Summary
XTOC
Prices · period metrics · 12M
NAV as of 31/08/2026
02/04/2025 → 02/04/2026
Return 14.73% Volatility 18.39% Sharpe 0.53
Official loaded data — not a live quote.

Innovator U.S. Equity Accelerated Plus ETF - October

Symbol: XTOC

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 30/09/2021

Latest date: 31/08/2026

Current price: $37.05

Expense ratio: 0.79%

Assets under management
$25.6M
0.19% 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

1.00%

Ann. -29.59% (Sharpe / Sortino numerator)

Volatility

17.92%

Sharpe ratio

-1.854

VaR 95%

-1.70%

CVaR 95%: -1.74%
Max drawdown: -6.75%
Sortino ratio: -3.466
Calmar ratio: -4.39

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

2.95%

Ann. -9.55% (Sharpe / Sortino numerator)

Volatility

13.13%

Sharpe ratio

-1.004

VaR 95%

-1.51%

CVaR 95%: -1.65%
Max drawdown: -7.41%
Sortino ratio: -1.519
Calmar ratio: -1.29

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

9.73%

Ann. 0.04% (Sharpe / Sortino numerator)

Volatility

11.47%

Sharpe ratio

-0.313

VaR 95%

-1.32%

CVaR 95%: -1.61%
Max drawdown: -7.41%
Sortino ratio: -0.441
Calmar ratio: 0.00

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.

Period total return

14.73%

Ann. 13.43% (Sharpe / Sortino numerator)

Volatility

18.39%

Sharpe ratio

0.533

VaR 95%

-1.33%

CVaR 95%: -2.69%
Max drawdown: -8.72%
Sortino ratio: 0.593
Calmar ratio: 1.54

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

29.60%

Ann. 8.74% (Sharpe / Sortino numerator)

Volatility

14.32%

Sharpe ratio

0.357

VaR 95%

-1.22%

CVaR 95%: -2.13%
Max drawdown: -18.02%
Sortino ratio: 0.379
Calmar ratio: 0.48

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

51.29%

Ann. 12.74% (Sharpe / Sortino numerator)

Volatility

12.17%

Sharpe ratio

0.748

VaR 95%

-0.96%

CVaR 95%: -1.80%
Max drawdown: -18.02%
Sortino ratio: 0.777
Calmar ratio: 0.71

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: 02/09/2025 - 31/08/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.057%

Best day

2.927%

31/03/2026
Worst day

-1.987%

10/10/2025
Days with data

249

Recent price history (last 90 days)

Date Open High Low Close Volume
31/08/2026 $36.98 $37.05 $36.98 $37.05 400
27/08/2026 $37.01 $37.03 $36.99 $37.03 3,300
26/08/2026 $36.98 $36.98 $36.98 $36.98 100
25/08/2026 $36.92 $36.97 $36.92 $36.97 114,000
24/08/2026 $36.91 $36.91 $36.91 $36.91 300
21/08/2026 $36.92 $36.92 $36.92 $36.92 100
20/08/2026 $36.86 $36.88 $36.86 $36.88 200
19/08/2026 $36.88 $36.92 $36.88 $36.92 8,000
18/08/2026 $36.87 $36.87 $36.85 $36.85 6,200
17/08/2026 $36.98 $36.98 $36.88 $36.88 1,100