Summary
TJUL
Prices · period metrics · 12M
NAV as of 21/07/2026
02/04/2025 → 02/04/2026
Return 5.28% Volatility 5.56% Sharpe 0.22
Official loaded data — not a live quote.

Innovator Equity Defined Protection ETF - 2 Yr to July 2025

Symbol: TJUL

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 17/07/2023

Latest date: 21/07/2026

Current price: $30.30

Expense ratio: 0.79%

Assets under management
$130.1M
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

0.33%

Ann. -8.91% (Sharpe / Sortino numerator)

Volatility

4.72%

Sharpe ratio

-2.657

VaR 95%

-0.44%

CVaR 95%: -0.48%
Max drawdown: -1.82%
Sortino ratio: -5.717
Calmar ratio: -4.90

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

1.28%

Ann. -2.22% (Sharpe / Sortino numerator)

Volatility

3.66%

Sharpe ratio

-1.599

VaR 95%

-0.41%

CVaR 95%: -0.51%
Max drawdown: -2.08%
Sortino ratio: -2.380
Calmar ratio: -1.07

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

2.24%

Ann. 0.85% (Sharpe / Sortino numerator)

Volatility

3.11%

Sharpe ratio

-0.894

VaR 95%

-0.33%

CVaR 95%: -0.45%
Max drawdown: -2.08%
Sortino ratio: -1.255
Calmar ratio: 0.41

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

5.28%

Ann. 4.85% (Sharpe / Sortino numerator)

Volatility

5.56%

Sharpe ratio

0.219

VaR 95%

-0.35%

CVaR 95%: -0.80%
Max drawdown: -3.03%
Sortino ratio: 0.249
Calmar ratio: 1.60

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.

Period total return

12.28%

Ann. 5.98% (Sharpe / Sortino numerator)

Volatility

4.47%

Sharpe ratio

0.525

VaR 95%

-0.33%

CVaR 95%: -0.62%
Max drawdown: -4.61%
Sortino ratio: 0.605
Calmar ratio: 1.30

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

21.76%

Ann. 7.04% (Sharpe / Sortino numerator)

Volatility

4.33%

Sharpe ratio

0.797

VaR 95%

-0.36%

CVaR 95%: -0.59%
Max drawdown: -4.61%
Sortino ratio: 0.984
Calmar ratio: 1.53

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: 21/07/2025 - 21/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.021%

Best day

0.575%

31/03/2026
Worst day

-0.639%

20/01/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
21/07/2026 $30.30 $30.31 $30.29 $30.30 5,900
20/07/2026 $30.26 $30.27 $30.26 $30.27 1,500
17/07/2026 $30.14 $30.30 $30.14 $30.28 2,700
16/07/2026 $30.36 $30.36 $30.29 $30.32 65,700
15/07/2026 $30.36 $30.36 $30.32 $30.34 1,800
14/07/2026 $30.26 $30.35 $30.26 $30.33 4,800
13/07/2026 $30.25 $30.25 $30.25 $30.25 400
10/07/2026 $30.29 $30.29 $30.29 $30.29 1,600
09/07/2026 $30.26 $30.30 $30.26 $30.29 30,500
08/07/2026 $30.25 $30.26 $30.18 $30.25 6,100