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ISIN
US45782C8139
CUSIP
45782C813
Issuer
Innovator
Inception Date
Aug 7, 2018
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Cboe S&P 500 Buffer Protect Index July
Domicile
United States
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

PJUL Performance Chart

Innovator U.S. Equity Power Buffer ETF - July (PJUL) is up 4.6% since the beginning of the year. PJUL is currently trading at $49 per share. Investors who bought $1,000 worth of PJUL shares 5 years ago would now be looking at an investment worth $1,646.


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S&P 500 Index

Returns By Period

Innovator U.S. Equity Power Buffer ETF - July (PJUL) has returned 4.63% so far this year and 15.92% over the past 12 months.


Innovator U.S. Equity Power Buffer ETF - July

1D
0.10%
1M
1.23%
YTD
4.63%
6M
5.37%
1Y
15.92%
3Y*
13.91%
5Y*
10.48%
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)

PJUL Monthly Returns History

Based on dividend-adjusted daily data since Aug 8, 2018, PJUL'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, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +8.3%, while the worst month was Mar 2020 at -7.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, PJUL closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +6.4%, while the worst single day was Mar 16, 2020 at -7.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.78%0.00%-1.76%4.33%1.17%0.12%4.63%
20251.41%-0.34%-3.41%-0.35%4.19%5.08%1.09%1.20%1.65%0.57%0.46%0.78%12.78%
20241.02%2.68%1.17%-0.71%2.31%0.70%0.90%1.68%1.56%-0.62%3.16%-0.80%13.76%
20233.78%-1.31%2.33%1.52%0.28%6.24%1.78%-0.52%-2.74%-1.19%5.56%2.96%19.87%
2022-1.39%-0.73%1.66%-4.01%0.22%-0.46%4.59%-1.92%-5.08%4.65%3.29%-2.38%-2.08%
2021-0.56%1.09%1.45%0.48%0.25%0.22%0.95%0.77%-1.23%2.45%-0.75%1.92%7.20%

Benchmark Metrics

Innovator U.S. Equity Power Buffer ETF - July has an annualized alpha of 2.24%, beta of 0.47, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since August 09, 2018.

  • This ETF participated in 46.53% of S&P 500 Index downside but only 45.89% of its upside - more exposed to losses than it benefited from rallies.
  • This ETF generated an annualized alpha of 2.24% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • Beta of 0.47 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
2.24%
Beta
0.47
0.86
Upside Capture
45.89%
Downside Capture
46.53%

Expense Ratio

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


Return for Risk

Risk / Return Rank

PJUL ranks 88 for risk / return — in the top 88% 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.


PJUL Risk / Return Rank: 8888
Overall Rank
PJUL Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
PJUL Sortino Ratio Rank: 9090
Sortino Ratio Rank
PJUL Omega Ratio Rank: 9191
Omega Ratio Rank
PJUL Calmar Ratio Rank: 8282
Calmar Ratio Rank
PJUL Martin Ratio Rank: 9292
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 - July (PJUL) and compare them to S&P 500 Index.


PJULBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.82

2.39

+0.44

Sortino ratio

Return per unit of downside risk

4.27

3.25

+1.02

Omega ratio

Gain probability vs. loss probability

1.61

1.43

+0.18

Calmar ratio

Return relative to maximum drawdown

4.39

3.11

+1.27

Martin ratio

Return relative to average drawdown

24.13

14.38

+9.75

Dividends

Dividend History

Innovator U.S. Equity Power Buffer ETF - July provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.20%0.40%0.60%0.80%$0.00$0.05$0.10$0.15$0.202019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.22

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.82%

Monthly Dividends

The table displays the monthly dividend distributions for Innovator U.S. Equity Power Buffer ETF - July. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

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 - 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 U.S. Equity Power Buffer ETF - July was 18.17%, occurring on Mar 23, 2020. Recovery took 52 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-18.17%Mar 2020
1mo 2d2mo 14d
3mo 16dFeb 2020 - Jun 2020
2025 selloff2025
-10.69%Apr 2025
1mo 17d1mo 26d
3mo 13dFeb 2025 - Jun 2025
Rate-hike selloffLate 2018
-9.29%Dec 2018
2mo 23d3mo 15d
6mo 8dOct 2018 - Apr 2019
Bear market2022
-8.27%Sep 2022
1mo 14d3mo 28d
5mo 12dAug 2022 - Jan 2023
Bear market2022
-6.92%Jun 2022
2mo 18d1mo 26d
4mo 14dMar 2022 - Aug 2022

Drawdown Indicators


PJULBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-18.17%

-56.78%

+38.61%

Max Drawdown (1Y)

Largest decline over 1 year

-3.64%

-9.10%

+5.46%

Max Drawdown (3Y)

Largest decline over 3 years

-10.69%

-18.90%

+8.21%

Max Drawdown (5Y)

Largest decline over 5 years

-10.69%

-25.43%

+14.74%

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

-1.47%

-10.72%

+9.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.66%

1.97%

-1.31%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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