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Issuer
Innovator
Inception Date
Jun 30, 2020
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Invesco QQQ Trust
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$214M

Share Price Chart


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Performance

NJUL Performance Chart

Innovator Nasdaq-100 Power Buffer ETF - July (NJUL) is up 6.3% since the beginning of the year. NJUL is currently trading at $77 per share. Investors who bought $1,000 worth of NJUL shares 5 years ago would now be looking at an investment worth $1,675.


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S&P 500 Index

Returns By Period

Innovator Nasdaq-100 Power Buffer ETF - July (NJUL) has returned 6.27% so far this year and 18.61% over the past 12 months.


Innovator Nasdaq-100 Power Buffer ETF - July

1D
0.15%
1M
0.57%
YTD
6.27%
6M
6.45%
1Y
18.61%
3Y*
14.76%
5Y*
10.87%
10Y*

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.17%
YTD
8.39%
6M
8.57%
1Y
24.06%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NJUL Monthly Returns History

Based on dividend-adjusted daily data since Jul 1, 2020, NJUL's average daily return is +0.04%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.

Historically, 67% of months were positive and 33% were negative. The best month was Jan 2023 with a return of +6.6%, while the worst month was Apr 2022 at -6.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, NJUL closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +6.7%, while the worst single day was Jun 13, 2022 at -3.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.70%-0.19%-2.16%6.34%1.45%0.18%6.27%
20251.42%-1.27%-4.51%0.67%6.17%6.08%1.30%0.73%2.39%1.48%-0.04%0.69%15.67%
20241.24%2.38%0.93%-0.92%3.19%0.89%-0.46%1.22%1.52%-0.26%3.06%0.41%13.93%
20236.57%-0.02%5.69%1.25%3.89%1.71%1.95%-0.40%-2.40%-0.79%6.04%3.10%29.52%
2022-2.48%-1.65%2.40%-6.42%0.90%-3.81%5.72%-2.07%-5.54%2.62%3.74%-4.91%-11.67%
2021-0.53%0.84%1.44%0.95%0.21%0.31%0.76%1.75%-1.92%2.93%-0.06%0.99%7.86%

Benchmark Metrics

Innovator Nasdaq-100 Power Buffer ETF - July has an annualized alpha of 1.66%, beta of 0.60, and R2 of 0.82 versus S&P 500 Index. Calculated based on daily prices since July 01, 2020.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (52.39%) than losses (50.76%) - typical of diversified or defensive assets.
  • Beta of 0.60 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
1.66%
Beta
0.60
0.82
Upside Capture
52.39%
Downside Capture
50.76%

Expense Ratio

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


Return for Risk

Risk / Return Rank

NJUL ranks 85 for risk / return — in the top 85% 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.


NJUL Risk / Return Rank: 8585
Overall Rank
NJUL Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
NJUL Sortino Ratio Rank: 8787
Sortino Ratio Rank
NJUL Omega Ratio Rank: 8787
Omega Ratio Rank
NJUL Calmar Ratio Rank: 7777
Calmar Ratio Rank
NJUL Martin Ratio Rank: 9090
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 Nasdaq-100 Power Buffer ETF - July (NJUL) 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.


NJULBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.61

Sortino ratioReturn per unit of downside risk

+1.11

Omega ratioGain probability vs. loss probability

1.52

1.35

+0.17

Calmar ratioReturn relative to maximum drawdown

3.79

2.66

+1.14

Martin ratioReturn relative to average drawdown

19.69

11.86

+7.82

Dividends

Dividend History


Innovator Nasdaq-100 Power Buffer ETF - July 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 Nasdaq-100 Power 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 Nasdaq-100 Power Buffer ETF - July was 14.37%, occurring on Oct 14, 2022. Recovery took 133 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-14.37%Oct 2022
9mo 13d6mo 15d
1y 3moJan 2022 - Apr 2023
2025 selloff2025
-13.58%Apr 2025
1mo 17d1mo 26d
3mo 13dFeb 2025 - Jun 2025
2024 pullback2024
-6.67%Aug 2024
25d1mo 22d
2mo 17dJul 2024 - Sep 2024
2023 pullback2023
-5.17%Oct 2023
3mo 9d15d
3mo 24dJul 2023 - Nov 2023
2026 pullback2026
-4.93%Mar 2026
2mo10d
2mo 10dJan 2026 - Apr 2026

Drawdown Indicators


NJULBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-14.37%

-56.78%

+42.41%

Max Drawdown (1Y)

Largest decline over 1 year

-4.93%

-9.10%

+4.17%

Max Drawdown (3Y)

Largest decline over 3 years

-13.58%

-18.90%

+5.32%

Max Drawdown (5Y)

Largest decline over 5 years

-14.37%

-25.43%

+11.06%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

-2.49%

+2.49%

Average Drawdown

Average peak-to-trough decline

-2.29%

-10.72%

+8.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.95%

2.03%

-1.08%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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