Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.79% -0.13% 136.59M 32542.27
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 0.10% -8.131M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide returns that match those of the SPDR S&P 500 ETF Trust while providing a buffer against the first 9% of SPDR S&P 500 ETF Trust losses, from June 1, 2024 to May 31, 2025. The Fund invests at least 80% of its net assets in FLexible EXchange Options that reference the Underlying 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%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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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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--
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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
YTD
--
11.53%
10.14%
10.73%
-11.47%
16.81%
16.31%
10.44%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
15.80%
--
12.99%
4.96%
4.61%
-6.96%
17.65%
13.84%
10.63%
--
17.81%
9.05%
10.77%
-7.38%
21.73%
18.41%
11.67%
--
10.88%
8.01%
5.83%
-4.33%
18.66%
8.98%
8.96%
0.00%
10.23%
7.37%
5.79%
-5.95%
15.89%
13.13%
8.92%
As of November 14, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.31%
Stock 0.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 99.69%
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Basic Info

Investment Strategy
The Fund seeks to provide returns that match those of the SPDR S&P 500 ETF Trust while providing a buffer against the first 9% of SPDR S&P 500 ETF Trust losses, from June 1, 2024 to May 31, 2025. The Fund invests at least 80% of its net assets in FLexible EXchange Options that reference the Underlying 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

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