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TFJLInnovator 20+ Year Treasury Bond 5 Floor ETF - Quarterly

Diversifier6y track recordRanked #177 of 281 in this goal

Seeks to provide returns that match the Underlying ETF's return up to a cap of 26.81% while limiting losses to 5%.

By Innovator ETFs · Launched 2020

Annual Cost

0.79%

#4,370 of 6,040 · expensive

Fund Size

$4M

#5,380 of 6,040 · small

Return (1Y)

-9.2%

Track Record

6 years

#2,141 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$9,096-9.0%

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

ICE US Treasury 20+ Year Bond Index

Holdings

By weight

Concentration

Top 4 holdings = 100.1% of fundconcentrated

N/A
99.3%
N/A
0.7%
US BANK MMDA - USBGFS 9
0.2%
N/A
-0.0%

Asset allocation

Bonds
98.8%
Cash
1.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
7.6%Low

Year-on-year price swings

Max drawdown
-25.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
-0.51Below average
Sortino (3Y)
-0.73Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide returns that match the Underlying ETF's return up to a cap of 26.81% while limiting losses to 5%.
Strategy
Actively managed ETF that invests at least 80% of net assets in FLEX Options referencing the iShares 20+ Year Treasury Bond ETF, aiming to provide returns that match the Underlying ETF's performance with a cap of 26.81% and a floor limiting losses to 5%.
Inception date
August 17, 2020
Fund family
Innovator ETFs

Next steps

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Data updated on 2026-09-18