BSGRInvesco BulletShares 2027 Treasury Bond ETF

Get incomeRanked #1,619 of 1,622 in this goal

Seeks to track the investment results of the ICE BulletShares US Treasury Bond 2027 Index.

Annual Cost

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#5,529 of 5,529 · expensive

Fund Size

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#5,529 of 5,529 · small

Dividend YieldGoal

—

Track Record

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#5,529 of 5,529 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,004+0.0%

Total-return NAV, USD. Net of fund fees, before tax.

How Beacon categorizes this fund

Asset class

Region

Strategy

Index tracking

Index tracked

ICE BulletShares US Treasury Bond 2027 Index

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

+0.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks to track the investment results of the ICE BulletShares US Treasury Bond 2027 Index.
Strategy: Invests at least 80% of total assets in U.S. dollar-denominated Treasury bonds maturing in 2027, selected based on market value weighting. Bonds are held until maturity, called, or removed from the Underlying Index due to eligibility criteria.