(BSJT) Invesco BulletShares 2029 - Ratings and Ratios
HighYieldCorporateBonds, JunkBonds, USDDenominatedBonds
Description: BSJT Invesco BulletShares 2029
The Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) is an exchange-traded fund that tracks a portfolio of high-yield corporate bonds maturing in 2029. The fund invests at least 80% of its assets in securities comprising the underlying index, which measures the performance of U.S. dollar-denominated high-yield corporate bonds with maturities in 2029.
Given its investment strategy, BSJT is exposed to the high-yield corporate bond market, which is characterized by higher credit risk and potentially higher returns. The funds target maturity date in 2029 suggests that it is designed to provide a relatively stable source of returns until maturity, with a reduced risk of interest rate fluctuations as the bonds approach maturity.
To evaluate the funds performance, key performance indicators (KPIs) such as yield to maturity (YTM), credit quality, and duration can be considered. The YTM of the fund is likely to be higher than that of investment-grade corporate bonds, given its high-yield investment strategy. The credit quality of the funds holdings is likely to be below investment grade, with a higher proportion of bonds rated BB or lower. The duration of the fund is likely to be around 2-3 years, given its target maturity date in 2029.
In terms of risk management, investors should be aware of the funds exposure to credit risk, interest rate risk, and liquidity risk. The funds high-yield investment strategy increases its credit risk, while its target maturity date reduces its interest rate risk. The funds liquidity risk is relatively low, given its listing on a major exchange and its relatively large AUM of $276.90M.
Additional Sources for BSJT ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
BSJT ETF Overview
Market Cap in USD | 287m |
Category | Target Maturity |
TER | 0.42% |
IPO / Inception | 2021-09-15 |
BSJT ETF Ratings
Growth Rating | 35.6 |
Fundamental | - |
Dividend Rating | 86.1 |
Rel. Strength | -8.67 |
Analysts | - |
Fair Price Momentum | 21.92 USD |
Fair Price DCF | - |
BSJT Dividends
Dividend Yield 12m | 6.94% |
Yield on Cost 5y | 7.38% |
Annual Growth 5y | 44.37% |
Payout Consistency | 100.0% |
Payout Ratio | % |
BSJT Growth Ratios
Growth Correlation 3m | 96.5% |
Growth Correlation 12m | 73.8% |
Growth Correlation 5y | 63.4% |
CAGR 5y | 2.03% |
CAGR/Max DD 5y | 0.10 |
Sharpe Ratio 12m | 1.26 |
Alpha | 0.55 |
Beta | 0.236 |
Volatility | 4.85% |
Current Volume | 70k |
Average Volume 20d | 82.6k |
Stop Loss | 20.8 (-3.1%) |
As of July 19, 2025, the stock is trading at USD 21.46 with a total of 70,045 shares traded.
Over the past week, the price has changed by -0.05%, over one month by +1.24%, over three months by +4.93% and over the past year by +7.11%.
Partly, yes. Based on ValueRay´s Analyses, Invesco BulletShares 2029 (NASDAQ:BSJT) is currently (July 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 35.55 and therefor an somewhat technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of BSJT is around 21.92 USD . This means that BSJT is currently overvalued and has a potential downside of 2.14%.
Invesco BulletShares 2029 has no consensus analysts rating.
According to our own proprietary Forecast Model, BSJT Invesco BulletShares 2029 will be worth about 24 in July 2026. The stock is currently trading at 21.46. This means that the stock has a potential upside of +11.7%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 24 | 11.7% |