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
JULQ (Innovator ETFs Trust – Innovator Premium Income 40 Barrier ETF – July) NA 5.15% 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
JULQ (Innovator ETFs Trust – Innovator Premium Income 40 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 (%) -0.01 5.15 NA NA NA NA NA 1.34 6.31 3.15
Sharpe Ratio NA 0.56 NA NA NA NA NA -0.09 1.24 1.84
Standard Deviation(%) NA 3.44 NA NA NA NA NA 3.84 2.16 1.43
Draw Down(%) NA 2.05 NA NA NA NA NA 2.05 1.20 0.40
Yield(%) 1.23 4.97 3.56 2.13 1.07 0.71 0.53 2.48 5.32 2.85
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
JULQ (Innovator ETFs Trust – Innovator Premium Income 40 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
JULQ (Innovator ETFs Trust – Innovator Premium Income 40 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