PortfoliosLab logoPortfoliosLab logo
Issuer
Innovator
Inception Date
Sep 29, 2023
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Alternatives
Assets Under Management
$11M

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

LOCT Performance Chart

Innovator Premium Income 15 Buffer ETF - October (LOCT) is up 2.6% since the beginning of the year. LOCT is currently trading at $24 per share.


Loading charts...

S&P 500 Index

Returns By Period

Innovator Premium Income 15 Buffer ETF - October (LOCT) has returned 2.55% so far this year and 5.80% over the past 12 months.


Innovator Premium Income 15 Buffer ETF - October

1D
0.00%
1M
0.39%
YTD
2.55%
6M
2.56%
1Y
5.80%
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)

LOCT Monthly Returns History

Based on dividend-adjusted daily data since Oct 2, 2023, LOCT's average daily return is +0.02%, while the average monthly return is +0.48%. At this rate, an investment would double in approximately 12.1 years.

Historically, 91% of months were positive and 9% were negative. The best month was Nov 2023 with a return of +2.0%, while the worst month was Mar 2026 at -0.5%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 1 months.

On a daily basis, LOCT closed higher 59% of trading days. The best single day was Apr 9, 2025 with a return of +3.5%, while the worst single day was Apr 4, 2025 at -2.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.35%0.12%-0.47%1.73%0.62%0.19%2.55%
20250.57%0.09%0.04%-0.11%1.36%0.73%0.43%0.38%0.38%0.36%0.49%0.70%5.56%
20240.46%0.30%0.45%0.36%0.51%0.41%0.45%0.39%0.47%-0.18%1.33%0.16%5.21%
20230.20%1.97%0.67%2.86%

Benchmark Metrics

Innovator Premium Income 15 Buffer ETF - October has an annualized alpha of 1.95%, beta of 0.18, and R2 of 0.62 versus S&P 500 Index. Calculated based on daily prices since October 02, 2023.

  • This ETF captured 15.00% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -4.90%) - a profile typical of hedging or uncorrelated assets.
  • Beta of 0.18 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
1.95%
Beta
0.18
0.62
Upside Capture
15.00%
Downside Capture
-4.90%

Expense Ratio

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


Return for Risk

Risk / Return Rank

LOCT ranks 91 for risk / return — in the top 91% 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.


LOCT Risk / Return Rank: 9191
Overall Rank
LOCT Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
LOCT Sortino Ratio Rank: 9191
Sortino Ratio Rank
LOCT Omega Ratio Rank: 9494
Omega Ratio Rank
LOCT Calmar Ratio Rank: 8787
Calmar Ratio Rank
LOCT Martin Ratio Rank: 9494
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 - October (LOCT) 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.


LOCTBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.67

Sortino ratioReturn per unit of downside risk

+1.40

Omega ratioGain probability vs. loss probability

1.67

1.37

+0.30

Calmar ratioReturn relative to maximum drawdown

4.74

2.78

+1.96

Martin ratioReturn relative to average drawdown

25.31

12.44

+12.87

Dividends

Dividend History

Innovator Premium Income 15 Buffer ETF - October provided a 5.13% dividend yield over the last twelve months, with an annual payout of $1.23 per share.


2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.50202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$1.23$1.22$1.49$0.40

Dividend yield

5.13%5.12%6.27%1.64%

Monthly Dividends

The table displays the monthly dividend distributions for Innovator Premium Income 15 Buffer ETF - October. 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$0.51
2025$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$1.22
2024$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.10$0.10$0.10$1.49
2023$0.13$0.13$0.13$0.40

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 Premium Income 15 Buffer ETF - October. 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 - October was 4.69%, occurring on Apr 8, 2025. Recovery took 22 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-4.69%Apr 2025
13d1mo 1d
1mo 14dMar 2025 - May 2025
2026 pullback2026
-1.23%Mar 2026
1mo 2d9d
1mo 11dFeb 2026 - Apr 2026
2025 selloff2025
-0.95%Mar 2025
19d13d
1mo 2dFeb 2025 - Mar 2025
2025 pullback2025
-0.93%Nov 2025
23d6d
29dOct 2025 - Nov 2025
2023 pullback2023
-0.74%Oct 2023
15d5d
20dOct 2023 - Nov 2023

Drawdown Indicators


LOCTBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-4.69%

-56.78%

+52.09%

Max Drawdown (1Y)

Largest decline over 1 year

-1.23%

-9.10%

+7.87%

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

-0.14%

-10.71%

+10.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.23%

2.03%

-1.80%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with LOCT

Add Innovator Premium Income 15 Buffer ETF - October 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 LOCT