Invesco BulletShares 2029 Corporate Bond ETF (BSCT) Performance
BSCT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +0.7% since Dec 31, 2025
- 1 year
- +1.3% total return
- 5 years
- +1.3% a year
- Since first price
- +2.2% a year since 2019
BSCT trailing returns vs AGG, TLT, SPY
| Period | BSCT total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.7% | +0.3% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.3% | −0.9% | −0.4% | −1.0% | +3.2% |
| 6 months | +0.1% | −2.1% | −1.5% | −3.8% | +7.8% |
| YTD | +0.7% | −3.0% | −1.0% | −3.4% | +12.3% |
| 1 year | +1.3% | −3.1% | −1.1% | −6.9% | +14.4% |
| 3 years | +21.0%+6.5%/yr | +5.6% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +6.5%+1.3%/yr | −12.6% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| Since inceptionSep 12, 2019 | +17.0%+2.2%/yr | −8.5% | — | — | — |
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: BSCT vs AGG
From Sep 12, 2019: BSCT grew to $11,695, AGG to $10,517.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BSCT returns by calendar year
4 of 6 full years positive. Best 2020 (+10.8%), worst 2022 (−12.9%). 2026 is year to date.
BSCT annual returns table
| Year | BSCT | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +0.7% | −1.6% | −1.0% | −3.4% | +12.3% |
| 2025 | +7.5% | −1.9% | +7.2% | +4.3% | +17.7% |
| 2024 | +3.5% | −2.6% | +1.3% | −8.1% | +24.9% |
| 2023 | +8.6% | −5.0% | +5.7% | +2.8% | +26.2% |
| 2022 | −12.9% | −16.9% | −13.0% | −31.2% | −18.2% |
| 2021 | −2.1% | −5.0% | −1.8% | −4.6% | +28.7% |
| 2020 | +10.8% | −18.4% | +7.5% | +18.2% | +18.3% |
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.
BSCT largest drawdowns
Now 0.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Aug 3, 2021 | −19.1% | Oct 20, 2022 | Jul 21, 2025 | 1.2 years | 4.0 years |
| Mar 5, 2020 | −18.4% | Mar 20, 2020 | Jun 8, 2020 | 15 days | 3 months |
| Dec 31, 2020 | −5.3% | Mar 19, 2021 | Aug 3, 2021 | 3 months | 7 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
BSCT risk statistics
| Statistic | 3 years | 5 years | Since 2019 |
|---|---|---|---|
| Annualized return | +5.9% | +0.9% | +2.0% |
| Volatility (annualized) | 4.3% | 6.5% | 7.2% |
| Sharpe ratio | 0.36 | -0.38 | -0.06 |
| Sortino ratio | 0.60 | -0.50 | -0.08 |
| Best month | +4.5% | +4.5% | +6.5% |
| Worst month | −1.8% | −4.8% | −7.9% |
| Best 12 months | +12.2% | +12.2% | +12.2% |
| Worst 12 months | +1.2% | −16.0% | −16.0% |
| Positive months | 75% | 60% | 60% |
| Beta vs S&P 500 | 0.17 | 0.28 | — |
| Correlation with S&P 500 | 0.51 | 0.68 | — |
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.
BSCT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 74 | −16.0% | +4.0% | +12.2% | 76% |
| 3-year (a year) | 50 | −4.1% | −0.6% | +7.3% | 46% |
| 5-year (a year) | 26 | +0.3% | +1.0% | +2.6% | 100% |
Every holding period starting at a month-end since 2019. Returns for 3 years and longer are annualized.
BSCT performance overview
Invesco BulletShares 2029 Corporate Bond ETF (BSCT) returned +1.3% over the past year and +1.3% a year over five years, with distributions reinvested. Since its first recorded price in 2019 it has returned +2.2% a year, turning $10,000 into about $11,695. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −19.1%, from Aug 3, 2021 to Oct 20, 2022, and it took 2.8 years to get back to the old high. BSCT finished 4 of its 6 full calendar years with a gain; the best year was 2020 (+10.8%) and the worst 2022 (−12.9%). Volatility has been 7.2% a year.
Related: BSCT chart, BSCT dividends, BSCT bond profile. See the BSCT overview for the latest quote and fund facts.
BSCT performance FAQ
What is the BSCT return over the past year?
BSCT returned +1.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 3.1%.
What is the average annual return of BSCT?
BSCT has returned +1.3% a year over 5 years, +2.2% a year since September 12, 2019 (total return, distributions reinvested).
How much would $10,000 invested in BSCT be worth?
$10,000 invested in BSCT at its first recorded close on September 12, 2019 would be worth about $11,695 on October 23, 2026 with distributions reinvested.
What was the worst year for BSCT?
The worst calendar year was 2022, with a total return of −12.9%. The best was 2020 at +10.8%.
What is the biggest drawdown of BSCT?
The largest peak-to-trough decline was −19.1% between August 3, 2021 and October 20, 2022. It recovered to the old high on July 21, 2025, 2.8 years after the bottom.
How volatile is BSCT?
Over the past 3 years BSCT had an annualized volatility of 4.3% and a Sharpe ratio of 0.36 (excess return over 1–3 month T-bills per unit of risk).