(BALT) Innovator Defined - Performance 6.6% in 12m
BALT performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
71.64%
#22 in Peer-Group
Rel. Strength
47.86%
#3867 in Stock-Universe
Total Return 12m
6.61%
#185 in Peer-Group
Total Return 5y
24.73%
#134 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 32.10 USD |
| 52 Week Low | 29.76 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 57.26 |
| Buy/Sell Signal +-5 | -0.26 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BALT (6.6%) vs SPY (14.7%)
5y Drawdown (Underwater) Chart
Top Performer in Defined Outcome
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FFEB BATS FT Cboe Vest U.S. Equity |
3.05% | 11.7% | 77.3% | - | - | - | - | - |
| PMAR BATS Innovator SP500 Power |
2.43% | 11.1% | 57.3% | - | - | - | - | - |
| PJUL BATS Innovator SP500 Power |
4.63% | 12.5% | 63.5% | - | - | - | - | - |
| POCT BATS Innovator SP500 Power |
2.63% | 7.78% | 63.8% | - | - | - | - | - |
| BFEB BATS Innovator SP500 Buffer |
3.24% | 9.62% | 85.4% | - | - | - | - | - |
| FJUN BATS FT Cboe Vest U.S. Equity |
3.01% | 10.8% | 75% | - | - | - | - | - |
| OCTW NYSE ARCA AIM Products Trust |
2.28% | 7.21% | 48.2% | - | - | - | - | - |
| AZBO NYSE ARCA AllianzIM U.S. Large Cap |
2.23% | 7.15% | 48% | - | - | - | - | - |
Performance Comparison: BALT vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for BALT
| Total Return (including Dividends) | BALT | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.60% | 4.55% | 4.55% |
| 3 Months | 2.23% | 10.78% | 10.78% |
| 12 Months | 6.61% | 14.71% | 14.71% |
| 5 Years | 24.73% | 112.53% | 112.53% |
| Trend Score (consistency of price movement) | BALT | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 94.9% | 79.2% | 79.2% |
| 3 Months | 96.2% | 92.9% | 92.9% |
| 12 Months | 84.7% | 44.2% | 44.2% |
| 5 Years | 97.4% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th2.50 | -3.78% | -3.78% |
| 3 Month | %th5.00 | -7.72% | -7.72% |
| 12 Month | %th7.00 | -7.06% | -7.06% |
| 5 Years | %th45.50 | -17.89% | -17.89% |
FAQs
Does Innovator Defined (BALT) outperform the market?
No,
over the last 12 months BALT made 6.61%, while its related Sector, the SPDR SP500 Trust (SPY) made 14.71%.
Over the last 3 months BALT made 2.23%, while SPY made 10.78%.
Performance Comparison BALT vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
BALT vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.9% | -4% | -4% | -8% |
| US NASDAQ 100 | QQQ | -3.7% | -5% | -6.1% | -9% |
| German DAX 40 | DAX | -2.7% | 0.6% | -16.9% | -23% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.5% | -3.6% | -1.9% | -11% |
| Hongkong Hang Seng | HSI | -2.4% | -5.2% | -19.7% | -29% |
| India NIFTY 50 | INDA | -2.4% | -1.5% | -3.7% | 7% |
| Brasil Bovespa | EWZ | -4.2% | -7.2% | -28.5% | -7% |
BALT vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.4% | -6.2% | -10.6% | -22% |
| Consumer Discretionary | XLY | -1.3% | -1% | 4.8% | -13% |
| Consumer Staples | XLP | 0.6% | 2.2% | -2.2% | -3% |
| Energy | XLE | 1.5% | -2.9% | 1.5% | 11% |
| Financial | XLF | -3% | -2.5% | -7% | -22% |
| Health Care | XLV | -1.9% | -1.4% | 3.3% | 12% |
| Industrial | XLI | -2.5% | -3.1% | -10.6% | -18% |
| Materials | XLB | -0.9% | -1% | -3.3% | 4% |
| Real Estate | XLRE | 1.6% | 0.6% | -1.3% | -6% |
| Technology | XLK | -4.2% | -8.3% | -7.2% | -5% |
| Utilities | XLU | -0.4% | 0.5% | -7.3% | -18% |
| Aerospace & Defense | XAR | -4.8% | -9.3% | -25.3% | -46% |
| Biotech | XBI | -0.7% | -1.5% | 10% | 17% |
| Homebuilder | XHB | -1.1% | -5.5% | 7.3% | 6% |
| Retail | XRT | 0.2% | -0.8% | 4.8% | 0% |
BALT vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 4.4% | -4.52% | 5.33% | 17% |
| Natural Gas | UNG | 9.4% | 10% | 11.2% | 14% |
| Gold | GLD | 2.1% | 2.8% | -23.8% | -35% |
| Silver | SLV | 0.6% | -3.3% | -22.5% | -16% |
| Copper | CPER | -3.1% | -3.6% | -23.7% | -9% |
BALT vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.6% | -3% | -0.8% | 5% |
| iShares High Yield Corp. Bond | HYG | -0.8% | -1.3% | -2.9% | -4% |