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BSJR
-0.16 · -0.70%
$22.46 · NASDAQ

Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) ETF Analysis | Target Maturity

Invesco · USA
AUM:$824.1M
#– of – in Target Maturity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 5.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.42% — moderate cost. Consider how fees compound over long holding periods.

What is BSJR?

The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The underlying index seeks to measure the performance of a portfolio of U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
BSJR returned 5.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.42%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 10.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$824.1M
Expense Ratio0.42%
Dividend Yield5.98%
Holdings1
Inception DateSept 2019
Domicile–
Distribution–
Index–
ProviderInvesco
Beta0.50
CategoryTarget Maturity
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-0.4%
1Y
+1.5%
3Y
+21.3%
5Y
+15.3%
OpenBook InsightIf you had invested £10,000 in BSJR 5 years ago, it would have grown to £11,534 — a gain of £1,534.

Annual Returns

Calendar year performance

BSJR delivered positive returns in 4 of the last 5 calendar years.
YearBSJR
2026 YTD+0.1%
2025+7.2%
2024+7.5%
2023+11.7%
2022-11.4%
CAGR 4yr+3.3%
4/5 positive yearsAvg return: +3.0%Worst year: -11.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
0%
Negative
Volatility
1.9%
Low
Momentum
+0.2%
30-day change
Support Level
22.34
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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