Performance analysis of BSMU (INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF)
Annual Return
Over the past 3 years, BSMU has had an average annual return of +3.02%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BSMU has had an average annual return of -0.68%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Oct 12, 2020, BSMU has had an average annual return of +0.31%, underperforming the benchmark SPY, which returned +15.98% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.56% | +4.35% | -0.29% | +6.31% | -13.76% | +1.87% | +4.10% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.81% | +0.72% | -1.80% | +0.53% | +0.26% | +0.08% | +0.56% | ||||||
| 2025 | +0.74% | +0.87% | -1.53% | -0.94% | +0.47% | +0.87% | +0.42% | +0.76% | +1.50% | +0.64% | +0.23% | +0.28% | +4.35% |
| 2024 | -0.12% | -0.23% | -0.31% | -1.48% | -0.39% | +1.04% | +0.93% | +0.42% | +1.10% | -1.40% | +1.50% | -1.30% | -0.29% |
| 2023 | +3.46% | -2.62% | +2.49% | -0.10% | -1.30% | +0.87% | +0.02% | -1.41% | -2.88% | -1.07% | +6.08% | +3% | +6.31% |
| 2022 | -4.00% | -0.67% | -4.90% | -4.80% | +2.25% | -3.04% | +3.26% | -3.03% | -4.23% | -1.11% | +6.22% | +0.04% | -13.76% |
| 2021 | +0.76% | -3.02% | +0.59% | +1.65% | +0.70% | +0.48% | +1.10% | -0.72% | -1.29% | -0.25% | +1.50% | +0.45% | +1.87% |
| 2020 | +0.26% | +2.68% | +1.12% | +4.10% |
Drawdown analysis of BSMU (INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF)
The maximum drawdown for the BSMU was -19.48%, occurring on Oct 31, 2022. This drawdown has not yet recovered.
The current BSMU drawdown is -4.82%.
Since Oct 12, 2020 BSMU has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.48% | Jul 19, 2021 | 325 | Oct 31, 2022 | Ongoing | Ongoing | Ongoing |
| -3.79% | Feb 11, 2021 | 9 | Feb 25, 2021 | 72 | Jun 9, 2021 | 81 |
| -0.95% | Jun 10, 2021 | 11 | Jun 25, 2021 | 9 | Jul 9, 2021 | 20 |
| -0.64% | Jan 5, 2021 | 3 | Jan 8, 2021 | 10 | Jan 25, 2021 | 13 |
| -0.29% | Nov 23, 2020 | 1 | Nov 24, 2020 | 12 | Dec 11, 2020 | 13 |
| -0.24% | Oct 16, 2020 | 11 | Nov 2, 2020 | 13 | Nov 19, 2020 | 24 |
| -0.02% | Jul 15, 2021 | 1 | Jul 16, 2021 | 1 | Jul 19, 2021 | 2 |