Innovator Defined Wealth Shield ETF

Symbol: BALT

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception Date: 30/06/2021

Latest Date: 02/04/2026

Current Price: $33.52

Expense Ratio: 0.69%

Assets Under Management
$2.2B
0.27% daily change

Period Performance

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

Adjusted Return
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Performance Metrics

Return

-0.74%

Volatility

2.11%

Sharpe Ratio

-5.424

VaR 95%

-0.23%

CVaR 95%: -0.28%
Max Drawdown: -0.99%
Sortino Ratio: -8.740
Calmar Ratio: -7.88
Return

-0.06%

Volatility

2.37%

Sharpe Ratio

-1.632

VaR 95%

-0.32%

CVaR 95%: -0.33%
Max Drawdown: -1.15%
Sortino Ratio: -2.308
Calmar Ratio: -0.21
Return

2.07%

Volatility

2.61%

Sharpe Ratio

0.226

VaR 95%

-0.32%

CVaR 95%: -0.35%
Max Drawdown: -1.15%
Sortino Ratio: 0.344
Calmar Ratio: 3.66
Return

6.67%

Volatility

4.48%

Sharpe Ratio

0.685

VaR 95%

-0.32%

CVaR 95%: -0.59%
Max Drawdown: -2.52%
Sortino Ratio: 0.773
Calmar Ratio: 2.65
Return

14.76%

Volatility

3.90%

Sharpe Ratio

0.904

VaR 95%

-0.33%

CVaR 95%: -0.53%
Max Drawdown: -4.89%
Sortino Ratio: 1.067
Calmar Ratio: 1.46
Return

23.10%

Volatility

3.52%

Sharpe Ratio

1.015

VaR 95%

-0.29%

CVaR 95%: -0.47%
Max Drawdown: -4.89%
Sortino Ratio: 1.230
Calmar Ratio: 1.47

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.026%

Best Day

2.737%

09/04/2025
Worst Day

-1.848%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $33.43 $33.53 $33.41 $33.52 609,800
01/04/2026 $33.53 $33.54 $33.47 $33.51 4,412,000
31/03/2026 $33.48 $33.50 $33.41 $33.47 1,088,500
30/03/2026 $33.44 $33.47 $33.40 $33.43 604,500
27/03/2026 $33.40 $33.45 $33.40 $33.45 370,400
26/03/2026 $33.43 $33.46 $33.37 $33.44 250,500
25/03/2026 $33.46 $33.47 $33.43 $33.44 226,800
24/03/2026 $33.46 $33.46 $33.41 $33.45 262,500
23/03/2026 $33.53 $33.53 $33.44 $33.45 307,200
20/03/2026 $33.47 $33.47 $33.42 $33.44 595,100