BSCR
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
BSCR Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | Full History | |||
|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 4.41% | 4.41% | 2.36% | 1.48% | 1.54% | 2.43% |
| Sharpe Ratio | 3.80 | 3.80 | 1.28 | 0.36 | 0.40 | 0.41 |
| Max Drawdown | -0.42% | -0.42% | -7.44% | -14.87% | -13.72% | -17.26% |
| % Time Invested | 100.0% | 100.0% | 51.8% | 100.0% | 62.4% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2024-08-15 | Open | Open | 100% | $18.15 | $19.62 | 8.11% | Mark-to-Market |
| 2022-03-17 | 2024-08-15 | Interest | 100% | $1.00 | $1.09 | 9.39% | Interest Income |
| 2020-04-13 | 2022-03-17 | Completed | 100% | $16.88 | $17.33 | 2.67% | Signal |
| 2020-03-19 | 2020-04-13 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-09-24 | 2020-03-19 | Completed | 100% | $16.73 | $15.23 | -8.96% | Stop |
| 2019-09-20 | 2019-09-24 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
