Summary
BAUG
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 16.07% Volatility 12.88% Sharpe 0.89
Official loaded data — not a live quote.

Innovator U.S. Equity Buffer ETF - August

Symbol: BAUG

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 31/07/2019

Latest date: 16/07/2026

Current price: $53.96

Expense ratio: 0.79%

Assets under management
$195.8M
0.09% 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

0.96%

Ann. -25.01% (Sharpe / Sortino numerator)

Volatility

13.36%

Sharpe ratio

-2.144

VaR 95%

-1.22%

CVaR 95%: -1.29%
Max drawdown: -5.04%
Sortino ratio: -3.946
Calmar ratio: -4.96

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

4.88%

Ann. -7.02% (Sharpe / Sortino numerator)

Volatility

10.00%

Sharpe ratio

-1.065

VaR 95%

-1.14%

CVaR 95%: -1.25%
Max drawdown: -5.66%
Sortino ratio: -1.606
Calmar ratio: -1.24

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

6.86%

Ann. 0.43% (Sharpe / Sortino numerator)

Volatility

8.84%

Sharpe ratio

-0.362

VaR 95%

-0.99%

CVaR 95%: -1.23%
Max drawdown: -5.66%
Sortino ratio: -0.505
Calmar ratio: 0.08

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

16.07%

Ann. 15.13% (Sharpe / Sortino numerator)

Volatility

12.88%

Sharpe ratio

0.893

VaR 95%

-1.01%

CVaR 95%: -1.83%
Max drawdown: -5.87%
Sortino ratio: 1.102
Calmar ratio: 2.58

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

30.87%

Ann. 12.88% (Sharpe / Sortino numerator)

Volatility

11.30%

Sharpe ratio

0.819

VaR 95%

-1.07%

CVaR 95%: -1.64%
Max drawdown: -13.78%
Sortino ratio: 1.027
Calmar ratio: 0.93

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

58.22%

Ann. 16.00% (Sharpe / Sortino numerator)

Volatility

10.54%

Sharpe ratio

1.173

VaR 95%

-1.00%

CVaR 95%: -1.48%
Max drawdown: -13.78%
Sortino ratio: 1.563
Calmar ratio: 1.16

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.061%

Best day

2.069%

31/03/2026
Worst day

-1.568%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $53.91 $53.96 $53.91 $53.96 800
15/07/2026 $53.97 $53.99 $53.97 $53.99 3,800
14/07/2026 $53.90 $53.95 $53.90 $53.94 1,300
13/07/2026 $54.00 $54.00 $53.85 $53.85 2,100
10/07/2026 $53.85 $53.95 $53.85 $53.95 2,400
09/07/2026 $53.81 $53.86 $53.81 $53.86 800
08/07/2026 $53.73 $53.73 $53.73 $53.73 200
07/07/2026 $53.77 $53.82 $53.71 $53.77 7,000
06/07/2026 $53.71 $53.84 $53.71 $53.84 1,200
02/07/2026 $53.71 $53.71 $53.49 $53.62 4,600