BSMZ ETF

BSMZ ETF
$23.75
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Returns Overview

1 Month
-4.55%
3 Months
-7.20%
6 Months
-5.42%
YTD
-5.95%
1 Year
-3.87%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BSMZ have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Invesco BulletShares Municipal Bond 2035 Index(IIBSMBZ)
This ETF (YTD)
-5.95%
Peer Avg (YTD)
-3.82%
vs Peers
-2.13%

BSMZ ETF Performance

BSMZ performance across multiple time periods: 1-month -4.55%, YTD -5.95%, 1-year -3.87%.

BSMZ returns trail the peer average of -3.82% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this ETF.

BSMZ vs another fund shows side-by-side returns. BSMZ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-4.55%N/A
3 Months-7.20%N/A
6 Months-5.42%N/A
1 Year-3.87%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized