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
JULJ (Innovator ETFs Trust – Innovator Premium Income 30 Barrier ETF – July) 1.94% 5.54% NA NA NA NA NA
Data as of 06/12/2026, Common starting date is 07/03/2023
More Performance Analytics Comparison
Name Start Date End Date
JULJ (Innovator ETFs Trust – Innovator Premium Income 30 Barrier ETF – July) 07/03/2023 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) 0.12 5.54 NA NA NA NA NA 1.94 5.91 6.17 3.54
Sharpe Ratio NA 1.84 NA NA NA NA NA 1.35 0.70 1.09 1.60
Standard Deviation(%) NA 1.58 NA NA NA NA NA 1.38 4.37 2.35 2.15
Draw Down(%) NA 0.64 NA NA NA NA NA 0.44 3.62 1.88 0.80
Yield(%) 0.00 5.64 5.43 3.26 1.63 1.09 0.81 1.32 5.76 5.96 3.21
Data as of 06/12/2026, 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
JULJ (Innovator ETFs Trust – Innovator Premium Income 30 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
JULJ (Innovator ETFs Trust – Innovator Premium Income 30 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