BALT: Innovator Defined Wealth Shield ETF
Performance
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Summary
BALT at a glance
BALT returned +6.14% over the past year and +6.19% a year over five years. Its worst drop in that year was -1.15%, smaller than 94% of ETFs on Redstone, and its Sharpe ratio of 0.87 beats 76% of ETFs on Redstone. It pays no dividends.
Current Drawdown
-0.34%
Rolling Volatility
5.04%
Metrics
Risk Indicators
Profile
About BALT
The Fund seeks capital appreciation with a measure of downside protection by providing investors with returns that match the return of the Underlying ETF, up to the upside cap of 2.42% (prior to taking into account management fees and other Fund operating expenses) while seeking to provide a buffer against the first 20% (prior to taking into account management fees and other Fund operating expenses) of Underlying ETF losses, over the period from October 1, 2026 to December 31, 2026. General Strategy Description.
From its prospectus, filed Oct 1, 2026- Category
- Alternatives
- Expense ratio
- 0.69%
- Fund size
- $3.2B
- Inception
- Jun 2021
Comparisons