Summary
PSEP
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 14.71% Volatility 9.65% Sharpe 0.88
Official loaded data — not a live quote.

Innovator U.S. Equity Power Buffer ETF - September

Symbol: PSEP

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 30/08/2019

Latest date: 03/06/2026

Current price: $45.87

Expense ratio: 0.79%

Assets under management
$856.9M
-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

1.67%

Ann. -16.53% (Sharpe / Sortino numerator)

Volatility

9.84%

Sharpe ratio

-2.049

VaR 95%

-0.89%

CVaR 95%: -0.93%
Max drawdown: -3.66%
Sortino ratio: -4.608
Calmar ratio: -4.52

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

4.67%

Ann. -4.03% (Sharpe / Sortino numerator)

Volatility

7.33%

Sharpe ratio

-1.045

VaR 95%

-0.79%

CVaR 95%: -0.89%
Max drawdown: -4.09%
Sortino ratio: -1.715
Calmar ratio: -0.99

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

5.58%

Ann. 1.55% (Sharpe / Sortino numerator)

Volatility

6.60%

Sharpe ratio

-0.315

VaR 95%

-0.71%

CVaR 95%: -0.90%
Max drawdown: -4.09%
Sortino ratio: -0.459
Calmar ratio: 0.38

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

14.71%

Ann. 12.08% (Sharpe / Sortino numerator)

Volatility

9.65%

Sharpe ratio

0.877

VaR 95%

-0.73%

CVaR 95%: -1.37%
Max drawdown: -4.10%
Sortino ratio: 1.056
Calmar ratio: 2.95

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

23.66%

Ann. 9.09% (Sharpe / Sortino numerator)

Volatility

8.09%

Sharpe ratio

0.675

VaR 95%

-0.70%

CVaR 95%: -1.19%
Max drawdown: -9.92%
Sortino ratio: 0.793
Calmar ratio: 0.92

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

44.91%

Ann. 12.21% (Sharpe / Sortino numerator)

Volatility

7.89%

Sharpe ratio

1.088

VaR 95%

-0.71%

CVaR 95%: -1.11%
Max drawdown: -9.92%
Sortino ratio: 1.395
Calmar ratio: 1.23

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

0.055%

Best day

1.605%

31/03/2026
Worst day

-1.325%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $45.87 $45.93 $45.83 $45.87 33,000
02/06/2026 $45.95 $45.96 $45.87 $45.90 28,200
01/06/2026 $45.88 $45.94 $45.86 $45.90 83,500
29/05/2026 $45.84 $45.90 $45.84 $45.88 36,700
28/05/2026 $45.75 $45.87 $45.75 $45.82 46,500
27/05/2026 $45.64 $45.80 $45.64 $45.78 22,600
26/05/2026 $45.76 $45.81 $45.71 $45.73 13,200
22/05/2026 $45.67 $45.70 $45.65 $45.66 18,300
21/05/2026 $45.58 $45.67 $45.54 $45.62 9,100
20/05/2026 $45.48 $45.58 $45.48 $45.57 14,800