Invesco BulletShares 2033 Corporate Bond ETF (BSCX) Performance
BSCX total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.7% since Dec 31, 2025
- 1 year
- −1.6% total return
- 3 years
- +7.0% a year
- Since first price
- +5.5% a year since 2023
BSCX trailing returns vs AGG, TLT, SPY
| Period | BSCX 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 | −0.9% | −2.2% | −0.4% | −1.0% | +3.2% |
| 6 months | −2.1% | −4.6% | −1.5% | −3.8% | +7.8% |
| YTD | −1.7% | −5.6% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.6% | −6.3% | −1.1% | −6.9% | +14.4% |
| 3 years | +22.5%+7.0%/yr | +5.8% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionSep 20, 2023 | +17.9%+5.5%/yr | +1.4% | — | — | — |
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: BSCX vs AGG
From Sep 20, 2023: BSCX grew to $11,790, AGG to $11,330.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BSCX returns by calendar year
2 of 2 full years positive. Best 2025 (+9.3%), worst 2024 (+1.7%). 2026 is year to date.
BSCX annual returns table
| Year | BSCX | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.7% | −4.9% | −1.0% | −3.4% | +12.3% |
| 2025 | +9.3% | −2.8% | +7.2% | +4.3% | +17.7% |
| 2024 | +1.7% | −3.9% | +1.3% | −8.1% | +24.9% |
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.
BSCX largest drawdowns
Now 3.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 17, 2024 | −5.1% | Jan 13, 2025 | Jun 12, 2025 | 4 months | 9 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
BSCX risk statistics
| Statistic | 3 years |
|---|---|
| Annualized return | +5.7% |
| Volatility (annualized) | 6.9% |
| Sharpe ratio | 0.21 |
| Sortino ratio | 0.34 |
| Best month | +6.9% |
| Worst month | −2.9% |
| Best 12 months | +15.5% |
| Worst 12 months | −2.2% |
| Positive months | 69% |
| Beta vs S&P 500 | 0.31 |
| Correlation with S&P 500 | 0.55 |
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.
BSCX rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 26 | −2.2% | +6.4% | +15.5% | 92% |
| 3-year (a year) | 2 | +5.7% | +6.4% | +7.0% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
BSCX performance overview
Invesco BulletShares 2033 Corporate Bond ETF (BSCX) returned −1.6% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +5.5% a year, turning $10,000 into about $11,790. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −5.1%, from Sep 17, 2024 to Jan 13, 2025, and it took 5 months to get back to the old high. Volatility has been 6.9% a year.
Related: BSCX chart, BSCX dividends, BSCX bond profile. See the BSCX overview for the latest quote and fund facts.
BSCX performance FAQ
What is the BSCX return over the past year?
BSCX returned −1.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 6.3%.
How much would $10,000 invested in BSCX be worth?
$10,000 invested in BSCX at its first recorded close on September 20, 2023 would be worth about $11,790 on October 23, 2026 with distributions reinvested.
What was the worst year for BSCX?
The worst calendar year was 2024, with a total return of +1.7%. The best was 2025 at +9.3%.
What is the biggest drawdown of BSCX?
The largest peak-to-trough decline was −5.1% between September 17, 2024 and January 13, 2025. It recovered to the old high on June 12, 2025, 5 months after the bottom.
How volatile is BSCX?
Over the past 3 years BSCX had an annualized volatility of 6.9% and a Sharpe ratio of 0.21 (excess return over 1–3 month T-bills per unit of risk).