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Shared by Andres Naranjo


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SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Invesco BulletShares 2028 High Yield Corporate Bon...High Yield BondsSep 16, 20200.42%
0.70%
6.37%
90
Invesco BulletShares 2029 High Yield Corporate Bon...High Yield BondsSep 15, 20210.42%
0.16%
6.81%
73
Invesco Bulletshares 2030 High Yield Corporate Bon...High Yield BondsSep 6, 20220.42%
0.61%
6.57%
81
Invesco BulletShares 2031 High Yield Corporate Bon...High Yield BondsSep 11, 20230.42%
0.10%
6.54%
65
Invesco BulletShares 2032 High Yield Corporate Bon...High Yield BondsJun 12, 20240.42%
0.11%
6.64%
73
Brandes U.S. Small-Mid Cap Value ETFSmall Cap Value EquitiesOct 3, 20230.70%
7.47%
0.97%
73
Invesco BulletShares 2025 Municipal Bond ETFMunicipal BondsSep 25, 20190.18%1.72%
Invesco BulletShares 2026 Municipal Bond ETFMunicipal BondsSep 25, 20190.18%
0.73%
2.76%
89
Invesco BulletShares 2027 Municipal Bond ETFMunicipal BondsSep 25, 20190.18%
0.75%
2.75%
86
Invesco BulletShares 2028 Municipal Bond ETFMunicipal BondsSep 25, 20190.18%
0.66%
2.78%
85
Invesco BulletShares 2029 Municipal Bond ETFMunicipal BondsSep 25, 20190.18%
0.59%
2.75%
76
Invesco BulletShares 2030 Municipal Bond ETFMunicipal BondsSep 16, 20200.18%
0.40%
2.80%
72
Invesco BulletShares 2031 Municipal Bond ETFMunicipal BondsSep 15, 20210.18%
0.22%
2.92%
59
Invesco BulletShares 2032 Municipal Bond ETFMunicipal BondsMar 1, 20230.18%
0.69%
3.23%
44
Beacon Selective Risk ETFTactical AllocationApr 17, 20231.10%
2.08%
2.84%
15
Invesco BulletShares 2033 Municipal Bond ETFMunicipal BondsSep 20, 20230.18%
-0.19%
3.33%
42
Innovator Buffer Step-Up Strategy ETFOptions TradingMar 7, 20220.89%
0.15%
0.00%
66
Vanguard Short-Term Bond Index Fund ETF SharesShort-Term BondApr 3, 20070.03%
0.30%
1.98%
3.93%
63
EA Bridgeway Omni Small-Cap Value ETFSmall Cap Value EquitiesDec 31, 20100.47%
13.14%
1.34%
81
AGFiQ US Market Neutral Anti-Beta FundLong-ShortSep 13, 20112.11%
-7.78%
-3.64%
2.70%
0

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Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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