Innovator Russell 2000 Power Buffer ETF (KOCT) Performance
KOCT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.7% since Dec 31, 2025
- 1 year
- +12.8% total return
- 5 years
- +6.5% a year
- Since first price
- +6.6% a year since 2019
KOCT trailing returns vs SPY, QQQ, AGG
| Period | KOCT total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.9% | −0.9% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.8% | +0.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +5.1% | +5.1% | +7.8% | +8.4% | −1.5% |
| YTD | +11.7% | +11.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +12.8% | +12.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +52.3%+15.1%/yr | +52.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +36.8%+6.5%/yr | +36.8% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionOct 1, 2019 | +56.6%+6.6%/yr | +55.3% | — | — | — |
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: KOCT vs SPY
From Oct 1, 2019: KOCT grew to $15,659, SPY to $28,643.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
KOCT returns by calendar year
5 of 6 full years positive. Best 2024 (+11.1%), worst 2022 (−7.9%). 2026 is year to date.
KOCT annual returns table
| Year | KOCT | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.7% | −5.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.1% | −13.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +11.1% | −4.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +9.0% | −13.8% | +26.2% | +54.9% | +5.7% |
| 2022 | −7.9% | −14.8% | −18.2% | −32.6% | −13.0% |
| 2021 | +5.7% | −5.5% | +28.7% | +27.4% | −1.8% |
| 2020 | +2.6% | −28.2% | +18.3% | +48.6% | +7.5% |
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.
KOCT largest drawdowns
Now 1.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 20, 2020 | −28.2% | Mar 18, 2020 | Nov 24, 2020 | 27 days | 9 months |
| Nov 8, 2021 | −16.6% | Jun 16, 2022 | Jul 31, 2023 | 7 months | 1.7 years |
| Nov 25, 2024 | −15.0% | Apr 8, 2025 | Aug 13, 2025 | 4 months | 9 months |
| Jul 31, 2023 | −13.8% | Oct 27, 2023 | Mar 27, 2024 | 3 months | 8 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
KOCT risk statistics
| Statistic | 3 years | 5 years | Since 2019 |
|---|---|---|---|
| Annualized return | +13.7% | +6.9% | +6.4% |
| Volatility (annualized) | 9.2% | 11.3% | 11.5% |
| Sharpe ratio | 0.97 | 0.34 | 0.36 |
| Sortino ratio | 1.71 | 0.51 | 0.52 |
| Best month | +6.1% | +6.7% | +6.8% |
| Worst month | −3.8% | −6.1% | −11.5% |
| Best 12 months | +24.6% | +24.6% | +25.0% |
| Worst 12 months | +2.8% | −10.3% | −10.3% |
| Positive months | 69% | 62% | 66% |
| Beta vs S&P 500 | 0.62 | 0.62 | — |
| Correlation with S&P 500 | 0.84 | 0.86 | — |
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.
KOCT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 73 | −10.3% | +6.7% | +25.0% | 81% |
| 3-year (a year) | 49 | −0.0% | +4.3% | +15.0% | 98% |
| 5-year (a year) | 25 | +3.9% | +5.6% | +7.1% | 100% |
Every holding period starting at a month-end since 2019. Returns for 3 years and longer are annualized.
KOCT performance overview
Innovator Russell 2000 Power Buffer ETF (KOCT) returned +12.8% over the past year and +6.5% a year over five years, with distributions reinvested. Since its first recorded price in 2019 it has returned +6.6% a year, turning $10,000 into about $15,659. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −28.2%, from Feb 20, 2020 to Mar 18, 2020, and it took 8 months to get back to the old high. KOCT finished 5 of its 6 full calendar years with a gain; the best year was 2024 (+11.1%) and the worst 2022 (−7.9%). Volatility has been 11.5% a year.
Related: KOCT chart. See the KOCT overview for the latest quote and fund facts.
KOCT performance FAQ
What is the KOCT return over the past year?
KOCT returned +12.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.8%.
What is the average annual return of KOCT?
KOCT has returned +6.5% a year over 5 years, +6.6% a year since October 1, 2019 (total return, distributions reinvested).
How much would $10,000 invested in KOCT be worth?
$10,000 invested in KOCT at its first recorded close on October 1, 2019 would be worth about $15,659 on October 23, 2026 with distributions reinvested.
What was the worst year for KOCT?
The worst calendar year was 2022, with a total return of −7.9%. The best was 2024 at +11.1%.
What is the biggest drawdown of KOCT?
The largest peak-to-trough decline was −28.2% between February 20, 2020 and March 18, 2020. It recovered to the old high on November 24, 2020, 8 months after the bottom.
How volatile is KOCT?
Over the past 3 years KOCT had an annualized volatility of 9.2% and a Sharpe ratio of 0.97 (excess return over 1–3 month T-bills per unit of risk).