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Issuer
Innovator
Inception Date
Nov 29, 2019
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
S&P 500
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$1B

Share Price Chart


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Performance

PDEC Performance Chart

Innovator U.S. Equity Power Buffer ETF - December (PDEC) is up 5.9% since the beginning of the year. PDEC is currently trading at $46 per share. Investors who bought $1,000 worth of PDEC shares 5 years ago would now be looking at an investment worth $1,517.


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S&P 500 Index

Returns By Period

Innovator U.S. Equity Power Buffer ETF - December (PDEC) has returned 5.92% so far this year and 18.00% over the past 12 months.


Innovator U.S. Equity Power Buffer ETF - December

1D
0.07%
1M
2.32%
YTD
5.92%
6M
6.50%
1Y
18.00%
3Y*
12.47%
5Y*
8.69%
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)

PDEC Monthly Returns History

Based on dividend-adjusted daily data since Dec 2, 2019, PDEC's average daily return is +0.04%, while the average monthly return is +0.74%. At this rate, an investment would double in approximately 7.8 years.

Historically, 70% of months were positive and 30% were negative. The best month was Nov 2023 with a return of +8.4%, while the worst month was Mar 2020 at -6.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, PDEC closed higher 55% of trading days. The best single day was Mar 13, 2020 with a return of +5.6%, while the worst single day was Mar 12, 2020 at -7.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.69%-0.18%-2.52%5.62%2.29%0.07%5.92%
20251.64%-0.72%-3.02%-0.40%3.55%3.17%1.42%1.33%2.19%1.26%1.41%0.53%12.91%
20241.03%2.03%1.15%-1.00%2.36%1.15%0.59%0.93%0.60%0.65%0.70%-1.06%9.46%
20233.95%-1.35%2.61%0.76%0.25%4.75%2.25%-0.97%-3.98%-2.38%8.42%2.48%17.43%
2022-2.20%-1.64%2.16%-5.01%0.64%-3.66%4.47%-1.22%-4.03%5.23%2.77%-2.95%-5.95%
2021-1.06%1.53%2.16%1.48%0.50%0.51%0.28%0.69%-0.17%0.82%0.16%2.35%9.59%

Benchmark Metrics

Innovator U.S. Equity Power Buffer ETF - December has an annualized alpha of 1.18%, beta of 0.51, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since December 03, 2019.

  • This ETF participated in 50.81% of S&P 500 Index downside but only 46.28% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.51 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
1.18%
Beta
0.51
0.89
Upside Capture
46.28%
Downside Capture
50.81%

Expense Ratio

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


Return for Risk

Risk / Return Rank

PDEC ranks 83 for risk / return — in the top 83% 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.


PDEC Risk / Return Rank: 8383
Overall Rank
PDEC Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
PDEC Sortino Ratio Rank: 8686
Sortino Ratio Rank
PDEC Omega Ratio Rank: 8585
Omega Ratio Rank
PDEC Calmar Ratio Rank: 7474
Calmar Ratio Rank
PDEC Martin Ratio Rank: 8888
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 Power Buffer ETF - December (PDEC) and compare them to S&P 500 Index.


PDECBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.68

2.39

+0.29

Sortino ratio

Return per unit of downside risk

3.94

3.25

+0.68

Omega ratio

Gain probability vs. loss probability

1.53

1.43

+0.10

Calmar ratio

Return relative to maximum drawdown

3.78

3.11

+0.67

Martin ratio

Return relative to average drawdown

19.58

14.38

+5.20

Dividends

Dividend History


Innovator U.S. Equity Power Buffer ETF - December 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. Equity Power Buffer ETF - December. 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 Power Buffer ETF - December was 19.31%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-19.31%Mar 2020
1mo 2d4mo 15d
5mo 17dFeb 2020 - Aug 2020
Bear market2022
-11.53%Jun 2022
5mo 13d11mo 6d
1y 4moJan 2022 - May 2023
2025 selloff2025
-10.77%Apr 2025
1mo 17d2mo 17d
4mo 4dFeb 2025 - Jun 2025
2023 pullback2023
-7.90%Oct 2023
2mo 27d24d
3mo 21dAug 2023 - Nov 2023
2026 pullback2026
-4.78%Mar 2026
1mo 2d15d
1mo 17dFeb 2026 - Apr 2026

Drawdown Indicators


PDECBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-19.31%

-56.78%

+37.47%

Max Drawdown (1Y)

Largest decline over 1 year

-4.78%

-9.10%

+4.32%

Max Drawdown (3Y)

Largest decline over 3 years

-10.77%

-18.90%

+8.13%

Max Drawdown (5Y)

Largest decline over 5 years

-11.53%

-25.43%

+13.90%

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

-2.02%

-10.72%

+8.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.92%

1.97%

-1.05%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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