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
TJUL (Innovator Etfs Trust – US Equity Principal Protected ETF – July 2025) 2.16% 5.77% NA NA NA NA NA
Data as of 06/15/2026, Common starting date is 07/18/2023
More Performance Analytics Comparison
Name Start Date End Date
TJUL (Innovator Etfs Trust – US Equity Principal Protected ETF – July 2025) 07/18/2023 06/15/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) 0.37 5.77 NA NA NA NA NA 2.16 6.91 8.30 3.05
Sharpe Ratio NA 1.05 NA NA NA NA NA 0.60 0.75 0.57 0.65
Standard Deviation(%) NA 2.83 NA NA NA NA NA 3.18 5.52 3.07 4.29
Draw Down(%) NA 2.08 NA NA NA NA NA 2.08 4.61 1.59 3.09
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/15/2026, Common starting date is 07/18/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TJUL (Innovator Etfs Trust – US Equity Principal Protected ETF – July 2025) 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
TJUL (Innovator Etfs Trust – US Equity Principal Protected ETF – July 2025) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return