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Innovator Equity Defined Protection ETF - 1 Yr Oct...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

CUSIP
45784N700
Issuer
Innovator
Inception Date
Oct 1, 2024
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Innovator Equity Defined Protection ETF - 1 Yr October, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) has returned -0.33% so far this year and 6.35% over the past 12 months.


Innovator Equity Defined Protection ETF - 1 Yr October

1D
0.52%
1M
-0.82%
YTD
-0.33%
6M
0.63%
1Y
6.35%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 1, 2024, ZOCT's average daily return is +0.02%, while the average monthly return is +0.36%. At this rate, your investment would double in approximately 16.1 years.

Historically, 72% of months were positive and 28% were negative. The best month was May 2025 with a return of +1.7%, while the worst month was Mar 2025 at -1.1%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 2 months.

On a daily basis, ZOCT closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +1.2%, while the worst single day was Apr 3, 2025 at -1.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.39%0.11%-0.82%-0.33%
20250.81%-0.10%-1.14%0.23%1.67%1.42%0.81%0.82%0.61%0.49%0.10%0.37%6.24%
2024-0.24%1.08%-0.16%0.68%

Benchmark Metrics

Innovator Equity Defined Protection ETF - 1 Yr October has an annualized alpha of 2.64%, beta of 0.17, and R² of 0.84 versus S&P 500 Index. Calculated based on daily prices since October 02, 2024.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (23.48%) than losses (11.65%) — typical of diversified or defensive assets.
  • This ETF generated an annualized alpha of 2.64% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
  • Beta of 0.17 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
2.64%
Beta
0.17
0.84
Upside Capture
23.48%
Downside Capture
11.65%

Expense Ratio

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


Return for Risk

Risk / Return Rank

ZOCT ranks 93 for risk / return — in the top 93% 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.


ZOCT Risk / Return Rank: 9393
Overall Rank
ZOCT Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
ZOCT Sortino Ratio Rank: 9494
Sortino Ratio Rank
ZOCT Omega Ratio Rank: 9494
Omega Ratio Rank
ZOCT Calmar Ratio Rank: 9292
Calmar Ratio Rank
ZOCT Martin Ratio Rank: 9494
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 Equity Defined Protection ETF - 1 Yr October (ZOCT) and compare them to a chosen benchmark (S&P 500 Index).


ZOCTBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.99

0.90

+1.10

Sortino ratio

Return per unit of downside risk

2.94

1.39

+1.56

Omega ratio

Gain probability vs. loss probability

1.44

1.21

+0.23

Calmar ratio

Return relative to maximum drawdown

3.36

1.40

+1.96

Martin ratio

Return relative to average drawdown

14.90

6.61

+8.29

Explore ZOCT risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


Innovator Equity Defined Protection ETF - 1 Yr October doesn't pay dividends

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 Equity Defined Protection ETF - 1 Yr October. 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 Equity Defined Protection ETF - 1 Yr October was 3.18%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.

The current Innovator Equity Defined Protection ETF - 1 Yr October drawdown is 0.95%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-3.18%Feb 21, 202533Apr 8, 202526May 15, 202559
-1.46%Feb 26, 202623Mar 30, 2026
-0.9%Oct 28, 202517Nov 19, 202522Dec 22, 202539
-0.62%Dec 12, 20246Dec 19, 20244Dec 26, 202410
-0.6%Oct 21, 20249Oct 31, 20245Nov 7, 202414

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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