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
XDOC (Innovator ETFs Trust – Innovator U.S. Equity Accelerated ETF – October) NA 15.61% 18.85% NA NA NA NA
Data as of 10/03/2025, Common starting date is 09/30/2021
More Performance Analytics Comparison
Name Start Date End Date
XDOC (Innovator ETFs Trust – Innovator U.S. Equity Accelerated ETF – October) 09/30/2021 10/03/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021
Annualized Return (%) 0.03 15.61 18.85 NA NA NA NA 11.91 12.36 28.04 -17.74 7.61
Sharpe Ratio NA 0.66 1.16 NA NA NA NA 0.61 1.03 2.84 -0.82 3.23
Standard Deviation(%) NA 19.14 13.25 NA NA NA NA 21.41 5.69 8.47 23.35 10.36
Draw Down(%) NA 18.66 18.66 NA NA NA NA 18.66 2.52 5.09 24.20 3.16
Yield(%) 0.00 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 10/03/2025, Common starting date is 09/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XDOC (Innovator ETFs Trust – Innovator U.S. Equity Accelerated ETF – October) 4.70%
Mar 2022 – Mar 2025
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
XDOC (Innovator ETFs Trust – Innovator U.S. Equity Accelerated ETF – October) 19.03%
Sep 2022 – Sep 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return