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Innovator Defined Wealth Shield ETF (BALT)

ETF · Currency in USD
Issuer
Innovator
Inception Date
Jul 1, 2021
Region
North America (U.S.)
Category
n/a
Expense Ratio
0.69%
Index Tracked
NONE
ETF Home Page
www.innovatoretfs.com
Asset Class
Equity

Asset Class Size

Large-Cap

BALTPrice Chart


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BALTPerformance

The chart shows the growth of $10,000 invested in Innovator Defined Wealth Shield ETF on Mar 11, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $1,074 for a total return of roughly -89.26%. All prices are adjusted for splits and dividends.


BALT (Innovator Defined Wealth Shield ETF)
Benchmark (S&P 500)

BALTReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-1.96%1.45%
6M-16.20%6.72%
YTD-40.24%3.29%
1Y-72.22%7.32%
5Y-32.52%14.85%
10Y-34.10%12.26%

BALTMonthly Returns Heatmap


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BALTSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Innovator Defined Wealth Shield ETF Sharpe ratio is -1.08. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


BALT (Innovator Defined Wealth Shield ETF)
Benchmark (S&P 500)

BALTDividends


Innovator Defined Wealth Shield ETF doesn't pay dividends

BALTDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


BALT (Innovator Defined Wealth Shield ETF)
Benchmark (S&P 500)

BALTWorst Drawdowns

The table below shows the maximum drawdowns of the Innovator Defined Wealth Shield ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Innovator Defined Wealth Shield ETF is 91.27%, recorded on Mar 19, 2015. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-91.27%Apr 26, 20101234Mar 19, 2015
-6.56%Mar 15, 201021Apr 13, 20108Apr 23, 201029
-0.36%Mar 11, 20101Mar 11, 20101Mar 12, 20102

BALTVolatility Chart

Current Innovator Defined Wealth Shield ETF volatility is 47.43%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


BALT (Innovator Defined Wealth Shield ETF)
Benchmark (S&P 500)

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