UJAN vs. ANCFX
Compare and contrast key facts about Innovator U.S. Equity Ultra Buffer ETF - January (UJAN) and American Funds Fundamental Investors Class A (ANCFX).
UJAN is a passively managed fund by Innovator that tracks the performance of the Cboe S&P 500 30% (-5% to -35%) Buffer Protect January Series Index. It was launched on Jan 2, 2019. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UJAN or ANCFX.
Correlation
The correlation between UJAN and ANCFX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
UJAN vs. ANCFX - Performance Comparison
Key characteristics
UJAN:
2.77
ANCFX:
0.99
UJAN:
3.93
ANCFX:
1.25
UJAN:
1.61
ANCFX:
1.21
UJAN:
4.07
ANCFX:
1.50
UJAN:
20.87
ANCFX:
4.35
UJAN:
0.63%
ANCFX:
3.82%
UJAN:
4.77%
ANCFX:
16.78%
UJAN:
-13.69%
ANCFX:
-52.56%
UJAN:
0.00%
ANCFX:
-5.84%
Returns By Period
In the year-to-date period, UJAN achieves a 2.05% return, which is significantly lower than ANCFX's 5.61% return.
UJAN
2.05%
1.51%
5.84%
12.32%
7.00%
N/A
ANCFX
5.61%
3.69%
3.83%
14.40%
7.19%
6.45%
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UJAN vs. ANCFX - Expense Ratio Comparison
UJAN has a 0.79% expense ratio, which is higher than ANCFX's 0.59% expense ratio.
Risk-Adjusted Performance
UJAN vs. ANCFX — Risk-Adjusted Performance Rank
UJAN
ANCFX
UJAN vs. ANCFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator U.S. Equity Ultra Buffer ETF - January (UJAN) and American Funds Fundamental Investors Class A (ANCFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
UJAN vs. ANCFX - Dividend Comparison
UJAN has not paid dividends to shareholders, while ANCFX's dividend yield for the trailing twelve months is around 1.08%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UJAN Innovator U.S. Equity Ultra Buffer ETF - January | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ANCFX American Funds Fundamental Investors Class A | 1.08% | 1.14% | 1.17% | 1.60% | 1.24% | 1.48% | 1.51% | 1.89% | 1.47% | 1.59% | 2.98% | 9.83% |
Drawdowns
UJAN vs. ANCFX - Drawdown Comparison
The maximum UJAN drawdown since its inception was -13.69%, smaller than the maximum ANCFX drawdown of -52.56%. Use the drawdown chart below to compare losses from any high point for UJAN and ANCFX. For additional features, visit the drawdowns tool.
Volatility
UJAN vs. ANCFX - Volatility Comparison
The current volatility for Innovator U.S. Equity Ultra Buffer ETF - January (UJAN) is 1.28%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 4.05%. This indicates that UJAN experiences smaller price fluctuations and is considered to be less risky than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.