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APRHInnovator Premium Income 20 Barrier ETF - April

Get income3y track recordRanked #1,439 of 1,711 in this goal

Seeks a high level of income (9.32% Defined Distribution Rate) with a 20% barrier against S&P 500 Price Return Index losses over each one-year outcome period.

By Innovator ETFs · Launched 2023

Annual Cost

0.79%

#4,298 of 6,062 · expensive

Fund Size

$25M

#4,395 of 6,062 · small

Return (1Y)

+7.6%

Track Record

3 years

#2,913 of 6,062 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,752+7.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

Holdings

By weight

Asset allocation

Bonds
90.3%
Cash
10.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.1%Low

Year-on-year price swings

Max drawdown
-5.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.73Decent risk-adjusted returns
Sortino (3Y)
1.11Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks a high level of income (9.32% Defined Distribution Rate) with a 20% barrier against S&P 500 Price Return Index losses over each one-year outcome period.
Strategy
Actively managed defined-outcome strategy investing in FLEX Options referencing the S&P 500 Price Return Index plus U.S. Treasury bills. Treasury income and option premiums fund quarterly Defined Distributions; shareholders are protected against U.S. Equity Index losses at or below a 20% Barrier but bear one-to-one losses once the Barrier is breached. No buffer or floor, no upside participation; outcome period resets annually each April.
Inception date
March 31, 2023
Fund family
Innovator ETFs

Next steps

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Data updated on 2026-09-19