Invesco BulletShares 2027 Corporate Bond ETF (BSCR) Performance
BSCR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +2.5% since Dec 31, 2025
- 1 year
- +3.4% total return
- 5 years
- +1.8% a year
- Since first price
- +3.2% a year since 2017
BSCR trailing returns vs AGG, TLT, SPY
| Period | BSCR total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.3% | −0.0% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.9% | −0.2% | −0.4% | −1.0% | +3.2% |
| 6 months | +1.7% | −0.4% | −1.5% | −3.8% | +7.8% |
| YTD | +2.5% | −1.0% | −1.0% | −3.4% | +12.3% |
| 1 year | +3.4% | −0.9% | −1.1% | −6.9% | +14.4% |
| 3 years | +19.3%+6.1%/yr | +5.0% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +9.3%+1.8%/yr | −9.5% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| Since inceptionSep 27, 2017 | +33.0%+3.2%/yr | −2.2% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: BSCR vs AGG
From Sep 27, 2017: BSCR grew to $13,295, AGG to $11,368.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BSCR returns by calendar year
5 of 8 full years positive. Best 2019 (+15.2%), worst 2022 (−9.6%). 2026 is year to date.
BSCR annual returns table
| Year | BSCR | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +2.5% | −0.4% | −1.0% | −3.4% | +12.3% |
| 2025 | +5.8% | −0.8% | +7.2% | +4.3% | +17.7% |
| 2024 | +4.5% | −1.4% | +1.3% | −8.1% | +24.9% |
| 2023 | +6.4% | −3.3% | +5.7% | +2.8% | +26.2% |
| 2022 | −9.6% | −13.1% | −13.0% | −31.2% | −18.2% |
| 2021 | −1.7% | −3.2% | −1.8% | −4.6% | +28.7% |
| 2020 | +9.7% | −17.3% | +7.5% | +18.2% | +18.3% |
| 2019 | +15.2% | −2.3% | +8.5% | +14.1% | +31.2% |
| 2018 | −2.6% | −5.0% | +0.1% | −1.6% | −4.6% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
BSCR largest drawdowns
At an all-time high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 4, 2020 | −17.3% | Mar 20, 2020 | Jun 2, 2020 | 16 days | 3 months |
| Dec 30, 2020 | −14.9% | Oct 20, 2022 | Feb 28, 2025 | 1.8 years | 4.2 years |
| Dec 13, 2017 | −5.1% | May 17, 2018 | Jan 31, 2019 | 5 months | 1.1 years |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
BSCR risk statistics
| Statistic | 3 years | 5 years | Since 2017 |
|---|---|---|---|
| Annualized return | +5.8% | +1.5% | +3.2% |
| Volatility (annualized) | 2.5% | 4.7% | 5.5% |
| Sharpe ratio | 0.55 | -0.44 | 0.15 |
| Sortino ratio | 0.99 | -0.55 | 0.21 |
| Best month | +2.9% | +3.1% | +6.0% |
| Worst month | −0.8% | −3.2% | −7.4% |
| Best 12 months | +9.8% | +9.8% | +16.7% |
| Worst 12 months | +3.4% | −12.8% | −12.8% |
| Positive months | 83% | 65% | 64% |
| Beta vs S&P 500 | 0.09 | 0.19 | — |
| Correlation with S&P 500 | 0.46 | 0.62 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
BSCR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 98 | −12.8% | +4.5% | +16.7% | 78% |
| 3-year (a year) | 74 | −2.7% | +3.5% | +8.2% | 65% |
| 5-year (a year) | 50 | +0.8% | +1.7% | +3.6% | 100% |
Every holding period starting at a month-end since 2017. Returns for 3 years and longer are annualized.
BSCR performance overview
Invesco BulletShares 2027 Corporate Bond ETF (BSCR) returned +3.4% over the past year and +1.8% a year over five years, with distributions reinvested. Since its first recorded price in 2017 it has returned +3.2% a year, turning $10,000 into about $13,295. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −17.3%, from Mar 4, 2020 to Mar 20, 2020, and it took 2 months to get back to the old high. BSCR finished 5 of its 8 full calendar years with a gain; the best year was 2019 (+15.2%) and the worst 2022 (−9.6%). Volatility has been 5.5% a year.
Related: BSCR chart, BSCR dividends, BSCR bond profile. See the BSCR overview for the latest quote and fund facts.
BSCR performance FAQ
What is the BSCR return over the past year?
BSCR returned +3.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 0.9%.
What is the average annual return of BSCR?
BSCR has returned +1.8% a year over 5 years, +3.2% a year since September 27, 2017 (total return, distributions reinvested).
How much would $10,000 invested in BSCR be worth?
$10,000 invested in BSCR at its first recorded close on September 27, 2017 would be worth about $13,295 on October 23, 2026 with distributions reinvested.
What was the worst year for BSCR?
The worst calendar year was 2022, with a total return of −9.6%. The best was 2019 at +15.2%.
What is the biggest drawdown of BSCR?
The largest peak-to-trough decline was −17.3% between March 4, 2020 and March 20, 2020. It recovered to the old high on June 2, 2020, 2 months after the bottom.
How volatile is BSCR?
Over the past 3 years BSCR had an annualized volatility of 2.5% and a Sharpe ratio of 0.55 (excess return over 1–3 month T-bills per unit of risk).