Performance analysis of BSMT (INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF)
Annual Return
Over the past 3 years, BSMT has had an average annual return of +2.59%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, BSMT has had an average annual return of -0.45%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Sep 25, 2019, BSMT has had an average annual return of +0.90%, underperforming the benchmark SPY, which returned +16.12% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.60% | +3.79% | +0.38% | +5.42% | -11.01% | +1.42% | +6.96% | -0.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.74% | +0.67% | -1.28% | +0.39% | +0.52% | -0.19% | -0.23% | +0.60% | |||||
| 2025 | +0.36% | +1.23% | -1.75% | -0.67% | +0.46% | +0.82% | +0.57% | +0.72% | +1.15% | -0.04% | +0.59% | +0.32% | +3.79% |
| 2024 | -0.07% | -0.21% | -0.17% | -1.28% | -0.29% | +0.89% | +1.19% | +0.35% | +0.73% | -1.05% | +1.29% | -0.95% | +0.38% |
| 2023 | +2.92% | -2.35% | +2.32% | -0.75% | -0.91% | +0.58% | +0.16% | -0.95% | -2.32% | -0.99% | +5.28% | +2.59% | +5.42% |
| 2022 | -3.17% | -0.54% | -4.18% | -3.92% | +1.67% | -1.97% | +2.94% | -2.75% | -4.02% | -0.57% | +5.46% | -0.06% | -11.01% |
| 2021 | +0.58% | -2.96% | +1.06% | +1.24% | +0.46% | +0.71% | +0.76% | -0.47% | -1.09% | -0.08% | +1.06% | +0.22% | +1.42% |
| 2020 | +2.64% | +1.93% | -4.92% | -1.86% | +4.40% | +0.94% | +2.66% | -0.92% | -0.38% | -0.84% | +2.53% | +0.93% | +6.96% |
| 2019 | -0.52% | -0.03% | -0.34% | +0.54% | -0.35% |
Drawdown analysis of BSMT (INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF)
The maximum drawdown for the BSMT was -16.20%, occurring on Oct 31, 2022. This drawdown has not yet recovered.
The current BSMT drawdown is -2.41%.
Since Sep 25, 2019 BSMT has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.20% | Jul 19, 2021 | 325 | Oct 31, 2022 | Ongoing | Ongoing | Ongoing |
| -15.09% | Feb 27, 2020 | 17 | Mar 23, 2020 | 85 | Jul 23, 2020 | 102 |
| -3.42% | Feb 11, 2021 | 10 | Feb 26, 2021 | 71 | Jun 9, 2021 | 81 |
| -2.88% | Aug 10, 2020 | 52 | Oct 22, 2020 | 32 | Dec 8, 2020 | 84 |
| -2.14% | Oct 9, 2019 | 22 | Nov 8, 2019 | 41 | Jan 9, 2020 | 63 |
| -0.72% | Jun 10, 2021 | 11 | Jun 25, 2021 | 6 | Jul 6, 2021 | 17 |
| -0.53% | Jan 6, 2021 | 6 | Jan 14, 2021 | 7 | Jan 26, 2021 | 13 |
| -0.52% | Sep 25, 2019 | 2 | Sep 27, 2019 | 8 | Oct 9, 2019 | 10 |
| -0.48% | Jan 31, 2020 | 4 | Feb 6, 2020 | 7 | Feb 18, 2020 | 11 |
| -0.26% | Jul 31, 2020 | 1 | Aug 3, 2020 | 1 | Aug 4, 2020 | 2 |
| -0.16% | Dec 28, 2020 | 1 | Dec 29, 2020 | 1 | Dec 30, 2020 | 2 |
| -0.15% | Jan 27, 2020 | 1 | Jan 28, 2020 | 2 | Jan 31, 2020 | 3 |
| -0.13% | Dec 21, 2020 | 2 | Dec 23, 2020 | 2 | Dec 28, 2020 | 4 |
| -0.12% | Aug 4, 2020 | 1 | Aug 5, 2020 | 3 | Aug 10, 2020 | 4 |
| -0.10% | Jul 28, 2020 | 2 | Jul 30, 2020 | 1 | Jul 31, 2020 | 3 |
| -0.09% | Dec 30, 2020 | 1 | Dec 31, 2020 | 3 | Jan 6, 2021 | 4 |
| -0.08% | Jan 9, 2020 | 2 | Jan 13, 2020 | 1 | Jan 14, 2020 | 3 |
| -0.08% | Dec 11, 2020 | 1 | Dec 14, 2020 | 1 | Dec 15, 2020 | 2 |
| -0.06% | Dec 15, 2020 | 1 | Dec 16, 2020 | 2 | Dec 18, 2020 | 3 |
| -0.04% | Jan 15, 2020 | 2 | Jan 17, 2020 | 1 | Jan 21, 2020 | 3 |
| -0.04% | Jan 28, 2021 | 1 | Jan 29, 2021 | 1 | Feb 1, 2021 | 2 |
| -0.04% | Jul 12, 2021 | 1 | Jul 13, 2021 | 1 | Jul 14, 2021 | 2 |