(BSJR) BulletShares 2027 High - Overview

ETF Category: Target Maturity | Exchange: NASDAQ (USA) | Market Cap: 837m USD | Total Return: 5.3% in 12m

High Yield Bonds, Corporate Debt, Junk Bonds
Total Rating 42
Safety 72
Buy Signal -0.10
Target Maturity
Category Rotation: +3.6
TER: 0.42%
AUM: 837M
Avg Turnover: 2.81M
Risk 3d forecast
Volatility2.15%
VaR 5th Pctl0.38%
VaR vs Median-0.96%
Reward TTM
Sharpe Ratio0.44
Rel. Str. IBD35.7
Rel. Str. Peer Group89.1
Character TTM
Beta0.108
Beta Downside0.075
Hurst Exponent0.494
Drawdowns 3y
Max DD3.15%
CAGR/Max DD2.52
CAGR/Mean DD24.82

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: BSJR BulletShares 2027 High

The Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) focuses on U.S. dollar-denominated high-yield corporate debt, commonly classified as junk bonds, with effective maturities occurring in 2027. The fund maintains a target-maturity structure, meaning it is designed to terminate in its designated year and return capital to shareholders, functioning similarly to an individual bond. At least 80% of total assets are allocated to securities within its underlying index.

High-yield bonds are issued by companies with credit ratings below investment grade, offering higher coupons to compensate investors for increased default risk. Unlike traditional bond funds that maintain a constant duration, target-maturity ETFs see their duration decline as they approach the maturity date, which can help mitigate interest rate sensitivity over time. For a deeper look into credit quality and underlying holdings, investors can review the latest metrics on ValueRay.

Headlines to Watch Out For
  • Federal Reserve interest rate decisions impact yield spreads and bond valuations
  • Default rates among junk bond issuers affect net asset value performance
  • 2027 maturity date concentration increases price sensitivity to short-term credit cycles
  • Liquidity in the high yield corporate debt market influences trading premiums
  • U.S. economic growth trajectory dictates the creditworthiness of underlying bond holdings
What is the price of BSJR shares?

As of May 31, 2026, the stock is trading at USD 22.42 with a total of 180,978 shares traded.
Over the past week, the price has changed by +0.22%, over one month by +0.50%, over three months by +0.87% and over the past year by +5.27%.

Is BSJR a buy, sell or hold?

BulletShares 2027 High has no consensus analysts rating.