Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.79% 1.99% 13.42M 15944.37
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The investment seeks to provide investors with a high level of income and the potential to limit downside losses. The fund is an actively managed ETF that seeks to achieve its investment objective by providing investors with the potential for income distributions and a downside investment exposure, as determined by the performance of reference assets linked to the U.S. equity markets, currently the S&P 500® Index, the Russell 2000 Index and the Nasdaq-100® Index (each, a “Market Index” and collectively, the “Market Indices”). The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style --
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 Income Funds
Fund Owner Firm Name Innovator
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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15%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
2025
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
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As of January 02, 2026.

Asset Allocation

As of December 29, 2025.
Type % Net
Cash 99.41%
Stock 0.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.59%
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Basic Info

Investment Strategy
The investment seeks to provide investors with a high level of income and the potential to limit downside losses. The fund is an actively managed ETF that seeks to achieve its investment objective by providing investors with the potential for income distributions and a downside investment exposure, as determined by the performance of reference assets linked to the U.S. equity markets, currently the S&P 500® Index, the Russell 2000 Index and the Nasdaq-100® Index (each, a “Market Index” and collectively, the “Market Indices”). The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style --
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 Income Funds
Fund Owner Firm Name Innovator
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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