Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Invesco BulletShares 2027 Corporate Bond ETF(BSCR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BSCR
10/23/2026: BSCR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
BSCR provides targeted exposure to investment-grade U.S. corporate bonds maturing in 2027, offering a structured, low-cost way to earn income while managing interest rate risk. Its primary strength lies in its defined-maturity feature, which mimics the behavior of individual bonds within a liquid ETF wrapper. Investors primarily use it for income generation and building bond ladders. Key risks include interest rate sensitivity and credit spread fluctuations. It is best suited for income-focused or conservative investors looking for predictable outcomes over a specific time horizon.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund is designed for income and capital preservation rather than capital appreciation. |
| Momentum investor | Weak fit | The fund is not designed to capture market momentum but rather to provide yield through maturity. |
| Value investor | Mixed fit | Value-oriented investors may use it to lock in attractive yields when credit spreads are wide. |
| Dividend/Income investor | Strong fit | It provides consistent monthly income distributions derived from corporate bond coupons. |
| Low-risk investor | Strong fit | The focus on investment-grade bonds and a defined maturity date reduces long-term price volatility compared to equity funds. |
Investor Profile
Ideal Investor Profile
Income-focused investors who want a predictable, limited-duration bond investment without the hassle of selecting individual corporate bonds.
Suitability
Best for long-term holders intending to keep the fund until maturity, though it is liquid enough for tactical use.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The fund experiences limited price volatility compared to equities or long-duration bonds. |
| Market risk | Medium | General changes in interest rates will impact the market value of the bonds held. |
| Concentration | Medium | The portfolio is diversified across many issuers, mitigating single-issuer credit risk. |
| Tracking/expense | Low | The fund maintains a low expense ratio and manages tracking error effectively. |
| Liquidity | Low | High trading volume ensures ease of buying and selling. |
| Business/sector quality | Low | The fund invests only in investment-grade securities, reducing default risk. |
Risk Analysis
Volatility
Low, driven primarily by interest rate sensitivity and the time remaining until the 2027 maturity.
Market Risk
Subject to standard corporate bond risks including interest rate risk and credit spread risk.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Investment-Grade Corporate Bonds | 99 | These bonds provide the primary income stream and defined-maturity objective for the portfolio. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Small cash position held for daily liquidity and operational needs. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 14.88% | Avg. Invested days 123 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.