Innovator Loup Frontier Tech (LOUP) Performance
LOUP total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.5% since Dec 31, 2025
- 1 year
- +0.1% total return
- 5 years
- +7.3% a year
- Since first price
- +14.5% a year since 2018
LOUP trailing returns vs SPY, QQQ, AGG
| Period | LOUP total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −14.3% | −14.3% | −1.0% | −5.0% | +0.9% |
| 3 months | −11.5% | −11.5% | +3.2% | +1.9% | −0.4% |
| 6 months | −4.5% | −4.5% | +7.8% | +8.4% | −1.5% |
| YTD | +1.5% | +1.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +0.1% | +0.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +123.5%+30.7%/yr | +123.5% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +42.2%+7.3%/yr | +42.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJul 25, 2018 | +206.5%+14.5%/yr | +206.5% | — | — | — |
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: LOUP vs SPY
From Jul 25, 2018: LOUP grew to $30,652, SPY to $30,298.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
LOUP returns by calendar year
6 of 7 full years positive. Best 2020 (+86.2%), worst 2022 (−46.0%). 2026 is year to date.
LOUP annual returns table
| Year | LOUP | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +1.5% | −22.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +43.2% | −35.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +21.8% | −19.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +51.3% | −20.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −46.0% | −51.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +7.5% | −24.7% | +28.7% | +27.4% | −1.8% |
| 2020 | +86.2% | −41.5% | +18.3% | +48.6% | +7.5% |
| 2019 | +31.8% | −17.4% | +31.2% | +39.0% | +8.5% |
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.
LOUP largest drawdowns
Now 22.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 12, 2021 | −58.7% | Oct 14, 2022 | Jul 21, 2025 | 1.7 years | 4.4 years |
| Feb 19, 2020 | −41.5% | Mar 18, 2020 | Jun 5, 2020 | 28 days | 4 months |
| Aug 31, 2018 | −28.7% | Dec 24, 2018 | Dec 23, 2019 | 4 months | 1.3 years |
| Jun 2, 2026 | −22.6% | Oct 22, 2026 | not yet | 5 months | 5 months so far |
| Nov 3, 2025 | −21.0% | Mar 30, 2026 | Apr 22, 2026 | 5 months | 6 months |
| Sep 2, 2020 | −10.1% | Sep 8, 2020 | Oct 5, 2020 | 6 days | 33 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
LOUP risk statistics
| Statistic | 3 years | 5 years | Since 2018 |
|---|---|---|---|
| Annualized return | +35.7% | +11.6% | +16.6% |
| Volatility (annualized) | 31.2% | 32.4% | 31.1% |
| Sharpe ratio | 1.00 | 0.39 | 0.57 |
| Sortino ratio | 1.88 | 0.62 | 0.91 |
| Best month | +21.6% | +21.6% | +22.2% |
| Worst month | −15.0% | −18.8% | −18.8% |
| Best 12 months | +80.6% | +80.6% | +141.2% |
| Worst 12 months | −4.9% | −47.9% | −47.9% |
| Positive months | 64% | 57% | 59% |
| Beta vs S&P 500 | 2.10 | 1.72 | — |
| Correlation with S&P 500 | 0.84 | 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.
LOUP rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 88 | −47.9% | +27.0% | +141.2% | 75% |
| 3-year (a year) | 64 | −7.9% | +10.0% | +40.9% | 77% |
| 5-year (a year) | 40 | +4.9% | +13.1% | +17.1% | 100% |
Every holding period starting at a month-end since 2018. Returns for 3 years and longer are annualized.
LOUP performance overview
Innovator Loup Frontier Tech (LOUP) returned +0.1% over the past year and +7.3% a year over five years, with distributions reinvested. Since its first recorded price in 2018 it has returned +14.5% a year, turning $10,000 into about $30,652. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −58.7%, from Feb 12, 2021 to Oct 14, 2022, and it took 2.8 years to get back to the old high. LOUP finished 6 of its 7 full calendar years with a gain; the best year was 2020 (+86.2%) and the worst 2022 (−46.0%). Volatility has been 31.1% a year.
Related: LOUP chart, LOUP holdings, LOUP valuation. See the LOUP overview for the latest quote and fund facts.
LOUP performance FAQ
What is the LOUP return over the past year?
LOUP returned +0.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 0.1%.
What is the average annual return of LOUP?
LOUP has returned +7.3% a year over 5 years, +14.5% a year since July 25, 2018 (total return, distributions reinvested).
How much would $10,000 invested in LOUP be worth?
$10,000 invested in LOUP at its first recorded close on July 25, 2018 would be worth about $30,652 on October 23, 2026 with distributions reinvested.
What was the worst year for LOUP?
The worst calendar year was 2022, with a total return of −46.0%. The best was 2020 at +86.2%.
What is the biggest drawdown of LOUP?
The largest peak-to-trough decline was −58.7% between February 12, 2021 and October 14, 2022. It recovered to the old high on July 21, 2025, 2.8 years after the bottom.
How volatile is LOUP?
Over the past 3 years LOUP had an annualized volatility of 31.2% and a Sharpe ratio of 1.00 (excess return over 1–3 month T-bills per unit of risk).