Performance analysis of BSMZ (Invesco BulletShares 2035 Municipal Bond ETF)
Annual Return
Since Sep 17, 2025, BSMZ has had an average annual return of +2.30%, underperforming the benchmark SPY, which returned +15.88% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.13% | +1.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.72% | +1.45% | -2.60% | +1.50% | +0.48% | +0.98% | -2.31% | +0.13% | |||||
| 2025 | -0.08% | +1.57% | +0.62% | -0.29% | +1.82% |
Drawdown analysis of BSMZ (Invesco BulletShares 2035 Municipal Bond ETF)
The maximum drawdown for the BSMZ was -3.27%, occurring on Mar 24, 2026. Recovery took 63 trading sessions.
The current BSMZ drawdown is -2.50%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -3.27% | Feb 27, 2026 | 17 | Mar 24, 2026 | 63 | Jun 24, 2026 | 80 |
| -2.74% | Jul 1, 2026 | 15 | Jul 23, 2026 | Ongoing | Ongoing | Ongoing |
| -0.84% | Nov 26, 2025 | 4 | Dec 3, 2025 | 22 | Jan 6, 2026 | 26 |
| -0.64% | Nov 11, 2025 | 3 | Nov 14, 2025 | 8 | Nov 26, 2025 | 11 |
| -0.61% | Jan 14, 2026 | 3 | Jan 20, 2026 | 9 | Feb 2, 2026 | 12 |
| -0.60% | Oct 28, 2025 | 1 | Oct 29, 2025 | 9 | Nov 11, 2025 | 10 |
| -0.44% | Sep 17, 2025 | 6 | Sep 25, 2025 | 5 | Oct 2, 2025 | 11 |
| -0.22% | Feb 9, 2026 | 2 | Feb 11, 2026 | 1 | Feb 12, 2026 | 3 |
| -0.16% | Jun 29, 2026 | 1 | Jun 30, 2026 | 1 | Jul 1, 2026 | 2 |
| -0.14% | Jan 7, 2026 | 1 | Jan 8, 2026 | 4 | Jan 14, 2026 | 5 |
| -0.13% | Oct 21, 2025 | 1 | Oct 22, 2025 | 4 | Oct 28, 2025 | 5 |
| -0.10% | Feb 19, 2026 | 1 | Feb 20, 2026 | 1 | Feb 23, 2026 | 2 |
| -0.07% | Feb 24, 2026 | 1 | Feb 25, 2026 | 1 | Feb 26, 2026 | 2 |
| -0.06% | Oct 2, 2025 | 1 | Oct 3, 2025 | 2 | Oct 7, 2025 | 3 |
| -0.06% | Feb 3, 2026 | 1 | Feb 4, 2026 | 1 | Feb 5, 2026 | 2 |
| -0.05% | Feb 5, 2026 | 1 | Feb 6, 2026 | 1 | Feb 9, 2026 | 2 |
| -0.02% | Oct 16, 2025 | 1 | Oct 17, 2025 | 1 | Oct 20, 2025 | 2 |