Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.79% 0.09% 93.55M --
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 Fund seeks to provide investors with capital appreciation by participating in the positive price returns of the SPDR S&P 500 ETF Trust, up to the upside cap prior to taking into account management fees and other fees and buffered returns against its losses that are 15% less than over Outcome Period.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Alternative Strategies
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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--
--
--
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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
YTD
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.66%
--
--
--
--
-3.81%
20.25%
16.08%
13.41%
--
6.80%
7.15%
5.09%
-8.86%
12.17%
12.49%
10.24%
--
--
7.38%
5.25%
-9.21%
12.53%
14.32%
8.41%
--
--
--
11.89%
-6.41%
22.13%
15.15%
7.60%
As of December 21, 2025.

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
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Basic Info

Investment Strategy
The Fund seeks to provide investors with capital appreciation by participating in the positive price returns of the SPDR S&P 500 ETF Trust, up to the upside cap prior to taking into account management fees and other fees and buffered returns against its losses that are 15% less than over Outcome Period.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Alternative Strategies
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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