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KJULInnovator Russell 2000 Power Buffer ETF - July

Grow my money6y track recordRanked #1,649 of 2,992 in this goal

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. It is non-diversified.

By Innovator ETFs · Launched 2020

Annual Cost

0.79%

#4,208 of 5,854 · expensive

Fund Size

$132M

#2,735 of 5,854 · mid-size

Return (1Y)Goal

+13.5%

Track Record

6 years

#2,102 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,409+14.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

Russell 2000 Index

What it actually holds

By weight

Asset allocation

Stocks
100.0%
Cash
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
7.3%Low

Year-on-year price swings

Max drawdown
-16.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.46Below average
Sortino (3Y)
0.67Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
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. It is non-diversified.
Strategy
The Fund employs a defined outcome strategy, investing primarily in FLEX Options that reference the Underlying ETF, and may also invest directly in the Underlying ETF or its components. This strategy is designed to produce specific investment outcomes based on the performance of the Underlying ETF over an Outcome Period, allowing for potential positive returns regardless of market direction, subject to certain caps and thresholds.
Inception date
June 30, 2020
Fund family
Innovator ETFs

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Buffer
Warning

You can build this cheaper yourself

Defined-outcome funds cap your gains (often 8% to 20%) in exchange for cushioning losses by 9% to 30%, priced with options. The fee runs about 0.70% or more, against 0.03% to 0.10% for a plain index fund. For most investors, a simple stock-and-bond mix gives similar protection for far less.

Sources: Morningstar, 'Buffer Funds Are on the Rise, but They May Not Make Sense for Most Investors' (2025)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-03