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Issuer
Innovator
Inception Date
Jun 28, 2024
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Alternatives
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

LJUL Performance Chart

Innovator Premium Income 15 Buffer ETF - July (LJUL) is up 2.0% since the beginning of the year. LJUL is currently trading at $24 per share.


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S&P 500 Index

Returns By Period

Innovator Premium Income 15 Buffer ETF - July (LJUL) has returned 2.02% so far this year and 5.58% over the past 12 months.


Innovator Premium Income 15 Buffer ETF - July

1D
0.04%
1M
0.27%
YTD
2.02%
6M
2.09%
1Y
5.58%
3Y*
5Y*
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)

LJUL Monthly Returns History

Based on dividend-adjusted daily data since Jul 1, 2024, LJUL's average daily return is +0.01%, while the average monthly return is +0.29%. At this rate, an investment would double in approximately 19.9 years.

Historically, 96% of months were positive and 4% were negative. The best month was Nov 2024 with a return of +0.9%, while the worst month was Jul 2024 at -3.4%. The longest winning streak lasted 23 consecutive months, and the longest losing streak was 1 months.

On a daily basis, LJUL closed higher 60% of trading days. The best single day was Apr 9, 2025 with a return of +2.7%, while the worst single day was Jul 1, 2024 at -4.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.29%0.26%0.16%0.73%0.37%0.19%2.02%
20250.53%0.27%0.21%0.45%0.67%0.28%0.55%0.78%0.66%0.34%0.47%0.56%5.91%
2024-3.36%0.69%0.67%0.09%0.91%0.21%-0.86%

Benchmark Metrics

Innovator Premium Income 15 Buffer ETF - July has an annualized alpha of 0.96%, beta of 0.15, and R2 of 0.35 versus S&P 500 Index. Calculated based on daily prices since July 01, 2024.

  • This ETF captured 7.31% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -14.39%) - a profile typical of hedging or uncorrelated assets.
  • Beta of 0.15 may look defensive, but with R2 of 0.35 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.35 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
0.96%
Beta
0.15
0.35
Upside Capture
7.31%
Downside Capture
-14.39%

Expense Ratio

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


Return for Risk

Risk / Return Rank

LJUL ranks 97 for risk / return — in the top 97% 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.


LJUL Risk / Return Rank: 9797
Overall Rank
LJUL Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
LJUL Sortino Ratio Rank: 9797
Sortino Ratio Rank
LJUL Omega Ratio Rank: 9797
Omega Ratio Rank
LJUL Calmar Ratio Rank: 9797
Calmar Ratio Rank
LJUL Martin Ratio Rank: 9898
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 Premium Income 15 Buffer ETF - July (LJUL) 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.


LJULBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+1.52

Sortino ratioReturn per unit of downside risk

+3.06

Omega ratioGain probability vs. loss probability

1.88

1.37

+0.51

Calmar ratioReturn relative to maximum drawdown

10.68

2.78

+7.90

Martin ratioReturn relative to average drawdown

53.94

12.44

+41.50

Dividends

Dividend History

Innovator Premium Income 15 Buffer ETF - July provided a 5.22% dividend yield over the last twelve months, with an annual payout of $1.25 per share.


3.00%3.50%4.00%4.50%5.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$1.25$1.28$0.66

Dividend yield

5.22%5.36%2.78%

Monthly Dividends

The table displays the monthly dividend distributions for Innovator Premium Income 15 Buffer ETF - July. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.10$0.10$0.10$0.10$0.10$0.00$0.52
2025$0.11$0.11$0.11$0.11$0.11$0.11$0.10$0.10$0.10$0.10$0.10$0.10$1.28
2024$0.11$0.11$0.11$0.11$0.11$0.11$0.66

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 Premium Income 15 Buffer ETF - July. 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 Premium Income 15 Buffer ETF - July was 4.85%, occurring on Aug 5, 2024. Recovery took 134 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

2024 pullback2024
-4.85%Aug 2024
1mo 5d6mo 17d
7mo 22dJul 2024 - Feb 2025
2025 selloff2025
-3.21%Apr 2025
13d16d
29dMar 2025 - Apr 2025
2025 pullback2025
-0.52%Nov 2025
7d5d
12dNov 2025 - Nov 2025
2025 selloff2025
-0.42%Mar 2025
20d8d
28dFeb 2025 - Mar 2025
2026 pullback2026
-0.42%Mar 2026
9d4d
13dMar 2026 - Mar 2026

Drawdown Indicators


LJULBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-4.85%

-56.78%

+51.93%

Max Drawdown (1Y)

Largest decline over 1 year

-0.52%

-9.10%

+8.58%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-0.69%

-10.71%

+10.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.10%

2.03%

-1.93%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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