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ISIN
US46138J8255
CUSIP
46138J825
Issuer
Invesco
Inception Date
Oct 7, 2015
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
NASDAQ BulletShares USD Corporate Bond 2025 Index
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$2B

Share Price Chart


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Performance

BSCP Performance Chart


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S&P 500 Index

Returns By Period


Invesco BulletShares 2025 Corporate Bond ETF

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSCP Monthly Returns History


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.00%0.00%
20250.49%0.34%0.34%0.39%0.31%0.36%0.38%0.38%0.36%0.38%0.30%0.09%4.19%
20240.43%0.00%0.40%0.18%0.58%0.34%0.74%0.70%0.58%0.24%0.39%0.39%5.06%
20231.09%-0.85%1.20%0.43%-0.20%-0.11%0.61%0.20%-0.01%0.30%1.28%1.07%5.11%
2022-1.46%-0.80%-1.91%-1.53%0.99%-1.22%1.62%-1.59%-1.84%-0.01%1.73%-0.06%-5.99%
2021-0.41%-0.93%-0.34%0.76%0.41%-0.01%0.41%-0.13%-0.38%-0.51%-0.41%0.19%-1.37%

Benchmark Metrics

Invesco BulletShares 2025 Corporate Bond ETF has an annualized alpha of 2.85%, beta of 0.05, and R2 of 0.04 versus S&P 500 Index. Calculated based on daily prices since October 09, 2015.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (13.74%) than losses (8.51%) - typical of diversified or defensive assets.
  • Beta of 0.05 may look defensive, but with R2 of 0.04 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.04 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
2.85%
Beta
0.05
0.04
Upside Capture
13.74%
Downside Capture
8.51%

Expense Ratio

BSCP has an expense ratio of 0.10%, which is considered low.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Invesco BulletShares 2025 Corporate Bond ETF (BSCP) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BSCPBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.37

Calmar ratioReturn relative to maximum drawdown

2.78

Martin ratioReturn relative to average drawdown

12.44

Dividends

Dividend History

Invesco BulletShares 2025 Corporate Bond ETF provided a 2.27% dividend yield over the last twelve months, with an annual payout of $0.47 per share. The fund has been increasing its distributions for 4 consecutive years.


0.50%1.00%1.50%2.00%2.50%3.00%3.50%4.00%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.47$0.82$0.82$0.69$0.45$0.42$0.55$0.67$0.64$0.61$0.59$0.15

Dividend yield

2.27%3.99%3.96%3.39%2.24%1.93%2.42%3.12%3.26%2.93%2.94%0.75%

Monthly Dividends

The table displays the monthly dividend distributions for Invesco BulletShares 2025 Corporate Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00
2025$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.03$0.82
2024$0.06$0.06$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.82
2023$0.05$0.05$0.05$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.07$0.69
2022$0.03$0.03$0.03$0.03$0.03$0.04$0.04$0.04$0.04$0.04$0.04$0.05$0.45
2021$0.04$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.07$0.42

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Invesco BulletShares 2025 Corporate Bond ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Invesco BulletShares 2025 Corporate Bond ETF was 15.54%, occurring on Mar 20, 2020. Recovery took 48 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-15.54%Mar 2020
15d2mo 10d
2mo 25dMar 2020 - May 2020
Bear market2022
-9.60%Oct 2022
1y 2mo1y 9mo
2y 12moAug 2021 - Jul 2024
2016 pullback2016
-5.82%Dec 2016
3mo 8d7mo 8d
10mo 16dSep 2016 - Jul 2017
2018 pullback2018
-4.31%May 2018
8mo 13d8mo 17d
1y 4moSep 2017 - Jan 2019
2015 pullback2015
-2.65%Dec 2015
2mo 4d2mo 16d
4mo 20dOct 2015 - Mar 2016

Drawdown Indicators


BSCPBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-56.78%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.80%

Average Drawdown

Average peak-to-trough decline

-10.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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