PortfoliosLab logoPortfoliosLab logo
ISIN
US46138J7919
CUSIP
46138J791
Issuer
Invesco
Inception Date
Sep 14, 2016
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
NASDAQ BulletShares USD Corporate Bond 2026 Index
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$4B

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

BSCQ Performance Chart

Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) is up 1.7% since the beginning of the year. BSCQ is currently trading at $20 per share. Investors who bought $1,000 worth of BSCQ shares 5 years ago would now be looking at an investment worth $1,079.


Loading charts...

S&P 500 Index

Returns By Period

Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) has returned 1.68% so far this year and 4.25% over the past 12 months.


Invesco BulletShares 2026 Corporate Bond ETF

1D
-0.03%
1M
0.25%
YTD
1.68%
6M
1.81%
1Y
4.25%
3Y*
5.17%
5Y*
1.53%
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)

BSCQ Monthly Returns History

Based on dividend-adjusted daily data since Sep 16, 2016, BSCQ's average daily return is +0.01%, while the average monthly return is +0.24%. At this rate, an investment would double in approximately 24.1 years.

Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +4.9%, while the worst month was Mar 2020 at -6.2%. The longest winning streak lasted 20 consecutive months, and the longest losing streak was 4 months.

On a daily basis, BSCQ closed higher 51% of trading days. The best single day was Mar 23, 2020 with a return of +4.6%, while the worst single day was Mar 18, 2020 at -3.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.22%0.34%0.23%0.33%0.34%0.20%1.68%
20250.55%0.50%0.24%0.45%0.36%0.45%0.27%0.56%0.42%0.37%0.32%0.42%5.02%
20240.31%-0.42%0.57%-0.33%0.79%0.38%1.28%0.94%0.86%-0.37%0.51%0.25%4.86%
20231.66%-1.49%1.95%0.52%-0.50%-0.26%0.55%0.00%-0.47%0.12%2.00%1.57%5.71%
2022-1.88%-0.82%-2.56%-2.39%1.13%-1.69%2.40%-2.25%-2.72%-0.29%2.85%-0.22%-8.31%
2021-0.50%-1.12%-0.73%0.89%0.53%0.06%0.59%-0.04%-0.55%-0.69%-0.51%0.39%-1.68%

Benchmark Metrics

Invesco BulletShares 2026 Corporate Bond ETF has an annualized alpha of 2.25%, beta of 0.05, and R2 of 0.04 versus S&P 500 Index. Calculated based on daily prices since September 16, 2016.

  • This ETF participated in 14.20% of S&P 500 Index downside but only 13.65% of its upside - more exposed to losses than it benefited from rallies.
  • 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
2.25%
Beta
0.05
0.04
Upside Capture
13.65%
Downside Capture
14.20%

Expense Ratio

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


Return for Risk

Risk / Return Rank

BSCQ ranks 99 for risk / return — in the top 99% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


BSCQ Risk / Return Rank: 9999
Overall Rank
BSCQ Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
BSCQ Sortino Ratio Rank: 9999
Sortino Ratio Rank
BSCQ Omega Ratio Rank: 9999
Omega Ratio Rank
BSCQ Calmar Ratio Rank: 9999
Calmar Ratio Rank
BSCQ Martin Ratio Rank: 9999
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) 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.


BSCQBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+5.01

Sortino ratioReturn per unit of downside risk

+12.82

Omega ratioGain probability vs. loss probability

3.43

1.37

+2.06

Calmar ratioReturn relative to maximum drawdown

41.77

2.78

+38.99

Martin ratioReturn relative to average drawdown

181.80

12.44

+169.36

Dividends

Dividend History

Invesco BulletShares 2026 Corporate Bond ETF provided a 4.46% dividend yield over the last twelve months, with an annual payout of $0.87 per share. The fund has been increasing its distributions for 4 consecutive years.


1.00%2.00%3.00%4.00%$0.00$0.20$0.40$0.60$0.802016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
Dividend$0.87$0.81$0.79$0.68$0.48$0.40$0.53$0.61$0.62$0.57$0.10

Dividend yield

4.46%4.14%4.05%3.53%2.54%1.91%2.42%2.96%3.32%2.92%0.51%

Monthly Dividends

The table displays the monthly dividend distributions for Invesco BulletShares 2026 Corporate Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.07$0.07$0.07$0.06$0.07$0.06$0.40
2025$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.81
2024$0.06$0.06$0.06$0.06$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.07$0.79
2023$0.05$0.05$0.06$0.05$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.06$0.68
2022$0.03$0.03$0.04$0.03$0.04$0.04$0.04$0.04$0.04$0.05$0.05$0.05$0.48
2021$0.04$0.03$0.04$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.40

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Invesco BulletShares 2026 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 2026 Corporate Bond ETF was 16.50%, occurring on Mar 20, 2020. Recovery took 48 trading sessions.

The current Invesco BulletShares 2026 Corporate Bond ETF drawdown is 0.03%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-16.50%Mar 2020
15d2mo 10d
2mo 25dMar 2020 - May 2020
Bear market2022
-13.11%Oct 2022
1y 9mo2y 2mo
3y 12moJan 2021 - Jan 2025
2016 pullback2016
-6.05%Dec 2016
2mo 12d7mo 20d
10mo 2dOct 2016 - Aug 2017
2018 pullback2018
-4.85%May 2018
8mo 13d8mo 19d
1y 4moSep 2017 - Jan 2019
2019 pullback2019
-2.03%Sep 2019
15d21d
1mo 6dAug 2019 - Oct 2019

Drawdown Indicators


BSCQBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-16.50%

-56.78%

+40.28%

Max Drawdown (1Y)

Largest decline over 1 year

-0.10%

-9.10%

+9.00%

Max Drawdown (3Y)

Largest decline over 3 years

-1.13%

-18.90%

+17.77%

Max Drawdown (5Y)

Largest decline over 5 years

-13.02%

-25.43%

+12.41%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.03%

-1.80%

+1.77%

Average Drawdown

Average peak-to-trough decline

-2.84%

-10.71%

+7.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.02%

2.03%

-2.01%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with BSCQ

Add Invesco BulletShares 2026 Corporate Bond ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with BSCQ