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UAUGInnovator U.S. Equity Ultra Buffer ETF - August

Grow my moneyStay safe7y track recordRanked #121 of 387 in this goal

Seeks returns that match the return of the Underlying ETF, up to an upside cap of 11.62%, while providing a buffer against losses of 5% to 35%.

By Innovator ETFs · Launched 2019

Annual Cost

0.79%

#4,370 of 6,040 · expensive

Fund Size

$240M

#2,299 of 6,040 · mid-size

Return (1Y)

+9.8%

Track Record

7 years

#1,918 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,941+9.4%

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

S&P 500 Index

Holdings

By weight

Concentration

Top 5 holdings = 100.1% of fundconcentrated

N/A
104.4%
N/A
0.5%
US BANK MMDA - USBGFS 9
0.3%
N/A
-0.1%
N/A
-5.1%

Asset allocation

Stocks
99.9%
Other
0.1%
Cash
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
5.1%Low

Year-on-year price swings

Max drawdown
-13.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)
1.21Strong risk-adjusted returns
Sortino (3Y)
1.79Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks returns that match the return of the Underlying ETF, up to an upside cap of 11.62%, while providing a buffer against losses of 5% to 35%.
Strategy
Invests primarily in FLEX Options referencing the Underlying ETF to provide returns matching the Underlying ETF, with a buffer against losses of 5% to 35% during the Outcome Period. The strategy aims for an upside cap of 11.62% before fees.
Inception date
July 31, 2019
Fund family
Innovator ETFs

Next steps

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Data updated on 2026-09-18