Summary
BSEP
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 20.00% Volatility 12.80% Sharpe 0.88
Official loaded data — not a live quote.

Innovator U.S. Equity Buffer ETF - September

Symbol: BSEP

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 30/08/2019

Latest date: 03/06/2026

Current price: $52.56

Expense ratio: 0.79%

Assets under management
$211.8M
0.01% 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

2.51%

Ann. -24.69% (Sharpe / Sortino numerator)

Volatility

12.87%

Sharpe ratio

-2.200

VaR 95%

-1.14%

CVaR 95%: -1.23%
Max drawdown: -5.00%
Sortino ratio: -4.099
Calmar ratio: -4.94

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

6.44%

Ann. -7.59% (Sharpe / Sortino numerator)

Volatility

9.84%

Sharpe ratio

-1.139

VaR 95%

-1.07%

CVaR 95%: -1.22%
Max drawdown: -5.70%
Sortino ratio: -1.687
Calmar ratio: -1.33

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

7.27%

Ann. -0.03% (Sharpe / Sortino numerator)

Volatility

8.79%

Sharpe ratio

-0.417

VaR 95%

-1.04%

CVaR 95%: -1.23%
Max drawdown: -5.70%
Sortino ratio: -0.584
Calmar ratio: -0.01

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

20.00%

Ann. 14.95% (Sharpe / Sortino numerator)

Volatility

12.80%

Sharpe ratio

0.884

VaR 95%

-1.05%

CVaR 95%: -1.82%
Max drawdown: -5.70%
Sortino ratio: 1.084
Calmar ratio: 2.62

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

31.70%

Ann. 11.31% (Sharpe / Sortino numerator)

Volatility

10.89%

Sharpe ratio

0.705

VaR 95%

-1.04%

CVaR 95%: -1.59%
Max drawdown: -13.36%
Sortino ratio: 0.855
Calmar ratio: 0.85

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

58.46%

Ann. 14.69% (Sharpe / Sortino numerator)

Volatility

10.31%

Sharpe ratio

1.072

VaR 95%

-1.00%

CVaR 95%: -1.44%
Max drawdown: -13.36%
Sortino ratio: 1.399
Calmar ratio: 1.10

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.074%

Best day

2.026%

31/03/2026
Worst day

-1.629%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $52.56 $52.57 $52.51 $52.56 2,500
02/06/2026 $52.57 $52.63 $52.57 $52.63 1,000
01/06/2026 $52.53 $52.64 $52.53 $52.60 8,800
29/05/2026 $52.50 $52.59 $52.49 $52.54 30,900
28/05/2026 $52.43 $52.51 $52.43 $52.51 1,900
27/05/2026 $52.33 $52.40 $52.33 $52.40 4,400
26/05/2026 $52.36 $52.43 $52.34 $52.38 2,000
22/05/2026 $52.21 $52.26 $52.19 $52.22 4,300
21/05/2026 $51.97 $52.16 $51.97 $52.16 5,600
20/05/2026 $51.88 $52.11 $51.88 $52.09 5,900