BSJR ETF Analysis: BulletShares 2027 High | NASDAQ

Target Maturity | NASDAQ, USA | Market Cap: 851m USD | 12M Return: 4.5% | Charts, Fundamentals & Technical Analysis

High Yield, Corporate Bonds, Target Maturity, Fixed Income
Total Rating 53
Safety 73
Buy Signal -0.18
Target Maturity
Category Rotation: -3.5
TER: 0.42%
AUM: 851M
Avg Turnover: 3.31M
Risk 3d forecast
Volatility1.90%
VaR 5th Pctl0.34%
VaR vs Median-0.66%
Reward TTM
Sharpe Ratio0.08
Rel. Str. IBD32.2
Rel. Str. Peer Group90.4
Character TTM
Beta0.103
Beta Downside0.071
Hurst Exponent0.458
Drawdowns 3y
Max DD3.15%
CAGR/Max DD2.42
CAGR/Mean DD24.60

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 6.8 years of data

Jan -0.1% 15
Feb -0.3% 50
Mar -0.5% 17
Apr -0.2% 20
May +0.1% 2
Jun +0.1% 15
Jul +0.5% 10
Aug -0.0% 9
Sep -1.1% 35
Oct -0.6% 23
Nov +1.5% 17
Dec +0.8% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: BSJR BulletShares 2027 High

The Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) is a target-maturity exchange-traded fund that invests at least 80% of its total assets in securities comprising its underlying index. That index tracks U.S. dollar-denominated high yield corporate bonds-commonly referred to as junk bonds-with maturities or effective maturities in 2027.

As part of the Invesco BulletShares suite, BSJR follows a defined-maturity structure in which the portfolio is designed to wind down in its stated year, allowing investors to align high yield credit exposure with a specific maturity horizon. High yield corporate bonds are below investment grade (typically rated BB or lower by major credit agencies) and generally offer higher coupon income in exchange for elevated default risk relative to investment-grade debt. Launched in September 2019, BSJR is listed on NASDAQ and is classified within the target-maturity ETF category.

Headlines to Watch Out For
  • High yield spreads widen amid recession and default fears
  • Federal Reserve rate path influences junk bond valuations
  • Rising default rates in cyclical sectors pressure underlying holdings
What is the price of BSJR shares?

As of July 13, 2026, the stock is trading at USD 22.39 with a total of 95,913 shares traded. Over the past week, the price has changed by +0.12%, over one month by +0.62%, over three months by +0.96% and over the past year by +4.46%.

Current recommended Stop Loss: 22.20 (which is 0.8% or 3.8 ATR below the current price).

Is BSJR a buy, sell or hold?

BulletShares 2027 High has no consensus analysts rating.