · · US · ETF

Executive Summary: Invesco BulletShares 2030 Corporate Bond ETF has compounded at 0.5% annually over the last 10 years, with a maximum drawdown of 20.6% and an annualized volatility of 7.3%.

1Y CAGR
+5.0%
3Y CAGR
+5.6%
5Y CAGR
+0.9%
10Y CAGR
+0.5%

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 →
20.6%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.49
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
-0.74
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
7.6%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · +8.7%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -15.1%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
67%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20260.40.9-1.70.6————————0.1%
20250.71.50.30.80.31.20.01.40.50.30.70.28.2%
2024-0.2-1.31.1-2.21.71.02.51.61.3-2.31.1-1.03.1%
20234.3-3.43.50.8-1.4-0.00.3-0.7-2.4-1.45.53.88.7%
2022-2.8-1.7-3.2-5.71.3-2.84.3-4.1-4.8-0.04.8-1.0-15.1%
2021-1.6-2.4-2.01.10.71.81.5-0.4-1.3-0.2-0.30.3-3.0%
2020—————————-0.53.10.43.0%

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 7.3%. The dominant macroeconomic risk driver is LQD.US, accounting for 80.2% of variance. Idiosyncratic stock-specific factors contribute 1.9%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2020-09-0110000
2020-10-019949.568747386025
2020-11-0110255.774512736345
2020-12-0110296.808594008677
2021-01-0110127.230879249852
2021-02-019885.380437696089
2021-03-019683.518779334772
2021-04-019793.286757031032
2021-05-019858.506349631067
2021-06-0110032.964847267936
2021-07-0110179.17226640829
2021-08-0110136.719149195103
2021-09-0110008.933502807882
2021-10-019989.426722327134
2021-11-019959.069864570247
2021-12-019985.794457490882
2022-01-019706.128751992344
2022-02-019542.4210575123
2022-03-019239.99179645395
2022-04-018714.69155355938
2022-05-018828.202749519367
2022-06-018582.979323770393
2022-07-018953.163755229265
2022-08-018589.521488233506
2022-09-018174.27127832714
2022-10-018174.200034547393
2022-11-018565.076696264758
2022-12-018479.628541939986
2023-01-018845.140666171386
2023-02-018540.666942220478
2023-03-018841.924184705455
2023-04-018910.303614126871
2023-05-018781.917067335065
2023-06-018777.62608951886
2023-07-018803.03909613367
2023-08-018745.264478517138
2023-09-018533.593953201713
2023-10-018411.589564351294
2023-11-018877.68681024196
2023-12-019214.56127087691
2024-01-019191.58106415082
2024-02-019076.02073357501
2024-03-019177.304277861953
2024-04-018972.950839105735
2024-05-019128.608570439834
2024-06-019217.708844424724
2024-07-019450.041817762849
2024-08-019598.8309479709
2024-09-019725.098284297952
2024-10-019496.86941984555
2024-11-019598.123765862107
2024-12-019502.197520225933
2025-01-019566.260277353202
2025-02-019712.820411599841
2025-03-019737.438641294693
2025-04-019810.594323786161
2025-05-019844.433951234918
2025-06-019967.248884071303
2025-07-019968.489226597383
2025-08-0110108.234484535486
2025-09-0110158.432150986358
2025-10-0110190.162495382294
2025-11-0110265.075913751112
2025-12-0110285.112934822102
2026-01-0110322.93987807503
2026-02-0110412.707554445138
2026-03-0110237.580570583257
2026-04-0110296.364453278155
Annual Return Matrix
YearAnnual Return
2021-0.030204906081168215
2022-0.15083085496728188
20230.0866703919047831
20240.031215403630568295
20250.08239308990680216
20260.0010939615857750162
Total Factor Risk
0.07298948979191541
VTI.US Exposure
-0.06370026583693907
VEA.US Exposure
-0.0018232291025661515
VWO.US Exposure
-0.004034671819421026
QQQ.US Exposure
0.03999410307212273
VTV.US Exposure
0.012422615795895587
IJR.US Exposure
-0.0030274380665846487
QUAL.US Exposure
0.004321601526563594
SHV.US Exposure
0.16343874180097726
TLT.US Exposure
-0.052240314046204515
LQD.US Exposure
0.802063976711473
HYG.US Exposure
0.024599955675396554
GLD.US Exposure
0.0008319598743547565
USO.US Exposure
0.0024918902169926037
VNQ.US Exposure
-0.006104492760028133
BTC-USD.CC Exposure
0.0015303486897578166
CPER.US Exposure
-0.0035085056763850832
VIX.INDX Exposure
0.0007451637160367999
UUP.US Exposure
0.014058622108954132
TIP.US Exposure
0.04912478227654007
Idiosyncratic Exposure
0.01881515584306365
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
7.3%

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
$76
Avg Yield on Cost
0.76%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$76.140.76%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 →
+0.9%
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 →
1.1% 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 →
0.96
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Invesco BulletShares 2030 Corporate Bond ETF a high-risk investment?

Invesco BulletShares 2030 Corporate Bond ETF (BSCU.US) has an annualized volatility of 7.3% and experienced a maximum drawdown of 20.6% over the last 10 years. Its primary macro risk driver is LQD.US.

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

Over the past 10 years, BSCU.US has generated a Compound Annual Growth Rate (CAGR) of 0.5%. It has had a positive return in 67% 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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