Performance analysis of BSMR (INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF)
Annual Return
Over the past 3 years, BSMR has had an average annual return of +3.04%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BSMR has had an average annual return of +0.48%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Sep 26, 2019, BSMR has had an average annual return of +1.23%, underperforming the benchmark SPY, which returned +16.60% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.04% | +3.11% | +1.51% | +4.47% | -7.59% | +1.08% | +4.97% | +0.16% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.39% | +0.58% | -0.35% | -0.07% | +0.41% | +0.09% | +1.04% | ||||||
| 2025 | +0.49% | +0.69% | -0.69% | -0.28% | -0.20% | +0.87% | +0.38% | +0.42% | +0.72% | +0.18% | +0.23% | +0.27% | +3.11% |
| 2024 | -0.21% | +0.00977% | -0.17% | -0.66% | -0.26% | +0.87% | +0.91% | +0.43% | +0.31% | -0.00963% | +0.79% | -0.50% | +1.51% |
| 2023 | +2.24% | -1.85% | +1.84% | -0.32% | -0.72% | +0.59% | -0.07% | -0.58% | -1.73% | -0.57% | +3.84% | +1.89% | +4.47% |
| 2022 | -2.66% | -0.64% | -2.78% | -2.51% | +1.18% | -0.68% | +2.36% | -2.24% | -3.26% | -0.55% | +4.17% | +0.02% | -7.59% |
| 2021 | +0.43% | -1.89% | +0.70% | +0.96% | +0.36% | +0.45% | +0.49% | -0.19% | -0.70% | -0.15% | +0.57% | +0.08% | +1.08% |
| 2020 | +2.26% | +1.52% | -4.83% | -2.78% | +3.51% | +1.82% | +2.25% | -0.32% | -0.44% | -0.62% | +1.87% | +0.93% | +4.97% |
| 2019 | +0% | -0.45% | +0.30% | +0.31% | +0.16% |
Drawdown analysis of BSMR (INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF)
The maximum drawdown for the BSMR was -13.49%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
Since Sep 26, 2019 BSMR has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.49% | Mar 2, 2020 | 15 | Mar 23, 2020 | 97 | Aug 10, 2020 | 112 |
| -12.02% | Jul 19, 2021 | 321 | Oct 25, 2022 | 774 | Nov 25, 2025 | 1095 |
| -2.47% | Feb 11, 2021 | 9 | Feb 25, 2021 | 72 | Jun 9, 2021 | 81 |
| -2.10% | Aug 10, 2020 | 51 | Oct 21, 2020 | 30 | Dec 3, 2020 | 81 |
| -1.04% | Oct 21, 2019 | 17 | Nov 13, 2019 | 35 | Jan 6, 2020 | 52 |
| -0.67% | Jun 15, 2021 | 6 | Jun 23, 2021 | 10 | Jul 8, 2021 | 16 |
| -0.57% | Feb 25, 2026 | 22 | Mar 27, 2026 | 46 | Jun 3, 2026 | 68 |
| -0.43% | Jan 31, 2020 | 4 | Feb 6, 2020 | 7 | Feb 18, 2020 | 11 |
| -0.30% | Jan 5, 2021 | 3 | Jan 8, 2021 | 11 | Jan 26, 2021 | 14 |
| -0.27% | Jan 26, 2026 | 1 | Jan 27, 2026 | 7 | Feb 5, 2026 | 8 |
| -0.23% | Feb 10, 2026 | 1 | Feb 11, 2026 | 2 | Feb 13, 2026 | 3 |
| -0.14% | Dec 12, 2025 | 6 | Dec 22, 2025 | 1 | Dec 23, 2025 | 7 |
| -0.13% | Jul 8, 2021 | 1 | Jul 9, 2021 | 4 | Jul 15, 2021 | 5 |
| -0.11% | Dec 28, 2020 | 1 | Dec 29, 2020 | 4 | Jan 5, 2021 | 5 |
| -0.10% | Dec 18, 2020 | 2 | Dec 22, 2020 | 1 | Dec 23, 2020 | 3 |
| -0.08% | Jan 7, 2026 | 1 | Jan 8, 2026 | 1 | Jan 9, 2026 | 2 |
| -0.08% | Jan 23, 2020 | 1 | Jan 24, 2020 | 1 | Jan 27, 2020 | 2 |
| -0.07% | Nov 25, 2025 | 1 | Nov 26, 2025 | 1 | Nov 28, 2025 | 2 |
| -0.06% | Nov 28, 2025 | 1 | Dec 1, 2025 | 4 | Dec 5, 2025 | 5 |
| -0.06% | Dec 30, 2025 | 1 | Dec 31, 2025 | 2 | Jan 5, 2026 | 3 |
| -0.05% | Jan 17, 2020 | 2 | Jan 22, 2020 | 1 | Jan 23, 2020 | 3 |
| -0.05% | Jan 5, 2026 | 1 | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 |
| -0.04% | Dec 14, 2020 | 1 | Dec 15, 2020 | 1 | Dec 16, 2020 | 2 |
| -0.04% | Jan 12, 2026 | 1 | Jan 13, 2026 | 1 | Jan 14, 2026 | 2 |
| -0.04% | Feb 6, 2026 | 1 | Feb 9, 2026 | 1 | Feb 10, 2026 | 2 |