Performance analysis of BSMS (INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF)
Annual Return
Over the past 3 years, BSMS has had an average annual return of +3.04%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, BSMS has had an average annual return of +0.09%, underperforming the benchmark SPY, which returned +14% annual.
Since Sep 26, 2019, BSMS has had an average annual return of +1.17%, underperforming the benchmark SPY, which returned +16.73% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.78% | +3.60% | +1% | +4.99% | -9.93% | +1.50% | +6.57% | +0.22% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.60% | +0.60% | -0.96% | +0.39% | +0.06% | +0.09% | +0.78% | ||||||
| 2025 | +0.25% | +1.19% | -1.40% | -0.52% | +0.83% | +0.65% | +0.06% | +0.92% | +0.54% | +0.06% | +0.66% | +0.33% | +3.60% |
| 2024 | -0.18% | -0.03% | -0.28% | -0.92% | -0.36% | +0.93% | +1.01% | +0.19% | +1% | -0.78% | +1.20% | -0.78% | +1% |
| 2023 | +2.65% | -2.16% | +2.05% | -0.40% | -0.87% | +0.70% | +0.28% | -0.91% | -2.34% | -0.70% | +4.60% | +2.21% | +4.99% |
| 2022 | -2.99% | -0.55% | -3.79% | -3.36% | +1.43% | -1.71% | +2.88% | -2.54% | -3.99% | -0.35% | +4.90% | +0.09% | -9.93% |
| 2021 | +0.78% | -2.42% | +0.69% | +1.34% | +0.27% | +0.61% | +0.87% | -0.50% | -0.94% | -0.26% | +1.03% | +0.08% | +1.50% |
| 2020 | +2.28% | +1.71% | -2.75% | -0.80% | +1.28% | +1.18% | +2.12% | -0.76% | -0.44% | -0.43% | +2.27% | +0.86% | +6.57% |
| 2019 | +0% | -0.09% | +0.04% | +0.27% | +0.22% |
Drawdown analysis of BSMS (INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF)
The maximum drawdown for the BSMS was -14.95%, occurring on Oct 31, 2022. This drawdown has not yet recovered.
The current BSMS drawdown is -1.13%.
Since Sep 26, 2019 BSMS has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.95% | Jul 19, 2021 | 325 | Oct 31, 2022 | Ongoing | Ongoing | Ongoing |
| -14.01% | Feb 27, 2020 | 13 | Mar 23, 2020 | 74 | Jul 16, 2020 | 87 |
| -2.93% | Feb 12, 2021 | 8 | Feb 25, 2021 | 71 | Jun 8, 2021 | 79 |
| -2.40% | Aug 10, 2020 | 51 | Oct 21, 2020 | 25 | Nov 25, 2020 | 76 |
| -1.09% | Sep 26, 2019 | 15 | Nov 8, 2019 | 15 | Dec 3, 2019 | 30 |
| -0.66% | Jun 10, 2021 | 11 | Jun 25, 2021 | 7 | Jul 7, 2021 | 18 |
| -0.56% | Jan 6, 2021 | 6 | Jan 14, 2021 | 9 | Jan 28, 2021 | 15 |
| -0.43% | Jan 31, 2020 | 4 | Feb 6, 2020 | 7 | Feb 18, 2020 | 11 |
| -0.38% | Jul 16, 2020 | 1 | Jul 17, 2020 | 1 | Jul 20, 2020 | 2 |
| -0.32% | Dec 4, 2019 | 2 | Dec 6, 2019 | 7 | Dec 18, 2019 | 9 |
| -0.23% | Dec 18, 2019 | 3 | Dec 23, 2019 | 6 | Jan 2, 2020 | 9 |
| -0.16% | Jan 17, 2020 | 1 | Jan 22, 2020 | 6 | Jan 31, 2020 | 7 |
| -0.13% | Nov 25, 2020 | 3 | Dec 1, 2020 | 4 | Dec 7, 2020 | 7 |
| -0.13% | Jul 8, 2021 | 1 | Jul 9, 2021 | 3 | Jul 14, 2021 | 4 |
| -0.11% | Dec 29, 2020 | 2 | Dec 31, 2020 | 1 | Jan 4, 2021 | 3 |
| -0.11% | Jan 29, 2021 | 1 | Feb 1, 2021 | 4 | Feb 5, 2021 | 5 |
| -0.09% | Dec 17, 2020 | 1 | Dec 18, 2020 | 1 | Dec 21, 2020 | 2 |
| -0.09% | Feb 21, 2020 | 1 | Feb 24, 2020 | 1 | Feb 26, 2020 | 2 |
| -0.08% | Dec 10, 2020 | 1 | Dec 11, 2020 | 3 | Dec 16, 2020 | 4 |
| -0.07% | Dec 21, 2020 | 2 | Dec 23, 2020 | 1 | Dec 24, 2020 | 3 |
| -0.06% | Jan 10, 2020 | 1 | Jan 13, 2020 | 1 | Jan 14, 2020 | 2 |
| -0.04% | Jul 29, 2020 | 2 | Jul 31, 2020 | 2 | Aug 4, 2020 | 4 |
| -0.04% | Jul 15, 2021 | 1 | Jul 16, 2021 | 1 | Jul 19, 2021 | 2 |
| -0.02% | Feb 5, 2021 | 2 | Feb 9, 2021 | 1 | Feb 10, 2021 | 3 |