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Innovator U.S. Small Cap Power Buffer ETF - Septem...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US45784N3044
CUSIP
45784N304
Issuer
Innovator
Inception Date
Aug 30, 2024
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Small-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Innovator U.S. Small Cap Power Buffer ETF - September, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Innovator U.S. Small Cap Power Buffer ETF - September (KSEP) has returned 1.13% so far this year and 14.69% over the past 12 months.


Innovator U.S. Small Cap Power Buffer ETF - September

1D
2.01%
1M
-2.00%
YTD
1.13%
6M
2.94%
1Y
14.69%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Sep 3, 2024, KSEP's average daily return is +0.03%, while the average monthly return is +0.68%. At this rate, your investment would double in approximately 8.5 years.

Historically, 68% of months were positive and 32% were negative. The best month was Nov 2024 with a return of +5.1%, while the worst month was Dec 2024 at -3.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, KSEP closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +5.2%, while the worst single day was Apr 3, 2025 at -3.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.80%0.38%-2.00%1.13%
20251.80%-2.90%-3.18%-1.16%2.61%2.53%0.43%4.82%1.78%0.71%0.91%0.15%8.54%
20242.33%-0.58%5.10%-3.59%3.08%

Benchmark Metrics

Innovator U.S. Small Cap Power Buffer ETF - September has an annualized alpha of 1.27%, beta of 0.61, and R² of 0.73 versus S&P 500 Index. Calculated based on daily prices since September 04, 2024.

  • This ETF participated in 76.01% of S&P 500 Index downside but only 70.16% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.61 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
1.27%
Beta
0.61
0.73
Upside Capture
70.16%
Downside Capture
76.01%

Expense Ratio

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


Return for Risk

Risk / Return Rank

KSEP ranks 65 for risk / return — better than 65% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


KSEP Risk / Return Rank: 6565
Overall Rank
KSEP Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
KSEP Sortino Ratio Rank: 6565
Sortino Ratio Rank
KSEP Omega Ratio Rank: 5858
Omega Ratio Rank
KSEP Calmar Ratio Rank: 6767
Calmar Ratio Rank
KSEP Martin Ratio Rank: 7575
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. Small Cap Power Buffer ETF - September (KSEP) and compare them to a chosen benchmark (S&P 500 Index).


KSEPBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.12

0.90

+0.23

Sortino ratio

Return per unit of downside risk

1.71

1.39

+0.32

Omega ratio

Gain probability vs. loss probability

1.22

1.21

+0.01

Calmar ratio

Return relative to maximum drawdown

1.76

1.40

+0.36

Martin ratio

Return relative to average drawdown

8.12

6.61

+1.52

Explore KSEP risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


Innovator U.S. Small Cap Power Buffer ETF - September 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. Small Cap Power Buffer ETF - September. 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. Small Cap Power Buffer ETF - September was 14.92%, occurring on Apr 8, 2025. Recovery took 94 trading sessions.

The current Innovator U.S. Small Cap Power Buffer ETF - September drawdown is 2.84%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-14.92%Nov 26, 202490Apr 8, 202594Aug 22, 2025184
-4.75%Jan 23, 202646Mar 30, 2026
-4.31%Oct 28, 202518Nov 20, 20258Dec 3, 202526
-2.32%Nov 12, 20244Nov 15, 20246Nov 25, 202410
-1.83%Oct 17, 202411Oct 31, 20244Nov 6, 202415

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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