Invesco BulletShares 2031 Corporate Bond ETF

10-Year Study

BSCV.US · · US · ETF

Executive Summary: Invesco BulletShares 2031 Corporate Bond ETF has compounded at 0.3% annually over the last 10 years, with a maximum drawdown of 20.1% and an annualized volatility of 7.8%.

1Y CAGR
+5.5%
3Y CAGR
+5.9%
5Y CAGR
+0.3%
10Y CAGR
+0.3%

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 →
20.1%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.44
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
-0.66
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
8.8%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · +9.2%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -16.9%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
80%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20260.31.0-2.00.7————————0.0%
20250.81.90.10.70.41.6-0.01.60.60.30.90.19.0%
2024-0.5-1.41.3-2.41.80.92.61.61.5-2.41.3-1.52.6%
20234.6-3.73.50.6-1.40.20.2-0.7-2.9-1.96.44.39.2%
2022-3.1-1.8-3.4-6.11.2-3.14.6-4.4-5.5-0.15.3-1.3-16.9%
2021—————————-0.3-0.20.4-0.1%

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 7.8%. The dominant macroeconomic risk driver is LQD.US, accounting for 83.1% of variance. Idiosyncratic stock-specific factors contribute 1.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2021-09-0110000
2021-10-019967.07829002925
2021-11-019949.7607362714
2021-12-019987.883831646452
2022-01-019677.146948316587
2022-02-019503.971410738108
2022-03-019176.651286883942
2022-04-018620.2254341627
2022-05-018726.945624105056
2022-06-018457.14670354551
2022-07-018847.55657271537
2022-08-018461.919739563573
2022-09-017997.772583191571
2022-10-017988.4100894638295
2022-11-018408.987993978631
2022-12-018299.942478796705
2023-01-018683.682336095168
2023-02-018363.0322241124
2023-03-018653.085951363988
2023-04-018707.119166799252
2023-05-018588.649965120121
2023-06-018602.173567171303
2023-07-018622.611952171732
2023-08-018564.72359226034
2023-09-018315.913791626383
2023-10-018160.117000575213
2023-11-018686.436010720974
2023-12-019061.180530908468
2024-01-019015.163568272774
2024-02-018887.760222252138
2024-03-019002.12950837729
2024-04-018787.71004418118
2024-05-018942.894907537726
2024-06-019020.976881371696
2024-07-019252.713899325656
2024-08-019398.78104003231
2024-09-019543.624325349718
2024-10-019317.578234955758
2024-11-019436.536978790586
2024-12-019299.22040411705
2025-01-019375.344209328226
2025-02-019551.946541996598
2025-03-019560.207565874018
2025-04-019622.5018051867
2025-05-019657.50406931917
2025-06-019809.874065280446
2025-07-019807.548740040878
2025-08-019960.347085388392
2025-09-0110016.460854985376
2025-10-0110042.712553084728
2025-11-0110129.667478490743
2025-12-0110140.620984224504
2026-01-0110175.378477279124
2026-02-0110274.877920424922
2026-03-0110072.32985350451
2026-04-0110142.701538386225
Annual Return Matrix
YearAnnual Return
2022-0.16899889719397132
20230.09171606358194007
20240.026270293632999264
20250.09048076543437356
20260.00020517029134170528
Total Factor Risk
0.07780662939386539
VTI.US Exposure
-0.026256753873530197
VEA.US Exposure
0.01070440497286693
VWO.US Exposure
-0.009809559325287974
QQQ.US Exposure
0.024161186356917025
VTV.US Exposure
0.012583286610823911
IJR.US Exposure
-0.0005435609816606331
QUAL.US Exposure
-0.023883267962338403
SHV.US Exposure
0.12283525753143364
TLT.US Exposure
-0.032518849406778676
LQD.US Exposure
0.831123398002882
HYG.US Exposure
0.03661927026056768
GLD.US Exposure
0.0011075383721834784
USO.US Exposure
0.006008488409869985
VNQ.US Exposure
-0.016714818671367215
BTC-USD.CC Exposure
-0.0004284991670593738
CPER.US Exposure
-0.0007434834650824793
VIX.INDX Exposure
-0.0038093123493011163
UUP.US Exposure
0.001612018487789063
TIP.US Exposure
0.05038996206290697
Idiosyncratic Exposure
0.01756329413416519
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
7.8%

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$76.050.76%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 →
1.3% 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 →
1.08
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Invesco BulletShares 2031 Corporate Bond ETF a high-risk investment?

Invesco BulletShares 2031 Corporate Bond ETF (BSCV.US) has an annualized volatility of 7.8% and experienced a maximum drawdown of 20.1% over the last 10 years. Its primary macro risk driver is LQD.US.

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

Over the past 10 years, BSCV.US has generated a Compound Annual Growth Rate (CAGR) of 0.3%. It has had a positive return in 80% 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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