KJAN vs NBH

Comparison between Innovator U.S. Small Cap Power Buffer ETF - January (KJAN, ETF) and Neuberger Berman Municipal Fund Inc (NBH, ETF).

5-Year PerformanceKJAN has outperformed NBH, delivering a return of +8.2% compared to -2.9%

KJAN vs NBH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KJAN(ETF)	NBH(ETF)
Net Assets	$333M	$333M
Expense Ratio	0.79%	N/A
Max Drawdown	28.94%	49.69%
Sharpe Ratio	1.44	0.97
5Y Beta	0.64	0.19
5Y Dividends CAGR	N/A	-1.21%

Net Assets

Winner

KJAN

$333M

NBH

$333M

Expense Ratio

KJAN

0.79%

NBH

N/A

Max Drawdown

Winner

KJAN

28.94%

NBH

49.69%

Sharpe Ratio

Winner

KJAN

1.44

NBH

0.97

5Y Beta

KJAN

0.64

Winner

NBH

0.19

5Y Dividends CAGR

KJAN

N/A

NBH

-1.21%

KJAN vs NBH - Historical Returns

Returns include dividend reinvestment.

Period	KJAN	NBH
1 month	+0.72%	+0.13%
3 months	+4.49%	+1.77%
6 months	+6.54%	+3.78%
1 year	+20.24%	+12.73%
5 years(CAGR)	+8.16%	-2.92%
10 years(CAGR)	N/A	+0.38%
Max(CAGR)	+8.59%	+3.98%

Winner

KJAN

+0.72%

NBH

+0.13%

Winner

KJAN

+4.49%

NBH

+1.77%

Winner

KJAN

+6.54%

NBH

+3.78%

Winner

KJAN

+20.24%

NBH

+12.73%

5Y(CAGR)

Winner

KJAN

+8.16%

NBH

-2.92%

10Y(CAGR)

KJAN

N/A

NBH

+0.38%

Max(CAGR)

Winner

KJAN

+8.59%

NBH

+3.98%

KJAN vs NBH - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	KJAN	NBH
2026	+9.82%	+5.72%
2025	+10.60%	+3.72%
2024	+9.31%	+5.10%
2023	+15.02%	+2.61%
2022	-7.97%	-28.53%
2021	+12.89%	+4.67%
2020	+8.73%	+4.47%
2019	N/A	+25.05%
2018	N/A	-9.40%
2017	N/A	-2.94%
2016	N/A	+9.20%
2015	N/A	+7.37%
2014	N/A	+17.41%
2013	N/A	-9.28%
2012	N/A	+6.63%
2011	N/A	+21.40%
2010	N/A	+10.30%
2009	N/A	+22.48%
2008	N/A	-8.12%
2007	N/A	-1.92%
2006	N/A	+9.24%
2005	N/A	+7.01%
2004	N/A	+2.11%
2003	N/A	+5.39%
2002	N/A	-9.14%

KJAN vs NBH Drawdown Comparison

The maximum drawdown for KJAN was -28.94%, occurring on Mar 18, 2020. Recovery took 163 trading sessions.

The maximum drawdown for NBH was -43.50%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current NBH drawdown is -22.09%.

Rank	KJAN	NBH
#1	-28.94% Feb 19, 2020 - Oct 9, 2020	-43.50% Aug 27, 2021 - Oct 25, 2023
#2	-16.83% Dec 4, 2024 - Aug 28, 2025	-32.21% Feb 25, 2020 - Jan 11, 2021
#3	-15.23% Jan 3, 2022 - Jul 13, 2023	-26.07% Jan 16, 2008 - Jan 5, 2009
#4	-11.38% Jul 31, 2023 - Dec 14, 2023	-21.60% Nov 23, 2012 - Dec 4, 2014
#5	-5.42% Oct 27, 2025 - Nov 28, 2025	-18.63% Aug 23, 2016 - Jul 17, 2019
#6	-5.38% Jan 22, 2026 - Apr 13, 2026	-16.00% Mar 17, 2004 - Jun 16, 2005
#7	-5.29% Jul 16, 2024 - Sep 19, 2024	-13.79% Nov 1, 2002 - May 8, 2003
#8	-4.89% Dec 27, 2023 - Mar 20, 2024	-12.64% Jul 3, 2003 - Feb 27, 2004
#9	-4.44% Mar 28, 2024 - May 15, 2024	-12.16% Oct 26, 2010 - Aug 17, 2011
#10	-3.70% Nov 5, 2021 - Dec 27, 2021	-10.82% Jan 5, 2009 - May 19, 2009
#11	-3.69% Oct 12, 2020 - Nov 5, 2020	-8.96% Sep 27, 2006 - Jan 14, 2008
#12	-3.13% Jun 25, 2021 - Aug 27, 2021	-8.21% Feb 24, 2012 - Mar 30, 2012
#13	-2.95% Dec 11, 2025 - Jan 15, 2026	-7.71% Aug 2, 2012 - Sep 17, 2012
#14	-2.76% May 3, 2021 - May 27, 2021	-7.43% Jan 28, 2015 - Oct 6, 2015
#15	-2.63% May 15, 2024 - Jul 11, 2024	-7.39% Feb 9, 2021 - Apr 15, 2021