Invesco BulletShares 2033 Corporate Bond ETF

10-Year Study

BSCX.US · · US · ETF

Executive Summary: Invesco BulletShares 2033 Corporate Bond ETF has compounded at 8.1% annually over the last 10 years, with a maximum drawdown of 3.6% and an annualized volatility of 8.3%.

1Y CAGR
+6.5%
3Y CAGR
+8.1%
5Y CAGR
+8.1%
10Y CAGR
+8.1%

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 →
3.6%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.55
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.07
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
7.1%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +9.3%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · 0.1%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
100%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20260.21.4-2.20.7————————0.1%
20250.62.1-0.10.40.32.10.11.11.30.21.0-0.19.3%
2024-0.5-1.81.3-2.62.00.82.71.71.6-2.81.5-1.91.7%
2023—————————-1.96.94.89.9%

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 8.3%. The dominant macroeconomic risk driver is LQD.US, accounting for 75.7% of variance. Idiosyncratic stock-specific factors contribute 0.5%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2023-09-0110000
2023-10-019807.410809104216
2023-11-0110485.921758847335
2023-12-0110991.475560402972
2024-01-0110940.788151890016
2024-02-0110740.10504864958
2024-03-0110874.486955024251
2024-04-0110591.888866565254
2024-05-0110806.521052782642
2024-06-0110891.937659653857
2024-07-0111181.653798685456
2024-08-0111369.708102522889
2024-09-0111552.997904767373
2024-10-0111229.987658218763
2024-11-0111396.974828506643
2024-12-0111181.538991418156
2025-01-0111244.797795700468
2025-02-0111481.587784506759
2025-03-0111464.653712580006
2025-04-0111506.960190580065
2025-05-0111541.402370770069
2025-06-0111784.44935564421
2025-07-0111794.207973364712
2025-08-0111928.934301541287
2025-09-0112083.464883327115
2025-10-0112109.06690393502
2025-11-0112235.92893430154
2025-12-0112223.013116730288
2026-01-0112242.98958124049
2026-02-0112418.702103843174
2026-03-0112140.868516977123
2026-04-0112229.844149134638
Annual Return Matrix
YearAnnual Return
20240.017291894065605717
20250.09314228802595648
20260.0005588664872657745
Total Factor Risk
0.08276621303491075
VTI.US Exposure
0.1591735390769555
VEA.US Exposure
0.030542862803364247
VWO.US Exposure
0.003276673102209405
QQQ.US Exposure
-0.06803683933651139
VTV.US Exposure
-0.04769418010127126
IJR.US Exposure
0.003963928326661925
QUAL.US Exposure
-0.01485074944781457
SHV.US Exposure
0.1629564368885145
TLT.US Exposure
0.038263284610205894
LQD.US Exposure
0.7568063953236556
HYG.US Exposure
-0.035645684264457085
GLD.US Exposure
-0.0005377855209897618
USO.US Exposure
-0.0031018706105528393
VNQ.US Exposure
0.022218857842546992
BTC-USD.CC Exposure
-0.004710810005980145
CPER.US Exposure
0.0025542898483648605
VIX.INDX Exposure
-0.00653966532422413
UUP.US Exposure
0.0037801842992092444
TIP.US Exposure
-0.0069589581126708235
Idiosyncratic Exposure
0.0045400906027837275
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
8.3%

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
$95
Avg Yield on Cost
0.95%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$95.290.95%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 →
-0.2%
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 →
1.5% 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 →
1.00
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Invesco BulletShares 2033 Corporate Bond ETF a high-risk investment?

Invesco BulletShares 2033 Corporate Bond ETF (BSCX.US) has an annualized volatility of 8.3% and experienced a maximum drawdown of 3.6% over the last 10 years. Its primary macro risk driver is LQD.US.

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

Over the past 10 years, BSCX.US has generated a Compound Annual Growth Rate (CAGR) of 8.1%. It has had a positive return in 100% 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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