Summary
UOCT
Prices · period metrics · 12M
NAV as of 21/07/2026
02/04/2025 → 02/04/2026
Return 11.18% Volatility 8.64% Sharpe 0.82
Official loaded data — not a live quote.

Innovator U.S. Equity Ultra Buffer ETF - October

Symbol: UOCT

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 28/09/2018

Latest date: 21/07/2026

Current price: $41.36

Expense ratio: 0.79%

Assets under management
$177.9M
0.22% 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

0.78%

Ann. -21.29% (Sharpe / Sortino numerator)

Volatility

9.20%

Sharpe ratio

-2.709

VaR 95%

-0.81%

CVaR 95%: -0.94%
Max drawdown: -3.62%
Sortino ratio: -4.729
Calmar ratio: -5.88

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

3.58%

Ann. -6.19% (Sharpe / Sortino numerator)

Volatility

7.24%

Sharpe ratio

-1.357

VaR 95%

-0.81%

CVaR 95%: -0.95%
Max drawdown: -4.23%
Sortino ratio: -1.956
Calmar ratio: -1.46

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

5.73%

Ann. -0.10% (Sharpe / Sortino numerator)

Volatility

6.50%

Sharpe ratio

-0.574

VaR 95%

-0.76%

CVaR 95%: -0.94%
Max drawdown: -4.23%
Sortino ratio: -0.792
Calmar ratio: -0.02

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

11.18%

Ann. 10.71% (Sharpe / Sortino numerator)

Volatility

8.64%

Sharpe ratio

0.820

VaR 95%

-0.78%

CVaR 95%: -1.27%
Max drawdown: -4.23%
Sortino ratio: 0.998
Calmar ratio: 2.53

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.

Period total return

20.16%

Ann. 7.22% (Sharpe / Sortino numerator)

Volatility

7.22%

Sharpe ratio

0.497

VaR 95%

-0.71%

CVaR 95%: -1.11%
Max drawdown: -9.22%
Sortino ratio: 0.577
Calmar ratio: 0.78

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

37.55%

Ann. 10.54% (Sharpe / Sortino numerator)

Volatility

6.41%

Sharpe ratio

1.078

VaR 95%

-0.63%

CVaR 95%: -0.97%
Max drawdown: -9.22%
Sortino ratio: 1.268
Calmar ratio: 1.14

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

0.043%

Best day

1.296%

08/04/2026
Worst day

-1.193%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
21/07/2026 $41.27 $41.39 $41.27 $41.36 8,400
20/07/2026 $41.25 $41.30 $41.20 $41.23 5,300
17/07/2026 $41.27 $41.36 $41.20 $41.24 6,500
16/07/2026 $41.44 $41.47 $41.34 $41.36 8,100
15/07/2026 $41.40 $41.40 $41.35 $41.39 3,400
14/07/2026 $41.30 $41.38 $41.30 $41.36 2,900
13/07/2026 $41.32 $41.38 $41.26 $41.29 6,700
10/07/2026 $41.36 $41.42 $41.33 $41.39 2,900
09/07/2026 $41.17 $41.33 $41.17 $41.31 12,700
08/07/2026 $41.10 $41.21 $41.06 $41.21 7,000