Performance analysis of EPRF (Innovator S&P Investment Grade Preferred ETF)
Annual Return
Over the past 3 years, EPRF has had an average annual return of +2.54%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, EPRF has had an average annual return of -1.90%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Jul 3, 2017, EPRF has had an average annual return of +1.14%, underperforming the benchmark SPY, which returned +15.45% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.98% | +2.70% | +3.43% | +9.42% | -20.71% | +1.37% | +7.38% | +19.53% | -5.58% | -0.31% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.34% | -2.23% | -3.39% | +3.55% | -0.20% | -0.91% | -1.98% | ||||||
| 2025 | +2.03% | +0.44% | -3.72% | -0.87% | +0.46% | +1.78% | +2.32% | +1.07% | +1.77% | -1.50% | -1.11% | +0.20% | +2.70% |
| 2024 | +3.50% | +1.71% | +0.19% | -4.74% | +2.37% | -0.91% | +1.14% | +3.43% | +3.32% | -1.09% | +0.54% | -5.57% | +3.43% |
| 2023 | +12.17% | -2.95% | -4.19% | +1.53% | -2.41% | +1.08% | +0.66% | -1.85% | -1.40% | -4.31% | +9.53% | +2.60% | +9.42% |
| 2022 | -4.01% | -4.24% | +0.04% | -7.68% | +3.25% | -4.53% | +6.92% | -5.58% | -3.83% | -3.92% | +6.27% | -4.42% | -20.71% |
| 2021 | -2.12% | -1.49% | +2.79% | +0.33% | +0.74% | +1.28% | +0.04% | -0.16% | -0.33% | +0.85% | -2.67% | +2.24% | +1.37% |
| 2020 | +1.16% | -3.32% | -7.25% | +8.98% | +0.24% | -0.52% | +4.26% | +1.44% | -0.43% | -0.56% | +2.06% | +1.91% | +7.38% |
| 2019 | +7.26% | +0.63% | +2.03% | +0.45% | +1.09% | +1.50% | +2.13% | +0.48% | +1.15% | +0.06% | -0.66% | +2.05% | +19.53% |
| 2018 | -2.20% | +0.94% | +1.06% | -1.67% | +1.05% | +2.56% | -0.29% | +1.13% | -2.53% | -1.46% | -2.33% | -1.83% | -5.58% |
| 2017 | +0.04% | -0.75% | -0.05% | +0.58% | +0.55% | -0.68% | -0.31% |
Drawdown analysis of EPRF (Innovator S&P Investment Grade Preferred ETF)
The maximum drawdown for the EPRF was -26.82%, occurring on Mar 18, 2020. Recovery took 92 trading sessions.
The current EPRF drawdown is -10.72%.
Since Jul 3, 2017 EPRF has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.82% | Feb 12, 2020 | 24 | Mar 18, 2020 | 92 | Jul 29, 2020 | 116 |
| -25.25% | Nov 5, 2021 | 490 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |
| -10.57% | Jul 9, 2018 | 119 | Dec 27, 2018 | 51 | Mar 13, 2019 | 170 |
| -5.46% | Dec 5, 2017 | 45 | Feb 9, 2018 | 99 | Jul 3, 2018 | 144 |
| -4.15% | Dec 31, 2020 | 37 | Feb 25, 2021 | 28 | Apr 7, 2021 | 65 |
| -2.37% | Oct 8, 2020 | 14 | Oct 28, 2020 | 13 | Nov 16, 2020 | 27 |
| -1.99% | Sep 1, 2017 | 25 | Oct 9, 2017 | 31 | Nov 21, 2017 | 56 |
| -1.87% | Oct 24, 2019 | 26 | Dec 2, 2019 | 11 | Dec 17, 2019 | 37 |
| -1.80% | Jul 7, 2021 | 63 | Oct 5, 2021 | 17 | Oct 28, 2021 | 80 |
| -1.63% | Sep 4, 2019 | 7 | Sep 13, 2019 | 18 | Oct 9, 2019 | 25 |
| -1.45% | Apr 23, 2021 | 13 | May 12, 2021 | 13 | Jun 1, 2021 | 26 |
| -1.43% | Sep 15, 2020 | 7 | Sep 24, 2020 | 2 | Sep 28, 2020 | 9 |
| -1.29% | Aug 31, 2020 | 5 | Sep 8, 2020 | 5 | Sep 15, 2020 | 10 |
| -1.23% | Jul 5, 2017 | 1 | Aug 10, 2017 | 16 | Sep 1, 2017 | 17 |
| -1.04% | Aug 2, 2019 | 3 | Aug 7, 2019 | 4 | Aug 13, 2019 | 7 |
| -0.74% | Mar 18, 2019 | 5 | Mar 25, 2019 | 5 | Apr 1, 2019 | 10 |
| -0.72% | Aug 22, 2019 | 6 | Aug 30, 2019 | 2 | Sep 4, 2019 | 8 |
| -0.72% | Apr 16, 2019 | 9 | Apr 30, 2019 | 11 | May 15, 2019 | 20 |
| -0.69% | Jan 30, 2020 | 1 | Jan 31, 2020 | 8 | Feb 12, 2020 | 9 |
| -0.67% | Jun 25, 2019 | 3 | Jun 28, 2019 | 9 | Jul 12, 2019 | 12 |
| -0.67% | Nov 24, 2017 | 3 | Nov 29, 2017 | 3 | Dec 4, 2017 | 6 |
| -0.59% | May 16, 2019 | 2 | May 20, 2019 | 4 | May 24, 2019 | 6 |
| -0.59% | Nov 16, 2020 | 9 | Nov 30, 2020 | 7 | Dec 9, 2020 | 16 |
| -0.57% | Apr 5, 2019 | 2 | Apr 9, 2019 | 5 | Apr 16, 2019 | 7 |
| -0.55% | Sep 28, 2020 | 2 | Sep 30, 2020 | 1 | Oct 1, 2020 | 3 |