Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) Performance
BSCZ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −2.5% since Dec 31, 2025
- 1 year
- −2.6% total return
- Since first price
- +3.1% since 2025
BSCZ trailing returns vs AGG, TLT, SPY
| Period | BSCZ total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.5% | +0.1% | +0.9% | +1.5% | −1.0% |
| 3 months | −1.3% | −2.5% | −0.4% | −1.0% | +3.2% |
| 6 months | −2.9% | −5.4% | −1.5% | −3.8% | +7.8% |
| YTD | −2.5% | −6.3% | −1.0% | −3.4% | +12.3% |
| 1 year | −2.6% | −7.1% | −1.1% | −6.9% | +14.4% |
| Since inceptionJun 11, 2025 | +3.1% | −3.1% | — | — | — |
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: BSCZ vs AGG
From Jun 11, 2025: BSCZ grew to $10,307, AGG to $10,333.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BSCZ returns by calendar year
2026 is year to date.
BSCZ annual returns table
| Year | BSCZ | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −2.5% | −5.8% | −1.0% | −3.4% | +12.3% |
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.
BSCZ largest drawdowns
Now 4.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 27, 2026 | −5.8% | Sep 30, 2026 | not yet | 7 months | 8 months so far |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
BSCZ risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | −0.5% |
| Volatility (annualized) | 4.8% |
| Sharpe ratio | -0.85 |
| Sortino ratio | -0.94 |
| Best month | +1.6% |
| Worst month | −3.4% |
| Best 12 months | +4.4% |
| Worst 12 months | −3.2% |
| Positive months | 67% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
BSCZ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 5 | −3.2% | +1.8% | +4.4% | 60% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
BSCZ performance overview
Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) returned −2.6% over the past year, with distributions reinvested. Since its first recorded price on Jun 11, 2025 it has returned +3.1%. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −5.8%, from Feb 27, 2026 to Sep 30, 2026; the fund has not yet regained that high. Volatility has been 4.8% a year.
Related: BSCZ chart, BSCZ dividends, BSCZ bond profile. See the BSCZ overview for the latest quote and fund facts.
BSCZ performance FAQ
What is the BSCZ return over the past year?
BSCZ returned −2.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 7.1%.
How much would $10,000 invested in BSCZ be worth?
$10,000 invested in BSCZ at its first recorded close on June 11, 2025 would be worth about $10,307 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of BSCZ?
The largest peak-to-trough decline was −5.8% between February 27, 2026 and September 30, 2026. It has not yet recovered to that high; it is 4.1% below its peak.
How volatile is BSCZ?
Over the past history BSCZ had an annualized volatility of 4.8% and a Sharpe ratio of -0.85 (excess return over 1–3 month T-bills per unit of risk).