Summary
XBJL
Prices · period metrics · 12M
NAV as of 11/06/2026
02/04/2025 → 02/04/2026
Return 11.53% Volatility 12.18% Sharpe 0.67
Official loaded data — not a live quote.

Innovator U.S. Equity Accelerated 9 Buffer ETF - July

Symbol: XBJL

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 30/06/2021

Latest date: 11/06/2026

Current price: $39.84

Expense ratio: 0.79%

Assets under management
$74.7M
0.03% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

0.57%

Ann. -10.87% (Sharpe / Sortino numerator)

Volatility

9.77%

Sharpe ratio

-1.484

VaR 95%

-0.90%

CVaR 95%: -0.96%
Max drawdown: -3.03%
Sortino ratio: -2.797
Calmar ratio: -3.59

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

3.91%

Ann. -0.70% (Sharpe / Sortino numerator)

Volatility

6.63%

Sharpe ratio

-0.653

VaR 95%

-0.65%

CVaR 95%: -0.80%
Max drawdown: -3.30%
Sortino ratio: -0.992
Calmar ratio: -0.21

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

4.57%

Ann. 3.87% (Sharpe / Sortino numerator)

Volatility

5.77%

Sharpe ratio

0.042

VaR 95%

-0.65%

CVaR 95%: -0.79%
Max drawdown: -3.30%
Sortino ratio: 0.061
Calmar ratio: 1.17

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

11.53%

Ann. 11.79% (Sharpe / Sortino numerator)

Volatility

12.18%

Sharpe ratio

0.670

VaR 95%

-0.69%

CVaR 95%: -1.73%
Max drawdown: -6.37%
Sortino ratio: 0.713
Calmar ratio: 1.85

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

23.86%

Ann. 9.79% (Sharpe / Sortino numerator)

Volatility

9.88%

Sharpe ratio

0.623

VaR 95%

-0.73%

CVaR 95%: -1.45%
Max drawdown: -11.74%
Sortino ratio: 0.670
Calmar ratio: 0.83

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

38.79%

Ann. 11.78% (Sharpe / Sortino numerator)

Volatility

8.86%

Sharpe ratio

0.919

VaR 95%

-0.69%

CVaR 95%: -1.27%
Max drawdown: -11.74%
Sortino ratio: 1.024
Calmar ratio: 1.00

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: 11/06/2025 - 11/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.044%

Best day

1.696%

31/03/2026
Worst day

-0.999%

26/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
11/06/2026 $39.83 $39.84 $39.83 $39.84 300
10/06/2026 $39.85 $39.85 $39.80 $39.80 1,300
09/06/2026 $39.84 $39.88 $39.80 $39.81 1,100
08/06/2026 $39.83 $39.84 $39.83 $39.84 600
05/06/2026 $39.88 $39.88 $39.76 $39.81 1,700
04/06/2026 $39.86 $39.86 $39.86 $39.86 100
03/06/2026 $39.83 $39.85 $39.81 $39.85 3,400
02/06/2026 $39.85 $39.86 $39.81 $39.84 2,100
01/06/2026 $39.84 $39.89 $39.82 $39.84 3,900
29/05/2026 $39.79 $39.83 $39.79 $39.83 400