Invesco Bulletshares 2027 Etf Profile
| BSJR Etf | USD 22.56 0.05 0.22% |
Performance15 of 100
| Odds Of DistressLess than 9
|
Invesco BulletShares is selling at 22.56 as of the 27th of November 2024; that is 0.22 percent decrease since the beginning of the trading day. The etf's lowest day price was 22.53. Invesco BulletShares has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Invesco BulletShares 2027 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its total assets in securities that comprise the underlying index. Bs 2027 is traded on NYSEARCA Exchange in the United States. More on Invesco BulletShares 2027
Moving together with Invesco Etf
| 0.93 | HYG | iShares iBoxx High | PairCorr |
| 0.94 | USHY | iShares Broad USD Sell-off Trend | PairCorr |
| 0.91 | JNK | SPDR Bloomberg High Sell-off Trend | PairCorr |
| 0.99 | SHYG | iShares 0 5 | PairCorr |
| 0.93 | HYLB | Xtrackers USD High | PairCorr |
| 0.99 | SJNK | SPDR Bloomberg Short Sell-off Trend | PairCorr |
Moving against Invesco Etf
Invesco Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Corporate ETFs, Investment Grade ETFs, High Yield Bond, Invesco (View all Sectors) |
| Issuer | Invesco |
| Inception Date | 2019-09-12 |
| Benchmark | Nasdaq BulletSharesUSD High Yield Corporate Bond 2027 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 337.87 Million |
| Asset Type | Fixed Income |
| Category | Corporate |
| Focus | Investment Grade |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | Invesco Capital Management LLC |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Invesco Distributors, Inc. |
| Portfolio Manager | Peter Hubbard, Jeffrey W. Kernagis, Greg Meisenger, Jeremy Neisewander |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Aug |
| Exchange | NASDAQ |
| Number of Constituents | 152 |
| Market Maker | Jane Street |
| Total Expense | 0.42 |
| Management Fee | 0.42 |
| Country Name | USA |
| Returns Y T D | 7.28 |
| Name | Invesco BulletShares 2027 High Yield Corporate Bond ETF |
| Currency Code | USD |
| Open Figi | BBG00Q5LFGF2 |
| In Threey Volatility | 8.68 |
| 1y Volatility | 4.73 |
| 200 Day M A | 22.3295 |
| 50 Day M A | 22.6106 |
| Code | BSJR |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.16) |
Invesco BulletShares 2027 [BSJR] is traded in USA and was established 2019-09-12. The fund is listed under High Yield Bond category and is part of Invesco family. The entity is thematically classified as Corporate ETFs. Invesco BulletShares 2027 currently have 47.36 M in assets under management (AUM). , while the total return for the last 3 years was 2.8%.
Check Invesco BulletShares Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco BulletShares 2027 Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Invesco BulletShares 2027 Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Invesco BulletShares. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1132 | |||
| Jensen Alpha | 0.0113 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.66) |
Invesco BulletShares Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Invesco BulletShares 2027. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in inflation. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
The market value of Invesco BulletShares 2027 is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco BulletShares' value that differs from its market value or its book value, called intrinsic value, which is Invesco BulletShares' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco BulletShares' market value can be influenced by many factors that don't directly affect Invesco BulletShares' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco BulletShares' value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco BulletShares is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco BulletShares' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.