Invesco BulletShares 2029 High Yield… (BSJT) Performance
BSJT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.3% since Dec 31, 2025
- 1 year
- +2.6% total return
- 5 years
- +2.8% a year
- Since first price
- +2.5% a year since 2021
BSJT trailing returns vs AGG, TLT, SPY
| Period | BSJT total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −0.3% | −0.8% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.1% | −1.7% | −0.4% | −1.0% | +3.2% |
| 6 months | +0.6% | −2.6% | −1.5% | −3.8% | +7.8% |
| YTD | +1.3% | −4.0% | −1.0% | −3.4% | +12.3% |
| 1 year | +2.6% | −3.9% | −1.1% | −6.9% | +14.4% |
| 3 years | +30.0%+9.1%/yr | +6.4% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +14.9%+2.8%/yr | −16.2% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| Since inceptionSep 15, 2021 | +13.4%+2.5%/yr | −17.7% | — | — | — |
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: BSJT vs AGG
From Sep 15, 2021: BSJT grew to $11,341, AGG to $9,760.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BSJT returns by calendar year
3 of 4 full years positive. Best 2023 (+13.6%), worst 2022 (−14.9%). 2026 is year to date.
BSJT annual returns table
| Year | BSJT | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +1.3% | −2.5% | −1.0% | −3.4% | +12.3% |
| 2025 | +7.6% | −5.6% | +7.2% | +4.3% | +17.7% |
| 2024 | +8.0% | −2.4% | +1.3% | −8.1% | +24.9% |
| 2023 | +13.6% | −5.7% | +5.7% | +2.8% | +26.2% |
| 2022 | −14.9% | −19.0% | −13.0% | −31.2% | −18.2% |
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.
BSJT largest drawdowns
Now 1.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 15, 2021 | −19.5% | Sep 27, 2022 | Jul 11, 2024 | 1.0 years | 2.8 years |
| Feb 28, 2025 | −5.6% | Apr 7, 2025 | Jun 3, 2025 | 38 days | 3 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
BSJT risk statistics
| Statistic | 3 years | 5 years |
|---|---|---|
| Annualized return | +8.3% | +2.6% |
| Volatility (annualized) | 5.1% | 8.7% |
| Sharpe ratio | 0.75 | -0.07 |
| Sortino ratio | 1.44 | -0.10 |
| Best month | +5.3% | +7.8% |
| Worst month | −1.9% | −7.9% |
| Best 12 months | +17.6% | +17.6% |
| Worst 12 months | +2.2% | −18.5% |
| Positive months | 75% | 63% |
| Beta vs S&P 500 | 0.29 | 0.45 |
| Correlation with S&P 500 | 0.71 | 0.81 |
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.
BSJT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 50 | −18.5% | +6.8% | +17.6% | 84% |
| 3-year (a year) | 26 | +1.5% | +8.3% | +11.0% | 100% |
| 5-year (a year) | 2 | +2.6% | +2.7% | +2.8% | 100% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
BSJT performance overview
Invesco BulletShares 2029 High Yield… (BSJT) returned +2.6% over the past year and +2.8% a year over five years, with distributions reinvested. Since its first recorded price in 2021 it has returned +2.5% a year, turning $10,000 into about $11,341. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −19.5%, from Sep 15, 2021 to Sep 27, 2022, and it took 1.8 years to get back to the old high. BSJT finished 3 of its 4 full calendar years with a gain; the best year was 2023 (+13.6%) and the worst 2022 (−14.9%). Volatility has been 8.7% a year.
Related: BSJT chart, BSJT dividends, BSJT bond profile. See the BSJT overview for the latest quote and fund facts.
BSJT performance FAQ
What is the BSJT return over the past year?
BSJT returned +2.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 3.9%.
What is the average annual return of BSJT?
BSJT has returned +2.8% a year over 5 years, +2.5% a year since September 15, 2021 (total return, distributions reinvested).
How much would $10,000 invested in BSJT be worth?
$10,000 invested in BSJT at its first recorded close on September 15, 2021 would be worth about $11,341 on October 23, 2026 with distributions reinvested.
What was the worst year for BSJT?
The worst calendar year was 2022, with a total return of −14.9%. The best was 2023 at +13.6%.
What is the biggest drawdown of BSJT?
The largest peak-to-trough decline was −19.5% between September 15, 2021 and September 27, 2022. It recovered to the old high on July 11, 2024, 1.8 years after the bottom.
How volatile is BSJT?
Over the past 3 years BSJT had an annualized volatility of 5.1% and a Sharpe ratio of 0.75 (excess return over 1–3 month T-bills per unit of risk).