Innovator Russell 2000 Etf Performance
| KOCT Etf | USD 29.41 0.36 1.24% |
The etf retains a Market Volatility (i.e., Beta) of 0.45, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Innovator Russell's returns are expected to increase less than the market. However, during the bear market, the loss of holding Innovator Russell is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Innovator Russell 2000 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest uncertain performance, the Etf's fundamental indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the exchange-traded fund private investors. ...more
1 | Technical Pivots with Risk Controls - Stock Traders Daily | 01/29/2025 |
2 | Long Term Investment Analysis - Stock Traders Daily | 02/10/2025 |
3 | Truist Financial Corp Increases Stake in Innovator U.S. Small Cap Power Buffer ETF October - Defense World | 02/26/2025 |
4 | Acas LLC Acquires 3,845 Shares of Innovator U.S. Small Cap Power Buffer ETF October | 03/07/2025 |
| In Threey Sharp Ratio | 0.10 |
Innovator |
Innovator Russell Relative Risk vs. Return Landscape
If you would invest 3,129 in Innovator Russell 2000 on December 14, 2024 and sell it today you would lose (188.00) from holding Innovator Russell 2000 or give up 6.01% of portfolio value over 90 days. Innovator Russell 2000 is currently does not generate positive expected returns and assumes 0.6509% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of etfs are less volatile than Innovator, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Innovator Russell Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Innovator Russell's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Innovator Russell 2000, and traders can use it to determine the average amount a Innovator Russell's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1554
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| Negative Returns | KOCT |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Innovator Russell is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Innovator Russell by adding Innovator Russell to a well-diversified portfolio.
Innovator Russell Fundamentals Growth
Innovator Etf prices reflect investors' perceptions of the future prospects and financial health of Innovator Russell, and Innovator Russell fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Innovator Etf performance.
| Total Asset | 31.96 M | |||
About Innovator Russell Performance
Assessing Innovator Russell's fundamental ratios provides investors with valuable insights into Innovator Russell's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Innovator Russell is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in FLexible Exchange Options that reference the iShares Russell 2000 ETF. Innovator Russell is traded on BATS Exchange in the United States.| Innovator Russell generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: Acas LLC Acquires 3,845 Shares of Innovator U.S. Small Cap Power Buffer ETF October | |
| The fund maintains 99.36% of its assets in stocks |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Innovator Russell 2000. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
The market value of Innovator Russell 2000 is measured differently than its book value, which is the value of Innovator that is recorded on the company's balance sheet. Investors also form their own opinion of Innovator Russell's value that differs from its market value or its book value, called intrinsic value, which is Innovator Russell's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Innovator Russell's market value can be influenced by many factors that don't directly affect Innovator Russell's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Innovator Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if Innovator Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Innovator Russell's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.