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KJUL
+1.62 · +5.31%
$32.17 · BATS

Innovator Russell 2000 Power Buffer ETF - July (KJUL) ETF Analysis | Defined Outcome

Innovator ETFs · USA
AUM:$133.2M
#– of – in Defined Outcome ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 11.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.79% — above average for this category.

What is KJUL?

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in investments that provide exposure to the iShares Russell 2000 ETF (the "Underlying ETF"). FLEX Options are exchange-traded option contracts with uniquely customizable terms.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
KJUL returned 11.3% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.79% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 264.6% of the ETF — significant weight in a small number of names.
ETF Information
AUM$133.2M
Expense Ratio0.79%
Dividend Yield0.00%
Holdings5
Inception DateJun 2020
Domicile–
Distribution–
Index–
ProviderInnovator ETFs
Beta0.73
CategoryDefined Outcome
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.4%
1Y
+10.9%
3Y
+31.0%
5Y
+28.5%
OpenBook InsightIf you had invested £10,000 in KJUL 5 years ago, it would have grown to £12,851 — a gain of £2,851.

Annual Returns

Calendar year performance

KJUL delivered positive returns in 4 of the last 5 calendar years.
YearKJUL
2026 YTD+6.6%
2025+7.8%
2024+9.1%
2023+12.1%
2022-8.9%
CAGR 4yr+4.7%
4/5 positive yearsAvg return: +5.3%Worst year: -8.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
7.9%
Low
Momentum
+0.9%
30-day change
Support Level
33.88
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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