BulletShares 2030 High Yield Corporate Bond ETF (BSJU) Performance
BSJU total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +0.5% since Dec 31, 2025
- 1 year
- +2.0% total return
- 3 years
- +9.2% a year
- Since first price
- +6.7% a year since 2022
BSJU trailing returns vs AGG, TLT, SPY
| Period | BSJU total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −1.0% | −1.6% | +0.9% | +1.5% | −1.0% |
| 3 months | −1.2% | −2.8% | −0.4% | −1.0% | +3.2% |
| 6 months | −0.6% | −4.0% | −1.5% | −3.8% | +7.8% |
| YTD | +0.5% | −4.9% | −1.0% | −3.4% | +12.3% |
| 1 year | +2.0% | −4.6% | −1.1% | −6.9% | +14.4% |
| 3 years | +30.1%+9.2%/yr | +6.1% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionSep 8, 2022 | +30.5%+6.7%/yr | −1.9% | — | — | — |
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: BSJU vs AGG
From Sep 8, 2022: BSJU grew to $13,055, AGG to $11,144.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BSJU returns by calendar year
3 of 3 full years positive. Best 2023 (+12.9%), worst 2024 (+8.2%). 2026 is year to date.
BSJU annual returns table
| Year | BSJU | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +0.5% | −2.8% | −1.0% | −3.4% | +12.3% |
| 2025 | +8.6% | −5.1% | +7.2% | +4.3% | +17.7% |
| 2024 | +8.2% | −2.5% | +1.3% | −8.1% | +24.9% |
| 2023 | +12.9% | −5.9% | +5.7% | +2.8% | +26.2% |
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.
BSJU largest drawdowns
Now 2.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 12, 2022 | −7.5% | Sep 27, 2022 | Dec 13, 2022 | 15 days | 3 months |
| Feb 2, 2023 | −5.9% | Feb 21, 2023 | Jun 15, 2023 | 19 days | 4 months |
| Jul 13, 2023 | −5.1% | Oct 19, 2023 | Nov 3, 2023 | 3 months | 4 months |
| Feb 28, 2025 | −5.1% | Apr 8, 2025 | May 12, 2025 | 39 days | 2 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
BSJU risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +8.4% | +8.6% |
| Volatility (annualized) | 5.2% | 6.1% |
| Sharpe ratio | 0.74 | 0.67 |
| Sortino ratio | 1.35 | 1.19 |
| Best month | +5.5% | +5.5% |
| Worst month | −2.7% | −2.7% |
| Best 12 months | +18.0% | +18.0% |
| Worst 12 months | +1.6% | +1.6% |
| Positive months | 67% | 67% |
| Beta vs S&P 500 | 0.30 | — |
| Correlation with S&P 500 | 0.72 | — |
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.
BSJU rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 38 | +1.6% | +8.1% | +18.0% | 100% |
| 3-year (a year) | 14 | +7.9% | +8.7% | +11.1% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
BSJU performance overview
BulletShares 2030 High Yield Corporate Bond ETF (BSJU) returned +2.0% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +6.7% a year, turning $10,000 into about $13,055. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −7.5%, from Sep 12, 2022 to Sep 27, 2022, and it took 3 months to get back to the old high. BSJU finished 3 of its 3 full calendar years with a gain; the best year was 2023 (+12.9%) and the worst 2024 (+8.2%). Volatility has been 6.1% a year.
Related: BSJU chart, BSJU dividends, BSJU bond profile. See the BSJU overview for the latest quote and fund facts.
BSJU performance FAQ
What is the BSJU return over the past year?
BSJU returned +2.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 4.6%.
How much would $10,000 invested in BSJU be worth?
$10,000 invested in BSJU at its first recorded close on September 8, 2022 would be worth about $13,055 on October 23, 2026 with distributions reinvested.
What was the worst year for BSJU?
The worst calendar year was 2024, with a total return of +8.2%. The best was 2023 at +12.9%.
What is the biggest drawdown of BSJU?
The largest peak-to-trough decline was −7.5% between September 12, 2022 and September 27, 2022. It recovered to the old high on December 13, 2022, 3 months after the bottom.
How volatile is BSJU?
Over the past 3 years BSJU had an annualized volatility of 5.2% and a Sharpe ratio of 0.74 (excess return over 1–3 month T-bills per unit of risk).