Invesco BulletShares 2034 Corporate Bond ETF

10-Year Study

BSCY.US · · US · ETF

Executive Summary: Invesco BulletShares 2034 Corporate Bond ETF has compounded at 6.5% annually over the last 10 years, with a maximum drawdown of 3.2% and an annualized volatility of 8.2%.

1Y CAGR
+6.8%
3Y CAGR
+6.5%
5Y CAGR
+6.5%
10Y CAGR
+6.5%

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 →
3.2%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.42
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.49
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
5.0%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +9.2%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · 0.0%
% 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.
20260.21.4-2.30.8————————0.0%
20250.42.3-0.20.20.22.3-0.01.21.50.31.0-0.19.2%
2024——————2.61.81.5-2.71.5-2.02.7%

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 8.2%. The dominant macroeconomic risk driver is LQD.US, accounting for 86.9% of variance. Idiosyncratic stock-specific factors contribute 0.3%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2024-06-0110000
2024-07-0110263.532878428587
2024-08-0110448.613508412509
2024-09-0110609.013136315487
2024-10-0110318.91726218322
2024-11-0110477.972608927103
2024-12-0110272.028735354057
2025-01-0110312.41094137321
2025-02-0110550.993961489032
2025-03-0110526.958214364451
2025-04-0110545.563065606297
2025-05-0110563.361348152688
2025-06-0110804.041446876698
2025-07-0110801.245342065782
2025-08-0110927.500228527795
2025-09-0111086.555575271677
2025-10-0111117.420270684453
2025-11-0111231.038914250994
2025-12-0111215.714109037333
2026-01-0111243.513843407376
2026-02-0111396.81566679034
2026-03-0111129.572572362653
2026-04-0111219.370553790064
Annual Return Matrix
YearAnnual Return
20250.09186942501779805
20260.00032601087342132296
Total Factor Risk
0.08177027733953939
VTI.US Exposure
0.277956104933705
VEA.US Exposure
0.05082032011100619
VWO.US Exposure
0.013278303456200916
QQQ.US Exposure
-0.14700295801128124
VTV.US Exposure
-0.06466811818161777
IJR.US Exposure
-0.004622662273274329
QUAL.US Exposure
0.0260589308208944
SHV.US Exposure
0.00279139627441786
TLT.US Exposure
0.061630219468776753
LQD.US Exposure
0.8688561917270048
HYG.US Exposure
-0.03637633353578199
GLD.US Exposure
-0.0011971987045004942
USO.US Exposure
-0.004575617466597486
VNQ.US Exposure
-0.008206596231643432
BTC-USD.CC Exposure
-0.00350781426880721
CPER.US Exposure
0.0021460458139009476
VIX.INDX Exposure
-0.0061495373346495885
UUP.US Exposure
-0.006107243546812584
TIP.US Exposure
-0.02437242273570513
Idiosyncratic Exposure
0.0032489896847643068
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
8.2%

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
$87
Avg Yield on Cost
0.87%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$86.570.87%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 →
1.6% 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 2034 Corporate Bond ETF a high-risk investment?

Invesco BulletShares 2034 Corporate Bond ETF (BSCY.US) has an annualized volatility of 8.2% and experienced a maximum drawdown of 3.2% over the last 10 years. Its primary macro risk driver is LQD.US.

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

Over the past 10 years, BSCY.US has generated a Compound Annual Growth Rate (CAGR) of 6.5%. 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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