Skip to content
Beacon

TBJLInnovator 20+ Year Treasury Bond Buffer ETF – July

Grow my money#2176 of 2944 for Grow my money

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in investments that provide exposure to the iShares 20+ Year Treasury Bond ETF. The fund will invest substantially all of its assets in FLexible EXchange® Options (“FLEX Options”) on the Underlying ETF. It is non-diversified.

Innovator ETFs · Since 2020 (5 years)

Annual Cost

0.79%

#3848 out of 5,332 ETFs

Fund Size

$23M

#4014 out of 5,332 ETFs

Dividend Yield

0.00%

Track Record

5 years

#2214 out of 5,332 ETFs

Performance

1 Year

-1.0%

3 Years

-1.3%

5 Years

-3.1%

What's inside

Asset class
Strategy
structured outcome

Asset allocation

Bonds
99.0%
Cash
1.0%

Risk profile

Volatility (1Y)

6.1%

Moderate

Max drawdown

-29.2%

Worst peak-to-trough loss

Sharpe (3Y)

-0.44

Below average

Sortino (3Y)

-0.60

Moderate downside risk

Similar ETFs

Our take

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

Buffer
Warning

Buffer ETF — downside protection at a cost

Defined-outcome funds cap upside (typically 8–20%) in exchange for partial downside protection (9–30%), priced via options. Fees are materially higher than the underlying index (often 0.70%+ vs 0.03–0.10%). For most pre-retirees, a simple stock/bond mix achieves similar downside behaviour at a fraction of the cost.

Source: Morningstar, 'Defined-Outcome ETFs: Useful or Uneconomic?' (2023)

Why we flagged this: strategy=structured_outcome + structured_outcome_strategy

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

Data updated on 2026-05-05