UJUL
+1.26 · +3.35%
$38.93 · BATS

Innovator S&P 500 Ultra Buffer ETF — July (UJUL) ETF Analysis | Defined Outcome

Innovator ETFs · USA
AUM:$155.4M
#– 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 12.1% over the past year, showing positive momentum.

Cost Efficiency

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

What is UJUL?

The fund invests at least 80% of its net assets in FLexible EXchange® Options that reference the reference the SPDR® S&P 500® ETF Trust (the "Underlying ETF"). FLEX Options are exchange-traded options contracts with uniquely customizable terms.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
UJUL returned 12.1% 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.
ETF Information
AUM$155.4M
Expense Ratio0.79%
Dividend Yield0.00%
Holdings1
Inception DateAug 2018
Domicile
Distribution
Index
ProviderInnovator ETFs
Beta0.58
CategoryDefined Outcome
CurrencyUSD
Portfolio Impact

How would UJUL affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.7%
1Y
+9.9%
3Y
+42.7%
5Y
+51.7%
OpenBook InsightIf you had invested £10,000 in UJUL 5 years ago, it would have grown to £15,175 — a gain of £5,175.

Annual Returns

Calendar year performance

UJUL delivered positive returns in 4 of the last 5 calendar years.
YearUJUL
2026 YTD+6.8%
2025+12.4%
2024+14.3%
2023+17.8%
2022-7.0%
CAGR 4yr+8.9%
4/5 positive yearsAvg return: +8.9%Worst year: -7.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
5.9%
Low
Momentum
+1.8%
30-day change
Support Level
41.04
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.