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
| Issuer | Innovator |
|---|---|
| Inception Date | Jul 1, 2021 |
| Region | North America (U.S.) |
| Category | Actively Managed, Leveraged, Leveraged Equities |
| Leveraged | 3x |
| Index Tracked | No Index (Active) |
| Home Page | www.innovatoretfs.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Expense Ratio
XTJL has a high expense ratio of 0.79%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: XTJL vs. FM, XTJL vs. SPY
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 5.83% year-to-date (YTD) and 17.29% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.83% | 11.05% |
| 1 month | 1.78% | 4.86% |
| 6 months | 10.45% | 17.50% |
| 1 year | 17.29% | 27.37% |
| 5 years (annualized) | N/A | 13.14% |
| 10 years (annualized) | N/A | 10.90% |
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% | 5.83% | ||||||||
| 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
The current risk-adjusted rank of XTJL is 86, placing it in the top 14% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
XTJL (Innovator U.S. Equity Accelerated Plus ETF - July)
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.
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.
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 |
| -3.68% | Sep 7, 2021 | 20 | Oct 4, 2021 | 11 | Oct 19, 2021 | 31 |
| -2.98% | Nov 18, 2021 | 11 | Dec 3, 2021 | 5 | Dec 10, 2021 | 16 |
| -2.3% | Jul 13, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
Volatility
Volatility Chart
The current Innovator U.S. Equity Accelerated Plus ETF - July volatility is 0.93%, 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.