Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JULD (Innovator ETFs Trust – Innovator Premium Income 10 Barrier ETF – July) NA 7.73% NA NA NA NA NA
Data as of 07/02/2025, Common starting date is 07/03/2023
More Performance Analytics Comparison
Name Start Date End Date
JULD (Innovator ETFs Trust – Innovator Premium Income 10 Barrier ETF – July) 07/03/2023 07/02/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023
Annualized Return (%) 0.21 7.73 NA NA NA NA NA 1.36 10.29 4.98
Sharpe Ratio NA 0.43 NA NA NA NA NA -0.02 1.32 1.41
Standard Deviation(%) NA 10.45 NA NA NA NA NA 13.04 5.06 4.58
Draw Down(%) NA 6.22 NA NA NA NA NA 6.22 3.15 2.99
Yield(%) 1.87 7.60 5.33 3.20 1.60 1.07 0.80 3.78 7.95 4.19
Data as of 07/02/2025, Common starting date is 07/03/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JULD (Innovator ETFs Trust – Innovator Premium Income 10 Barrier ETF – July) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JULD (Innovator ETFs Trust – Innovator Premium Income 10 Barrier ETF – July) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return