Innovator U.S. Equity Accelerated ETF - July (XDJL)
XDJL is an actively managed ETF by Innovator. XDJL launched on Jul 1, 2021 and has a 0.79% expense ratio.
ETF Info
| Issuer | Innovator |
|---|---|
| Inception Date | Jul 1, 2021 |
| Region | North America (U.S.) |
| Category | Actively Managed, Leveraged, Leveraged Equities |
| Leveraged | 2x |
| Index Tracked | No Index (Active) |
| Home Page | www.innovatoretfs.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Expense Ratio
The Innovator U.S. Equity Accelerated ETF - July has a high expense ratio of 0.79%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: XDJL vs. IYW
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Innovator U.S. Equity Accelerated ETF - July, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Innovator U.S. Equity Accelerated ETF - July had a return of 4.57% year-to-date (YTD) and 20.56% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.57% | 5.05% |
| 1 month | -0.51% | -4.27% |
| 6 months | 17.52% | 18.82% |
| 1 year | 20.56% | 21.22% |
| 5 years (annualized) | N/A | 11.38% |
| 10 years (annualized) | N/A | 10.42% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.53% | 2.61% | 1.06% | |||||||||
| 2023 | -4.11% | -2.29% | 9.55% | 3.33% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Innovator U.S. Equity Accelerated ETF - July(XDJL)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Innovator U.S. Equity Accelerated ETF - July (XDJL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Innovator U.S. Equity Accelerated 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 Accelerated ETF - July was 23.66%, occurring on Oct 12, 2022. Recovery took 187 trading sessions.
The current Innovator U.S. Equity Accelerated ETF - July drawdown is 0.68%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.66% | Mar 30, 2022 | 136 | Oct 12, 2022 | 187 | Jul 13, 2023 | 323 |
| -9.92% | Jan 5, 2022 | 43 | Mar 8, 2022 | 15 | Mar 29, 2022 | 58 |
| -8.99% | Jul 31, 2023 | 64 | Oct 27, 2023 | 12 | Nov 14, 2023 | 76 |
| -3.82% | Sep 3, 2021 | 21 | Oct 4, 2021 | 11 | Oct 19, 2021 | 32 |
| -3.12% | Nov 17, 2021 | 10 | Dec 1, 2021 | 7 | Dec 10, 2021 | 17 |
Volatility
Volatility Chart
The current Innovator U.S. Equity Accelerated ETF - July volatility is 1.13%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.