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% 72.79M 5913.93
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 0.10% 10.25M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide investors with returns that are twice those of the SPDR S&P 500 ETF Trust, up to the upside cap of 6.48% (prior to taking into account management fees and other fees) while approximately matching SPDR S&P 500 ETF Trust losses, over the period from January 1, 2025 through March 31, 2025.
General
Security Type Exchange-Traded Fund
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%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
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
--
--
--
--
-16.78%
23.00%
23.12%
14.15%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.77%
--
--
--
--
-33.74%
30.15%
31.47%
14.82%
--
--
--
--
--
26.46%
30.60%
19.88%
--
--
--
--
-14.68%
23.46%
14.26%
16.86%
--
--
--
--
--
--
--
13.39%
As of December 12, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.08%
Stock 0.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 99.92%
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Basic Info

Investment Strategy
The Fund seeks to provide investors with returns that are twice those of the SPDR S&P 500 ETF Trust, up to the upside cap of 6.48% (prior to taking into account management fees and other fees) while approximately matching SPDR S&P 500 ETF Trust losses, over the period from January 1, 2025 through March 31, 2025.
General
Security Type Exchange-Traded Fund
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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