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ISIN
US45782C6984
CUSIP
45782C698
Issuer
Innovator
Inception Date
Jul 31, 2019
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Cboe S&P 500 Buffer Protect Index August
Domicile
United States
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$195M

Share Price Chart


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Performance

BAUG Performance Chart

Innovator U.S. Equity Buffer ETF - August (BAUG) is up 6.7% since the beginning of the year. BAUG is currently trading at $53 per share. Investors who bought $1,000 worth of BAUG shares 5 years ago would now be looking at an investment worth $1,694.


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S&P 500 Index

Returns By Period

Innovator U.S. Equity Buffer ETF - August (BAUG) has returned 6.74% so far this year and 19.96% over the past 12 months.


Innovator U.S. Equity Buffer ETF - August

1D
-0.06%
1M
0.78%
YTD
6.74%
6M
6.65%
1Y
19.96%
3Y*
17.58%
5Y*
11.12%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BAUG Monthly Returns History

Based on dividend-adjusted daily data since Aug 1, 2019, BAUG's average daily return is +0.05%, while the average monthly return is +0.97%. At this rate, an investment would double in approximately 6.0 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2020 with a return of +9.7%, while the worst month was Mar 2020 at -9.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BAUG closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +6.9%, while the worst single day was Mar 16, 2020 at -8.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.93%-0.19%-3.10%6.72%2.28%0.17%6.74%
20251.99%-0.68%-3.85%-0.60%4.64%4.24%2.46%1.71%2.16%1.08%0.32%0.73%14.81%
20241.34%3.95%2.56%-2.85%4.37%2.93%1.66%2.16%1.54%-0.45%3.68%-1.28%21.15%
20234.48%-1.53%2.43%0.82%0.35%5.10%3.22%-1.21%-3.54%-1.58%6.96%3.53%20.11%
2022-2.96%-2.00%3.04%-6.40%0.71%-4.17%6.19%-2.93%-7.23%6.30%3.97%-4.13%-10.30%
2021-0.88%1.43%2.99%0.96%0.65%0.61%0.33%1.74%-2.67%4.35%-0.93%3.07%12.06%

Benchmark Metrics

Innovator U.S. Equity Buffer ETF - August has an annualized alpha of 1.65%, beta of 0.67, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since August 01, 2019.

  • This ETF participated in 68.88% of S&P 500 Index downside but only 66.63% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.67 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
1.65%
Beta
0.67
0.94
Upside Capture
66.63%
Downside Capture
68.88%

Expense Ratio

BAUG has an expense ratio of 0.79%, placing it in the medium range.


Return for Risk

Risk / Return Rank

BAUG ranks 84 for risk / return — in the top 84% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


BAUG Risk / Return Rank: 8484
Overall Rank
BAUG Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
BAUG Sortino Ratio Rank: 8787
Sortino Ratio Rank
BAUG Omega Ratio Rank: 8787
Omega Ratio Rank
BAUG Calmar Ratio Rank: 7272
Calmar Ratio Rank
BAUG Martin Ratio Rank: 8787
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Innovator U.S. Equity Buffer ETF - August (BAUG) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BAUGBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.57

Sortino ratioReturn per unit of downside risk

+1.00

Omega ratioGain probability vs. loss probability

1.51

1.37

+0.15

Calmar ratioReturn relative to maximum drawdown

3.54

2.78

+0.76

Martin ratioReturn relative to average drawdown

17.94

12.44

+5.50

Dividends

Dividend History


Innovator U.S. Equity Buffer ETF - August doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Innovator U.S. Equity Buffer ETF - August. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Innovator U.S. Equity Buffer ETF - August was 24.19%, occurring on Mar 23, 2020. Recovery took 84 trading sessions.

The current Innovator U.S. Equity Buffer ETF - August drawdown is 0.16%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-24.19%Mar 2020
1mo 2d4mo 1d
5mo 3dFeb 2020 - Jul 2020
Bear market2022
-15.59%Oct 2022
9mo 10d8mo 21d
1y 5moJan 2022 - Jun 2023
2025 selloff2025
-13.78%Apr 2025
1mo 17d2mo 17d
4mo 4dFeb 2025 - Jun 2025
2023 pullback2023
-7.48%Oct 2023
2mo 27d26d
3mo 23dAug 2023 - Nov 2023
2026 pullback2026
-5.66%Mar 2026
1mo 2d14d
1mo 16dFeb 2026 - Apr 2026

Drawdown Indicators


BAUGBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-24.19%

-56.78%

+32.59%

Max Drawdown (1Y)

Largest decline over 1 year

-5.66%

-9.10%

+3.44%

Max Drawdown (3Y)

Largest decline over 3 years

-13.78%

-18.90%

+5.12%

Max Drawdown (5Y)

Largest decline over 5 years

-15.59%

-25.43%

+9.84%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.16%

-1.80%

+1.64%

Average Drawdown

Average peak-to-trough decline

-2.83%

-10.71%

+7.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.12%

2.03%

-0.91%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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