Innovator Russell 2000 Power Buffer ETF - July (KJUL) Performance
KJUL total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +3.4% since Dec 31, 2025
- 1 year
- +5.0% total return
- 5 years
- +4.3% a year
- Since first price
- +5.7% a year since 2020
KJUL trailing returns vs SPY, QQQ, AGG
| Period | KJUL total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.1% | −1.1% | −1.0% | −5.0% | +0.9% |
| 3 months | −2.2% | −2.2% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.4% | −1.4% | +7.8% | +8.4% | −1.5% |
| YTD | +3.4% | +3.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +5.0% | +5.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +36.1%+10.8%/yr | +36.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +23.2%+4.3%/yr | +23.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJul 1, 2020 | +41.8%+5.7%/yr | +41.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: KJUL vs SPY
From Jul 1, 2020: KJUL grew to $14,177, SPY to $26,642.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
KJUL returns by calendar year
4 of 5 full years positive. Best 2023 (+11.8%), worst 2022 (−8.4%). 2026 is year to date.
KJUL annual returns table
| Year | KJUL | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +3.4% | −5.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +7.7% | −14.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +8.7% | −5.3% | +24.9% | +25.6% | +1.3% |
| 2023 | +11.8% | −9.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −8.4% | −14.6% | −18.2% | −32.6% | −13.0% |
| 2021 | +2.5% | −5.2% | +28.7% | +27.4% | −1.8% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
KJUL largest drawdowns
Now 4.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 5, 2021 | −16.7% | Jun 16, 2022 | Dec 26, 2023 | 7 months | 2.1 years |
| Dec 2, 2024 | −14.5% | Apr 8, 2025 | Aug 22, 2025 | 4 months | 9 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
KJUL risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +9.6% | +4.7% | +5.6% |
| Volatility (annualized) | 9.7% | 11.1% | 10.4% |
| Sharpe ratio | 0.54 | 0.15 | 0.30 |
| Sortino ratio | 0.88 | 0.22 | 0.46 |
| Best month | +6.6% | +6.8% | +6.8% |
| Worst month | −4.5% | −6.4% | −6.4% |
| Best 12 months | +21.1% | +21.1% | +21.1% |
| Worst 12 months | −0.4% | −11.6% | −12.2% |
| Positive months | 67% | 58% | 62% |
| Beta vs S&P 500 | 0.62 | 0.59 | — |
| Correlation with S&P 500 | 0.80 | 0.83 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
KJUL rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 64 | −12.2% | +6.3% | +21.1% | 73% |
| 3-year (a year) | 40 | −0.2% | +4.3% | +11.9% | 98% |
| 5-year (a year) | 16 | +3.9% | +4.7% | +5.4% | 100% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
KJUL performance overview
Innovator Russell 2000 Power Buffer ETF - July (KJUL) returned +5.0% over the past year and +4.3% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +5.7% a year, turning $10,000 into about $14,177. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −16.7%, from Nov 5, 2021 to Jun 16, 2022, and it took 1.5 years to get back to the old high. KJUL finished 4 of its 5 full calendar years with a gain; the best year was 2023 (+11.8%) and the worst 2022 (−8.4%). Volatility has been 10.4% a year.
Related: KJUL chart. See the KJUL overview for the latest quote and fund facts.
KJUL performance FAQ
What is the KJUL return over the past year?
KJUL returned +5.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 5.0%.
What is the average annual return of KJUL?
KJUL has returned +4.3% a year over 5 years, +5.7% a year since July 1, 2020 (total return, distributions reinvested).
How much would $10,000 invested in KJUL be worth?
$10,000 invested in KJUL at its first recorded close on July 1, 2020 would be worth about $14,177 on October 23, 2026 with distributions reinvested.
What was the worst year for KJUL?
The worst calendar year was 2022, with a total return of −8.4%. The best was 2023 at +11.8%.
What is the biggest drawdown of KJUL?
The largest peak-to-trough decline was −16.7% between November 5, 2021 and June 16, 2022. It recovered to the old high on December 26, 2023, 1.5 years after the bottom.
How volatile is KJUL?
Over the past 3 years KJUL had an annualized volatility of 9.7% and a Sharpe ratio of 0.54 (excess return over 1–3 month T-bills per unit of risk).