Invesco BulletShares 2032 High Yield… (BSJW) Performance
BSJW total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.1% since Dec 31, 2025
- 1 year
- +0.6% total return
- Since first price
- +12.6% since 2024
BSJW trailing returns vs SPY, QQQ, AGG
| Period | BSJW total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.1% | −1.7% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.8% | −3.5% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.7% | −4.9% | +7.8% | +8.4% | −1.5% |
| YTD | −1.1% | −6.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +0.6% | −5.9% | +14.4% | +15.9% | −1.1% |
| Since inceptionJun 12, 2024 | +12.6% | −4.0% | — | — | — |
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: BSJW vs SPY
From Jun 12, 2024: BSJW grew to $11,258, SPY to $14,453.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BSJW returns by calendar year
1 of 1 full years positive. Best 2025 (+9.9%), worst 2025 (+9.9%). 2026 is year to date.
BSJW annual returns table
| Year | BSJW | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −1.1% | −3.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +9.9% | −4.5% | +17.7% | +20.8% | +7.2% |
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.
BSJW risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +5.3% |
| Volatility (annualized) | 4.7% |
| Sharpe ratio | 0.26 |
| Sortino ratio | 0.34 |
| Best month | +2.3% |
| Worst month | −3.5% |
| Best 12 months | +9.9% |
| Worst 12 months | +0.4% |
| Positive months | 74% |
| 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.
BSJW rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 17 | +0.4% | +7.5% | +9.9% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
BSJW performance overview
Invesco BulletShares 2032 High Yield… (BSJW) returned +0.6% over the past year, with distributions reinvested. Since its first recorded price on Jun 12, 2024 it has returned +12.6%. Over the same year S&P 500 (SPY) returned +14.4%.
Related: BSJW chart, BSJW dividends. See the BSJW overview for the latest quote and fund facts.
BSJW performance FAQ
What is the BSJW return over the past year?
BSJW returned +0.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.9%.
How much would $10,000 invested in BSJW be worth?
$10,000 invested in BSJW at its first recorded close on June 12, 2024 would be worth about $11,258 on October 23, 2026 with distributions reinvested.
How volatile is BSJW?
Over the past history BSJW had an annualized volatility of 4.7% and a Sharpe ratio of 0.26 (excess return over 1–3 month T-bills per unit of risk).