Performance analysis of BSMV (Invesco BulletShares 2031 Municipal Bond ETF)
Annual Return
Over the past 3 years, BSMV has had an average annual return of +2.31%, underperforming the benchmark SPY, which returned +19.62% annual.
Since Sep 21, 2021, BSMV has had an average annual return of -1.12%, underperforming the benchmark SPY, which returned +13.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.08% | +4.02% | -0.27% | +6.98% | -15.32% | +0.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.04% | +0.87% | -2.38% | +0.93% | -0.01% | +0.33% | -0.65% | +0.08% | |||||
| 2025 | +0.36% | +1.05% | -1.63% | -0.85% | +0.14% | +0.99% | -0.05% | +1.20% | +1.48% | +0.80% | +0.30% | +0.20% | +4.02% |
| 2024 | -0.25% | -0.13% | -0.41% | -1.50% | -0.56% | +1.22% | +0.98% | +0.31% | +1.13% | -1.37% | +1.60% | -1.23% | -0.27% |
| 2023 | +3.80% | -2.62% | +2.65% | -0.20% | -1.30% | +0.90% | +0.06% | -1.63% | -3.21% | -1.21% | +6.72% | +3.30% | +6.98% |
| 2022 | -4.59% | -0.50% | -5.46% | -5.48% | +2.35% | -3.75% | +3.15% | -2.96% | -4.49% | -0.50% | +6.67% | -0.14% | -15.32% |
| 2021 | +0.16% | -1.70% | +1.71% | +0.52% | +0.66% |
Drawdown analysis of BSMV (Invesco BulletShares 2031 Municipal Bond ETF)
The maximum drawdown for the BSMV was -20.68%, occurring on Oct 25, 2022. This drawdown has not yet recovered.
The current BSMV drawdown is -5.98%.
Since Sep 21, 2021 BSMV has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.68% | Dec 16, 2021 | 215 | Oct 25, 2022 | Ongoing | Ongoing | Ongoing |
| -1.70% | Sep 22, 2021 | 4 | Oct 28, 2021 | 24 | Dec 2, 2021 | 28 |
| -0.33% | Dec 3, 2021 | 3 | Dec 8, 2021 | 3 | Dec 13, 2021 | 6 |
| -0.26% | Dec 13, 2021 | 2 | Dec 15, 2021 | 1 | Dec 16, 2021 | 3 |