Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.79% 0.01% 57.92M 3256.93
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- -17.92M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide returns that match the upside price return of the SPDR S&P 500 ETF Trust, up to the upside cap of 18% while providing a buffer against 100% of SPDR S&P 500 ETF Trust losses, over the period from April 1, 2024 through March 31, 2026. It invests in FLEX Options that reference the said ETF.
General
Security Type Exchange-Traded Fund
Broad Asset Class Nontraditional Equity
Broad Category Equity
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name Innovator
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
--
6.80%
7.15%
5.09%
-8.86%
12.17%
12.49%
10.02%
--
--
7.38%
5.25%
-9.21%
12.53%
14.32%
8.08%
--
--
--
11.89%
-6.41%
22.13%
15.15%
7.26%
--
--
--
9.60%
-5.57%
21.34%
17.43%
13.16%
As of December 07, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.39%
Stock 0.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 99.61%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks to provide returns that match the upside price return of the SPDR S&P 500 ETF Trust, up to the upside cap of 18% while providing a buffer against 100% of SPDR S&P 500 ETF Trust losses, over the period from April 1, 2024 through March 31, 2026. It invests in FLEX Options that reference the said ETF.
General
Security Type Exchange-Traded Fund
Broad Asset Class Nontraditional Equity
Broad Category Equity
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name Innovator
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders