PortfoliosLab logoPortfoliosLab logo
Issuer
Innovator
Inception Date
Apr 30, 2020
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
S&P 500 Price Return Index
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$235M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

BMAY Performance Chart

Innovator U.S. Equity Buffer ETF - May (BMAY) is up 6.3% since the beginning of the year. BMAY is currently trading at $48 per share. Investors who bought $1,000 worth of BMAY shares 5 years ago would now be looking at an investment worth $1,557.


Loading charts...

S&P 500 Index

Returns By Period

Innovator U.S. Equity Buffer ETF - May (BMAY) has returned 6.28% so far this year and 15.87% over the past 12 months.


Innovator U.S. Equity Buffer ETF - May

1D
0.02%
1M
3.10%
YTD
6.28%
6M
7.34%
1Y
15.87%
3Y*
15.57%
5Y*
9.26%
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BMAY Monthly Returns History

Based on dividend-adjusted daily data since May 1, 2020, BMAY's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.

Historically, 69% of months were positive and 31% were negative. The best month was Nov 2023 with a return of +7.0%, while the worst month was Apr 2022 at -7.8%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BMAY closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +7.3%, while the worst single day was Apr 4, 2025 at -4.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.71%0.35%-0.92%2.91%3.05%0.08%6.28%
20251.59%-0.02%-3.13%-0.58%4.05%2.83%1.24%1.27%1.29%0.72%0.56%0.97%11.16%
20241.41%2.67%0.97%0.73%3.46%2.36%0.84%1.82%1.21%-0.17%2.92%-0.56%19.06%
20233.83%-1.20%1.58%-0.18%0.47%4.82%1.86%-0.55%-3.46%-1.52%7.03%3.39%16.73%
2022-2.29%-1.93%3.04%-7.79%0.13%-6.12%6.70%-2.72%-6.95%6.09%3.74%-3.87%-12.54%
2021-0.64%1.56%1.18%0.45%0.79%1.47%1.44%1.65%-2.55%4.09%-0.84%2.73%11.76%

Benchmark Metrics

Innovator U.S. Equity Buffer ETF - May has an annualized alpha of 0.18%, beta of 0.62, and R2 of 0.90 versus S&P 500 Index. Calculated based on daily prices since May 04, 2020.

  • This ETF participated in 58.15% of S&P 500 Index downside but only 52.85% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.62 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
0.18%
Beta
0.62
0.90
Upside Capture
52.85%
Downside Capture
58.15%

Expense Ratio

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


Return for Risk

Risk / Return Rank

BMAY ranks 92 for risk / return — in the top 92% 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.


BMAY Risk / Return Rank: 9292
Overall Rank
BMAY Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
BMAY Sortino Ratio Rank: 9393
Sortino Ratio Rank
BMAY Omega Ratio Rank: 9494
Omega Ratio Rank
BMAY Calmar Ratio Rank: 8989
Calmar Ratio Rank
BMAY Martin Ratio Rank: 9595
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 - May (BMAY) and compare them to S&P 500 Index.


BMAYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

3.04

2.39

+0.65

Sortino ratio

Return per unit of downside risk

4.65

3.25

+1.39

Omega ratio

Gain probability vs. loss probability

1.68

1.43

+0.25

Calmar ratio

Return relative to maximum drawdown

5.40

3.11

+2.29

Martin ratio

Return relative to average drawdown

31.62

14.38

+17.24

Dividends

Dividend History


Innovator U.S. Equity Buffer ETF - May 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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Innovator U.S. Equity Buffer ETF - May. 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 - May was 17.66%, occurring on Oct 14, 2022. Recovery took 292 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-17.66%Oct 2022
9mo 12d1y 2mo
1y 11moJan 2022 - Dec 2023
2025 selloff2025
-12.75%Apr 2025
1mo 17d1mo 29d
3mo 16dFeb 2025 - Jun 2025
2024 pullback2024
-5.16%Aug 2024
19d14d
1mo 3dJul 2024 - Aug 2024
2020 pullback2020
-4.87%Jun 2020
2d1mo 6d
1mo 8dJun 2020 - Jul 2020
2020 pullback2020
-3.70%Oct 2020
17d6d
23dOct 2020 - Nov 2020

Drawdown Indicators


BMAYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-17.66%

-56.78%

+39.12%

Max Drawdown (1Y)

Largest decline over 1 year

-2.95%

-9.10%

+6.15%

Max Drawdown (3Y)

Largest decline over 3 years

-12.75%

-18.90%

+6.15%

Max Drawdown (5Y)

Largest decline over 5 years

-17.66%

-25.43%

+7.77%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-3.09%

-10.72%

+7.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.50%

1.97%

-1.47%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with BMAY

Add Innovator U.S. Equity Buffer ETF - May to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with BMAY