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ISIN
US46138J8172
CUSIP
46138J817
Issuer
Invesco
Inception Date
Sep 27, 2017
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
NASDAQ BulletShares USD High Yield Corporate Bond 2025 TR Index
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$533M

Share Price Chart


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Performance

BSJP Performance Chart


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S&P 500 Index

Returns By Period


Invesco BulletShares 2025 High Yield Corporate Bond ETF

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

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.17%
YTD
8.39%
6M
8.57%
1Y
24.06%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSJP Monthly Returns History


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.00%0.00%
20250.61%0.47%0.23%0.43%0.50%0.38%0.32%0.42%0.33%0.31%0.32%0.06%4.46%
20241.20%0.64%0.87%0.13%1.01%0.13%0.92%0.83%0.75%0.46%0.58%0.28%8.07%
20232.34%-0.24%1.12%0.46%-0.07%1.52%1.05%0.71%-0.26%-0.44%2.44%1.37%10.41%
2022-1.19%-0.62%-0.36%-2.24%1.06%-5.39%4.49%-2.01%-1.91%2.17%2.13%-1.05%-5.16%
2021-0.32%0.56%1.08%0.72%0.25%0.81%-0.04%0.34%0.13%-0.06%-0.75%1.80%4.57%

Benchmark Metrics

Invesco BulletShares 2025 High Yield Corporate Bond ETF has an annualized alpha of 0.65%, beta of 0.29, and R2 of 0.52 versus S&P 500 Index. Calculated based on daily prices since September 27, 2017.

  • This ETF participated in 30.28% of S&P 500 Index downside but only 25.36% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.29 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
0.65%
Beta
0.29
0.52
Upside Capture
25.36%
Downside Capture
30.28%

Expense Ratio

BSJP has an expense ratio of 0.42%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) 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.


BSJPBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

2.66

Martin ratioReturn relative to average drawdown

11.86

Dividends

Dividend History

Invesco BulletShares 2025 High Yield Corporate Bond ETF provided a 2.26% dividend yield over the last twelve months, with an annual payout of $0.52 per share.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.50$1.00$1.50201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$0.52$1.04$1.44$1.61$1.19$1.05$1.21$1.36$1.31$0.33

Dividend yield

2.26%4.50%6.25%7.07%5.37%4.27%4.96%5.49%5.84%1.32%

Monthly Dividends

The table displays the monthly dividend distributions for Invesco BulletShares 2025 High Yield 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$0.11$0.11$0.10$0.10$0.10$0.09$0.08$0.08$0.09$0.08$0.08$0.02$1.04
2024$0.16$0.13$0.11$0.11$0.11$0.11$0.12$0.12$0.12$0.13$0.12$0.10$1.44
2023$0.12$0.11$0.12$0.11$0.12$0.12$0.14$0.14$0.13$0.14$0.14$0.22$1.61
2022$0.09$0.08$0.09$0.09$0.09$0.09$0.10$0.10$0.10$0.11$0.11$0.12$1.19
2021$0.10$0.09$0.09$0.09$0.09$0.09$0.08$0.08$0.08$0.09$0.09$0.08$1.05

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 High Yield 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 High Yield Corporate Bond ETF was 23.58%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-23.58%Mar 2020
1mo 9d7mo 16d
8mo 25dFeb 2020 - Nov 2020
Bear market2022
-9.12%Jun 2022
5mo 17d1y 29d
1y 6moDec 2021 - Jul 2023
Rate-hike selloffLate 2018
-8.32%Dec 2018
2mo 22d1mo 20d
4mo 12dOct 2018 - Feb 2019
2018 pullback2018
-4.33%Mar 2018
2mo 13d5mo 29d
8mo 12dJan 2018 - Sep 2018
2017 pullback2017
-2.41%Nov 2017
21d1mo 19d
2mo 10dOct 2017 - Jan 2018

Drawdown Indicators


BSJPBenchmarkDifference

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

-2.49%

Average Drawdown

Average peak-to-trough decline

-10.72%

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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