Summary
APOC
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 3.31% Volatility 3.06% Sharpe -0.25
Official loaded data — not a live quote.

Innovator Equity Defined Protection ETF - 6mo Apr/Oct

Symbol: APOC

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 30/09/2024

Latest date: 02/06/2026

Current price: $26.22

Expense ratio: 0.79%

Assets under management
$80.2M
0.00% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

0.54%

Ann. -20.91% (Sharpe / Sortino numerator)

Volatility

6.35%

Sharpe ratio

-3.863

VaR 95%

-0.63%

CVaR 95%: -0.84%
Max drawdown: -3.11%
Sortino ratio: -5.781
Calmar ratio: -6.72

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-0.62%

Ann. -5.76% (Sharpe / Sortino numerator)

Volatility

4.52%

Sharpe ratio

-2.077

VaR 95%

-0.38%

CVaR 95%: -0.62%
Max drawdown: -3.40%
Sortino ratio: -2.926
Calmar ratio: -1.69

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

0.56%

Ann. -0.98% (Sharpe / Sortino numerator)

Volatility

3.51%

Sharpe ratio

-1.313

VaR 95%

-0.31%

CVaR 95%: -0.51%
Max drawdown: -3.40%
Sortino ratio: -1.692
Calmar ratio: -0.29

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

3.31%

Ann. 2.86% (Sharpe / Sortino numerator)

Volatility

3.06%

Sharpe ratio

-0.252

VaR 95%

-0.26%

CVaR 95%: -0.46%
Max drawdown: -3.40%
Sortino ratio: -0.296
Calmar ratio: 0.84

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

4.25%

Ann. 2.52% (Sharpe / Sortino numerator)

Volatility

3.09%

Sharpe ratio

-0.350

VaR 95%

-0.30%

CVaR 95%: -0.49%
Max drawdown: -4.17%
Sortino ratio: -0.418
Calmar ratio: 0.60

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.013%

Best day

1.214%

01/04/2026
Worst day

-1.027%

31/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $26.22 $26.26 $26.18 $26.22 5,000
01/06/2026 $26.21 $26.26 $26.17 $26.21 8,700
29/05/2026 $26.17 $26.25 $26.16 $26.21 1,600
28/05/2026 $26.16 $26.25 $26.15 $26.19 261,700
27/05/2026 $26.20 $26.23 $26.15 $26.19 22,200
26/05/2026 $26.12 $26.24 $26.12 $26.15 10,700
22/05/2026 $26.05 $26.18 $26.05 $26.18 17,300
21/05/2026 $26.10 $26.21 $26.10 $26.17 2,500
20/05/2026 $26.22 $26.22 $26.12 $26.16 6,900
19/05/2026 $26.16 $26.18 $26.10 $26.15 2,000