Invesco BulletShares 2033 High Yield… (BSJX) Performance
BSJX total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −0.4% since Dec 31, 2025
- 1 year
- +1.0% total return
- Since first price
- +5.0% since 2025
BSJX trailing returns vs AGG, TLT, SPY
| Period | BSJX total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −0.5% | −1.0% | +0.9% | +1.5% | −1.0% |
| 3 months | −1.4% | −3.0% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.6% | −4.5% | −1.5% | −3.8% | +7.8% |
| YTD | −0.4% | −5.2% | −1.0% | −3.4% | +12.3% |
| 1 year | +1.0% | −5.6% | −1.1% | −6.9% | +14.4% |
| Since inceptionJun 11, 2025 | +5.0% | −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: BSJX vs AGG
From Jun 11, 2025: BSJX grew to $10,499, AGG to $10,333.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BSJX returns by calendar year
2026 is year to date.
BSJX annual returns table
| Year | BSJX | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −0.4% | −3.8% | −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.
BSJX risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +2.0% |
| Volatility (annualized) | 4.6% |
| Sharpe ratio | -0.36 |
| Sortino ratio | -0.42 |
| Best month | +1.8% |
| Worst month | −3.6% |
| Best 12 months | +5.7% |
| Worst 12 months | +0.3% |
| Positive months | 73% |
| 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.
BSJX rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 5 | +0.3% | +5.0% | +5.7% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
BSJX performance overview
Invesco BulletShares 2033 High Yield… (BSJX) returned +1.0% over the past year, with distributions reinvested. Since its first recorded price on Jun 11, 2025 it has returned +5.0%. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: BSJX chart, BSJX dividends, BSJX bond profile. See the BSJX overview for the latest quote and fund facts.
BSJX performance FAQ
What is the BSJX return over the past year?
BSJX returned +1.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.6%.
How much would $10,000 invested in BSJX be worth?
$10,000 invested in BSJX at its first recorded close on June 11, 2025 would be worth about $10,499 on October 23, 2026 with distributions reinvested.
How volatile is BSJX?
Over the past history BSJX had an annualized volatility of 4.6% and a Sharpe ratio of -0.36 (excess return over 1–3 month T-bills per unit of risk).