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ISIN
US45782C6729
CUSIP
45782C672
Issuer
Innovator
Inception Date
Jul 31, 2019
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
S&P 500
Domicile
United States
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$167M

Share Price Chart


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Performance

UAUG Performance Chart

Innovator U.S. Equity Ultra Buffer ETF - August (UAUG) is up 5.1% since the beginning of the year. UAUG is currently trading at $42 per share. Investors who bought $1,000 worth of UAUG shares 5 years ago would now be looking at an investment worth $1,471.


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S&P 500 Index

Returns By Period

Innovator U.S. Equity Ultra Buffer ETF - August (UAUG) has returned 5.12% so far this year and 15.38% over the past 12 months.


Innovator U.S. Equity Ultra Buffer ETF - August

1D
-0.01%
1M
0.65%
YTD
5.12%
6M
5.07%
1Y
15.38%
3Y*
14.24%
5Y*
8.03%
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)

UAUG Monthly Returns History

Based on dividend-adjusted daily data since Aug 1, 2019, UAUG's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, an investment would double in approximately 8.8 years.

Historically, 66% of months were positive and 34% were negative. The best month was Jun 2023 with a return of +5.9%, while the worst month was Mar 2020 at -5.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, UAUG closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +4.5%, while the worst single day was Mar 16, 2020 at -6.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.75%-0.00%-2.18%4.83%1.49%0.25%5.12%
20251.65%-0.54%-3.57%-0.24%4.43%3.76%2.21%1.14%1.61%0.66%0.29%0.60%12.42%
20241.11%3.22%1.78%-1.62%3.30%1.42%0.89%1.68%1.47%-0.44%2.71%-0.87%15.51%
20232.99%-1.50%2.09%0.94%-0.29%5.89%3.22%-0.81%-2.88%-1.08%5.22%3.05%17.71%
2022-1.40%-1.07%1.66%-4.09%-0.55%-2.79%0.06%-1.89%-4.28%3.56%2.53%-2.78%-10.81%
2021-0.58%0.72%1.04%0.66%0.19%0.32%0.26%0.89%-1.54%2.07%-0.57%1.43%4.94%

Benchmark Metrics

Innovator U.S. Equity Ultra Buffer ETF - August has an annualized alpha of 1.97%, beta of 0.40, and R2 of 0.84 versus S&P 500 Index. Calculated based on daily prices since August 01, 2019.

  • This ETF participated in 44.91% of S&P 500 Index downside but only 41.10% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.40 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
1.97%
Beta
0.40
0.84
Upside Capture
41.10%
Downside Capture
44.91%

Expense Ratio

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


Return for Risk

Risk / Return Rank

UAUG ranks 89 for risk / return — in the top 89% 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.


UAUG Risk / Return Rank: 8989
Overall Rank
UAUG Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
UAUG Sortino Ratio Rank: 9292
Sortino Ratio Rank
UAUG Omega Ratio Rank: 9292
Omega Ratio Rank
UAUG Calmar Ratio Rank: 7878
Calmar Ratio Rank
UAUG Martin Ratio Rank: 9191
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 Ultra Buffer ETF - August (UAUG) 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.


UAUGBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.87

Sortino ratioReturn per unit of downside risk

+1.54

Omega ratioGain probability vs. loss probability

1.60

1.37

+0.24

Calmar ratioReturn relative to maximum drawdown

3.90

2.78

+1.11

Martin ratioReturn relative to average drawdown

20.68

12.44

+8.24

Dividends

Dividend History

Innovator U.S. Equity Ultra Buffer ETF - August 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$0.21

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.83%

Monthly Dividends

The table displays the monthly dividend distributions for Innovator U.S. Equity Ultra Buffer ETF - August. 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 Ultra Buffer ETF - August. 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 Ultra Buffer ETF - August was 13.91%, occurring on Oct 12, 2022. Recovery took 190 trading sessions.

The current Innovator U.S. Equity Ultra Buffer ETF - August drawdown is 0.03%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-13.91%Oct 2022
9mo 10d9mo 9d
1y 6moJan 2022 - Jul 2023
COVID crash2020
-13.63%Mar 2020
29d3mo 27d
4mo 26dFeb 2020 - Jul 2020
2025 selloff2025
-10.35%Apr 2025
1mo 17d1mo 29d
3mo 16dFeb 2025 - Jun 2025
2023 pullback2023
-5.61%Oct 2023
2mo 26d26d
3mo 22dAug 2023 - Nov 2023
2026 pullback2026
-3.96%Mar 2026
1mo 25d14d
2mo 9dFeb 2026 - Apr 2026

Drawdown Indicators


UAUGBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-13.91%

-56.78%

+42.87%

Max Drawdown (1Y)

Largest decline over 1 year

-3.96%

-9.10%

+5.14%

Max Drawdown (3Y)

Largest decline over 3 years

-10.35%

-18.90%

+8.55%

Max Drawdown (5Y)

Largest decline over 5 years

-13.91%

-25.43%

+11.52%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.03%

-1.80%

+1.77%

Average Drawdown

Average peak-to-trough decline

-2.34%

-10.71%

+8.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.75%

2.03%

-1.28%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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