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BSJVInvesco BulletShares 2031 High Yield Corporate Bond ETF

Get income2y track recordRanked #786 of 1,706 in this goal

Tracks the investment results of the Invesco BulletShares ® USD High Yield Corporate Bond 2031 Index.

By Invesco · Launched 2023

Annual Cost

0.42%

#2,164 of 6,040 · average

Fund Size

$122M

#2,906 of 6,040 · mid-size

Return (1Y)

+2.1%

Track Record

2 years

#3,110 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,244+2.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Invesco BulletShares USD High Yield Corporate Bond 2031 Index

Holdings

By weight

Concentration

Top 10 holdings = 15.7% of funddiversified

Panther Escrow Issuer, LLC
2.1%
CCO Holdings, LLC/CCO Holdings Capital Corp.
1.9%
Allied Universal Holdco LLC
1.7%
UKG Inc.
1.7%
Windstream Services LLC / Windstream Escrow Finance Corp.
1.6%
Venture Global LNG, Inc.
1.6%
Directv Financing LLC / Directv Financing Co-Obligor Inc.
1.5%
JetBlue Airways Corp. / JetBlue Loyalty L.P.
1.4%
CoreWeave, Inc.
1.2%
ZF North America Capital, Inc.
1.1%

Asset allocation

Bonds
99.3%
Cash
0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.3%Low

Year-on-year price swings

Max drawdown
-5.2%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

7.0 years

Avg maturity

9.8 years

Credit ratings

AAA
0.0%
BB
52.4%
B
43.5%
Below B
4.1%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of the Invesco BulletShares ® USD High Yield Corporate Bond 2031 Index.
Strategy
Invests at least 80% of total assets in U.S. dollar-denominated high yield corporate bonds with maturities in 2031. Seeks to track the Invesco BulletShares ® USD High Yield Corporate Bond 2031 Index, which measures the performance of eligible bonds from the U.S., Canada, Western Europe, or Japan.
Inception date
September 20, 2023
Fund family
Invesco

Next steps

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Data updated on 2026-09-18