Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPRF (Innovator S&P Investment Grade Preferred ETF) | -1.66% | 2.21% | 2.88% | -1.82% | 1.31% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPRF (Innovator S&P Investment Grade Preferred ETF) | 05/24/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.88 | 2.21 | 2.88 | -1.82 | 1.31 | NA | NA | … | … | -1.66 | 2.69 | 3.48 | 9.40 | -20.69 | 1.45 | 7.35 | 19.54 | -5.20 | 8.26 | -5.17 |
| Sharpe Ratio | NA | 0.10 | 0.06 | -0.35 | -0.01 | NA | NA | … | … | -0.63 | -0.02 | -0.01 | 0.36 | -1.51 | 0.27 | 0.25 | 3.86 | -0.90 | 1.15 | -1.08 |
| Standard Deviation(%) | NA | 7.51 | 9.83 | 11.82 | 13.03 | NA | NA | … | … | 8.04 | 9.93 | 9.33 | 16.02 | 14.72 | 5.20 | 28.73 | 4.69 | 7.37 | 6.64 | 7.98 |
| Draw Down(%) | NA | 8.57 | 12.26 | 25.21 | 26.84 | NA | NA | … | … | 6.75 | 8.42 | 8.62 | 16.13 | 23.27 | 4.13 | 26.84 | 1.89 | 10.58 | 2.90 | 9.13 |
| Yield(%) | 0.50 | 5.91 | 5.83 | 4.35 | 4.53 | 3.05 | 2.28 | … | … | 2.39 | 5.72 | 5.98 | 5.87 | 4.29 | 4.57 | 4.98 | 5.63 | 5.14 | 5.75 | 2.72 |
Data as of 06/04/2026, Common starting date is 05/24/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPRF (Innovator S&P Investment Grade Preferred ETF) |
-6.60%
Oct 2020 – Oct 2023 |
-2.01%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPRF (Innovator S&P Investment Grade Preferred ETF) |
9.19%
Dec 2018 – Dec 2021 |
5.97%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart