Innovator Defined Wealth Shield ETF (BALT)
BALT is an actively managed ETF by Innovator. BALT launched on Jul 1, 2021 and has a 0.69% expense ratio.
Share Price Chart
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Performance
The chart shows the growth of $10,000 invested in Innovator Defined Wealth Shield ETF in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,482 for a total return of roughly 4.82%. All prices are adjusted for splits and dividends.
Compare to other instruments
Return
Innovator Defined Wealth Shield ETF had a return of 1.40% year-to-date (YTD) and 4.17% in the last 12 months. Over the past 10 years, Innovator Defined Wealth Shield ETF had an annualized return of 2.80%, while the S&P 500 had an annualized return of -5.45%, indicating that Innovator Defined Wealth Shield ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -0.02% | -5.31% |
| Year-To-Date | 1.40% | 2.01% |
| 6 months | 3.02% | 0.39% |
| 1 year | 4.17% | -10.12% |
| 5 years (annualized) | 2.80% | -5.45% |
| 10 years (annualized) | 2.80% | -5.45% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 1.06% | 0.07% | ||||||||||
| 2022 | -1.45% | 1.40% | 1.15% | 0.52% |
Dividend History
Innovator Defined Wealth Shield ETF doesn't pay dividends
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst 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 2.16%, recorded on Jun 16, 2022. It took 14 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -2.16% | Jan 5, 2022 | 113 | Jun 16, 2022 | 14 | Jul 8, 2022 | 127 |
| -1.98% | Sep 13, 2022 | 22 | Oct 12, 2022 | 21 | Nov 10, 2022 | 43 |
| -0.76% | Mar 7, 2023 | 4 | Mar 10, 2023 | — | — | — |
| -0.68% | Aug 26, 2022 | 7 | Sep 6, 2022 | 4 | Sep 12, 2022 | 11 |
| -0.58% | Sep 28, 2021 | 5 | Oct 4, 2021 | 11 | Oct 19, 2021 | 16 |
| -0.46% | Jul 11, 2022 | 4 | Jul 14, 2022 | 3 | Jul 19, 2022 | 7 |
| -0.34% | Aug 19, 2022 | 3 | Aug 23, 2022 | 2 | Aug 25, 2022 | 5 |
| -0.34% | Jan 17, 2023 | 3 | Jan 19, 2023 | 1 | Jan 20, 2023 | 4 |
| -0.31% | Feb 8, 2023 | 12 | Feb 24, 2023 | 5 | Mar 3, 2023 | 17 |
| -0.31% | Jul 15, 2021 | 3 | Jul 19, 2021 | 4 | Jul 23, 2021 | 7 |
Volatility Chart
Current Innovator Defined Wealth Shield ETF volatility is 3.52%. 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.