Summary
XTJL
Prices · period metrics · 12M
NAV as of 11/06/2026
02/04/2025 → 02/04/2026
Return 14.89% Volatility 18.02% Sharpe 0.65
Official loaded data — not a live quote.

Innovator U.S. Equity Accelerated Plus ETF - July

Symbol: XTJL

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 30/06/2021

Latest date: 11/06/2026

Current price: $40.97

Expense ratio: 0.79%

Assets under management
$13.3M
0.16% 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

0.61%

Ann. -16.57% (Sharpe / Sortino numerator)

Volatility

14.91%

Sharpe ratio

-1.354

VaR 95%

-1.33%

CVaR 95%: -1.39%
Max drawdown: -4.79%
Sortino ratio: -2.398
Calmar ratio: -3.46

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

5.06%

Ann. -2.56% (Sharpe / Sortino numerator)

Volatility

10.30%

Sharpe ratio

-0.600

VaR 95%

-1.15%

CVaR 95%: -1.31%
Max drawdown: -5.12%
Sortino ratio: -0.874
Calmar ratio: -0.50

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

5.82%

Ann. 3.89% (Sharpe / Sortino numerator)

Volatility

8.94%

Sharpe ratio

0.029

VaR 95%

-0.99%

CVaR 95%: -1.27%
Max drawdown: -5.12%
Sortino ratio: 0.040
Calmar ratio: 0.76

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

14.89%

Ann. 15.33% (Sharpe / Sortino numerator)

Volatility

18.02%

Sharpe ratio

0.649

VaR 95%

-1.02%

CVaR 95%: -2.57%
Max drawdown: -9.12%
Sortino ratio: 0.707
Calmar ratio: 1.68

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

30.92%

Ann. 12.10% (Sharpe / Sortino numerator)

Volatility

14.44%

Sharpe ratio

0.587

VaR 95%

-1.02%

CVaR 95%: -2.11%
Max drawdown: -16.70%
Sortino ratio: 0.633
Calmar ratio: 0.72

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

50.05%

Ann. 14.68% (Sharpe / Sortino numerator)

Volatility

12.81%

Sharpe ratio

0.863

VaR 95%

-0.99%

CVaR 95%: -1.86%
Max drawdown: -16.70%
Sortino ratio: 0.953
Calmar ratio: 0.88

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.

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

0.056%

Best day

2.471%

31/03/2026
Worst day

-1.568%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
11/06/2026 $40.90 $40.97 $40.90 $40.97 2,100
10/06/2026 $40.91 $40.91 $40.91 $40.91 200
09/06/2026 $40.94 $40.94 $40.94 $40.94 600
08/06/2026 $40.97 $40.97 $40.97 $40.97 0
05/06/2026 $40.95 $40.95 $40.91 $40.92 1,000
04/06/2026 $40.94 $40.98 $40.94 $40.98 700
03/06/2026 $40.93 $40.97 $40.93 $40.97 1,000
02/06/2026 $40.97 $40.97 $40.97 $40.97 0
01/06/2026 $40.77 $40.96 $36.81 $40.96 6,300
29/05/2026 $40.92 $40.94 $40.91 $40.94 2,000