Performance analysis of BALT (Innovator Defined Wealth Shield ETF)
Annual Return
Over the past 3 years, BALT has had an average annual return of +7.30%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Jul 1, 2021, BALT has had an average annual return of +5.94%, underperforming the benchmark SPY, which returned +13.73% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.96% | +6.66% | +9.97% | +7.46% | +2.53% | +0.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.55% | +0.19% | -0.88% | +1.54% | +0.50% | +0.05% | +1.96% | ||||||
| 2025 | +0.91% | +0.11% | -1.13% | +0.06% | +1.53% | +0.63% | +0.75% | +0.84% | +0.70% | +0.61% | +0.46% | +1.02% | +6.66% |
| 2024 | +0.63% | +1.15% | +0.62% | -0.68% | +1.48% | +1.83% | +0.67% | +1.12% | +0.85% | +0.16% | +1.62% | +0.12% | +9.97% |
| 2023 | +1.06% | +0.08% | +1.26% | +0.70% | +0.29% | +1.42% | +0.89% | +0.04% | -1.24% | -0.07% | +2.27% | +0.56% | +7.46% |
| 2022 | -0.47% | -0.08% | +0.31% | -1.27% | +0.87% | +0.27% | +1.16% | +0.16% | -1.45% | +1.40% | +1.15% | +0.52% | +2.53% |
| 2021 | +0.14% | +0.27% | -0.06% | +0.21% | +0.02% | +0.24% | +0.82% |
Drawdown analysis of BALT (Innovator Defined Wealth Shield ETF)
The maximum drawdown for the BALT was -4.90%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -4.90% | Feb 20, 2025 | 33 | Apr 8, 2025 | 38 | Jun 3, 2025 | 71 |
| -2.15% | Jan 4, 2022 | 113 | Jun 16, 2022 | 14 | Jul 8, 2022 | 127 |
| -1.98% | Aug 25, 2022 | 33 | Oct 12, 2022 | 21 | Nov 10, 2022 | 54 |
| -1.84% | Sep 14, 2023 | 30 | Oct 26, 2023 | 13 | Nov 14, 2023 | 43 |
| -1.84% | Jul 16, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
| -1.15% | Feb 25, 2026 | 16 | Mar 19, 2026 | 17 | Apr 14, 2026 | 33 |
| -1.14% | Aug 30, 2024 | 4 | Sep 6, 2024 | 5 | Sep 13, 2024 | 9 |
| -1.02% | Mar 28, 2024 | 15 | Apr 19, 2024 | 14 | May 9, 2024 | 29 |
| -0.85% | Jul 31, 2023 | 14 | Aug 18, 2023 | 8 | Aug 30, 2023 | 22 |
| -0.85% | Nov 11, 2025 | 7 | Nov 20, 2025 | 3 | Nov 25, 2025 | 10 |
| -0.76% | Dec 16, 2024 | 2 | Dec 18, 2024 | 4 | Dec 24, 2024 | 6 |
| -0.75% | Mar 6, 2023 | 4 | Mar 10, 2023 | 7 | Mar 21, 2023 | 11 |
| -0.62% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -0.59% | Sep 27, 2021 | 5 | Oct 4, 2021 | 11 | Oct 19, 2021 | 16 |
| -0.55% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -0.54% | May 28, 2024 | 2 | May 30, 2024 | 4 | Jun 5, 2024 | 6 |
| -0.46% | Oct 29, 2024 | 2 | Oct 31, 2024 | 4 | Nov 6, 2024 | 6 |
| -0.46% | Jul 8, 2022 | 4 | Jul 14, 2022 | 3 | Jul 19, 2022 | 7 |
| -0.44% | Feb 2, 2026 | 3 | Feb 5, 2026 | 2 | Feb 9, 2026 | 5 |
| -0.44% | Apr 28, 2023 | 4 | May 4, 2023 | 7 | May 15, 2023 | 11 |
| -0.43% | Dec 26, 2024 | 9 | Jan 10, 2025 | 4 | Jan 16, 2025 | 13 |
| -0.43% | Jul 28, 2025 | 4 | Aug 1, 2025 | 4 | Aug 7, 2025 | 8 |
| -0.40% | May 19, 2023 | 3 | May 24, 2023 | 2 | May 26, 2023 | 5 |
| -0.40% | Mar 21, 2023 | 1 | Mar 22, 2023 | 3 | Mar 27, 2023 | 4 |
| -0.39% | Aug 30, 2023 | 5 | Sep 7, 2023 | 5 | Sep 14, 2023 | 10 |