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Issuer
Innovator
Inception Date
Jan 31, 2020
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
$924M

Share Price Chart


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Performance

PFEB Performance Chart

Innovator U.S. Equity Power Buffer ETF - February (PFEB) is up 5.5% since the beginning of the year. PFEB is currently trading at $43 per share. Investors who bought $1,000 worth of PFEB 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 - February (PFEB) has returned 5.50% so far this year and 15.42% over the past 12 months.


Innovator U.S. Equity Power Buffer ETF - February

1D
-0.17%
1M
0.40%
YTD
5.50%
6M
5.60%
1Y
15.42%
3Y*
12.18%
5Y*
8.69%
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)

PFEB Monthly Returns History

Based on dividend-adjusted daily data since Feb 3, 2020, PFEB's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, an investment would double in approximately 7.7 years.

Historically, 70% of months were positive and 30% were negative. The best month was Apr 2020 with a return of +6.9%, while the worst month was Mar 2020 at -7.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, PFEB closed higher 57% of trading days. The best single day was Mar 24, 2020 with a return of +6.6%, while the worst single day was Mar 16, 2020 at -9.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.26%-0.39%-2.36%5.16%2.13%-0.25%5.50%
20250.87%-0.46%-3.06%-0.36%3.75%2.65%1.45%1.17%1.74%0.81%0.70%1.06%10.65%
20241.10%2.21%1.24%-1.17%2.52%1.50%0.57%1.25%0.75%0.11%1.66%0.33%12.71%
20232.29%-1.48%2.13%1.13%0.51%3.64%1.49%-0.15%-2.40%-1.40%6.32%2.25%14.96%
20220.24%-1.43%1.59%-4.57%0.61%-4.22%4.69%-1.86%-4.08%4.59%2.77%-0.63%-2.84%
20210.99%1.44%2.50%1.89%0.71%0.50%0.49%0.75%-0.58%1.41%-0.21%1.11%11.52%

Benchmark Metrics

Innovator U.S. Equity Power Buffer ETF - February has an annualized alpha of 1.49%, beta of 0.51, and R2 of 0.87 versus S&P 500 Index. Calculated based on daily prices since February 03, 2020.

  • This ETF participated in 42.95% of S&P 500 Index downside but only 42.86% 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
1.49%
Beta
0.51
0.87
Upside Capture
42.86%
Downside Capture
42.95%

Expense Ratio

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


Return for Risk

Risk / Return Rank

PFEB ranks 82 for risk / return — in the top 82% 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.


PFEB Risk / Return Rank: 8282
Overall Rank
PFEB Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
PFEB Sortino Ratio Rank: 8888
Sortino Ratio Rank
PFEB Omega Ratio Rank: 8888
Omega Ratio Rank
PFEB Calmar Ratio Rank: 6868
Calmar Ratio Rank
PFEB Martin Ratio Rank: 8686
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 - February (PFEB) 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.


PFEBBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.53

Sortino ratioReturn per unit of downside risk

+1.08

Omega ratioGain probability vs. loss probability

1.52

1.37

+0.16

Calmar ratioReturn relative to maximum drawdown

3.29

2.78

+0.50

Martin ratioReturn relative to average drawdown

17.18

12.44

+4.74

Dividends

Dividend History


Innovator U.S. Equity Power Buffer ETF - February 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 - February. 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 - February was 19.98%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.

The current Innovator U.S. Equity Power Buffer ETF - February drawdown is 0.38%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-19.98%Mar 2020
1mo 2d4mo 20d
5mo 22dFeb 2020 - Aug 2020
Bear market2022
-11.05%Jun 2022
2mo 18d11mo 6d
1y 1moMar 2022 - May 2023
2025 selloff2025
-10.58%Apr 2025
1mo 18d2mo 3d
3mo 21dFeb 2025 - Jun 2025
2023 pullback2023
-5.18%Oct 2023
1mo 12d18d
2moSep 2023 - Nov 2023
Bear market2022
-4.87%Mar 2022
1mo 3d21d
1mo 24dFeb 2022 - Mar 2022

Drawdown Indicators


PFEBBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-19.98%

-56.78%

+36.80%

Max Drawdown (1Y)

Largest decline over 1 year

-4.71%

-9.10%

+4.39%

Max Drawdown (3Y)

Largest decline over 3 years

-10.58%

-18.90%

+8.32%

Max Drawdown (5Y)

Largest decline over 5 years

-11.05%

-25.43%

+14.38%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.38%

-1.80%

+1.42%

Average Drawdown

Average peak-to-trough decline

-1.82%

-10.71%

+8.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.90%

2.03%

-1.13%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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