Innovator U.S. Equity Accelerated Plus ETF - July (XTJL)
XTJL is an actively managed ETF by Innovator. XTJL launched on Jul 1, 2021 and has a 0.79% expense ratio.
ETF Info
Jul 1, 2021
North America (U.S.)
3x
No Index (Active)
Large-Cap
Expense Ratio
XTJL features an expense ratio of 0.79%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Innovator U.S. Equity Accelerated Plus 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 Plus ETF - July had a return of 14.25% year-to-date (YTD) and 14.78% in the last 12 months.
XTJL
14.25%
0.05%
7.28%
14.78%
N/A
N/A
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of XTJL, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.49% | 2.15% | 0.98% | 0.09% | 1.26% | 0.42% | 1.23% | 2.29% | 1.32% | -0.34% | 3.54% | 14.25% | |
2023 | 7.26% | -1.45% | 3.67% | 2.63% | 1.84% | 2.15% | 1.96% | -0.54% | -3.80% | -1.93% | 8.95% | 3.08% | 25.72% |
2022 | -2.54% | -2.08% | 4.19% | -8.93% | -0.90% | -10.29% | 7.33% | -2.64% | -7.61% | 7.06% | 5.19% | -3.65% | -15.66% |
2021 | 1.24% | 1.99% | -3.00% | 4.84% | -1.10% | 3.31% | 7.28% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 81, XTJL is among the top 19% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Innovator U.S. Equity Accelerated Plus ETF - July (XTJL) 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Innovator U.S. Equity Accelerated Plus 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 Plus ETF - July was 23.24%, occurring on Oct 12, 2022. Recovery took 274 trading sessions.
The current Innovator U.S. Equity Accelerated Plus ETF - July drawdown is 1.22%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-23.24% | Mar 30, 2022 | 136 | Oct 12, 2022 | 274 | Nov 14, 2023 | 410 |
-9.08% | Jan 5, 2022 | 43 | Mar 8, 2022 | 15 | Mar 29, 2022 | 58 |
-6.81% | Jul 17, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
-3.68% | Sep 7, 2021 | 20 | Oct 4, 2021 | 11 | Oct 19, 2021 | 31 |
-3.38% | Sep 3, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
Volatility
Volatility Chart
The current Innovator U.S. Equity Accelerated Plus ETF - July volatility is 1.93%, 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.