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KJUL vs WEA

Comparison between Innovator U.S. Small Cap Power Buffer ETF - July (KJUL, ETF) and Western Asset Premier Bond Fund (WEA, ETF).

5-Year PerformanceKJUL has outperformed WEA, delivering a return of +4.9% compared to +0.8%

KJUL vs WEA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
KJUL
$135M
WEA
$135M
Expense Ratio
KJUL
0.79%
WEA
N/A
Max Drawdown
Winner
KJUL
16.69%
WEA
64.91%
Sharpe Ratio
Winner
KJUL
1.74
WEA
0.23
5Y Beta
KJUL
0.54
Winner
WEA
0.17
5Y Dividends CAGR
KJUL
N/A
WEA
2.82%

KJUL vs WEA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
KJUL
+0.72%
WEA
-0.85%
3M
Winner
KJUL
+4.38%
WEA
-1.33%
6M
Winner
KJUL
+6.77%
WEA
-1.67%
1Y
Winner
KJUL
+18.80%
WEA
+4.74%
5Y(CAGR)
Winner
KJUL
+4.91%
WEA
+0.79%
10Y(CAGR)
KJUL
N/A
WEA
+4.77%
Max(CAGR)
KJUL
+6.57%
Winner
WEA
+6.78%

KJUL vs WEA - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearKJULWEA
2026+6.06%-2.90%
2025+7.78%+10.62%
2024+9.09%+8.11%
2023+12.14%+11.37%
2022-8.88%-19.85%
2021+2.76%+7.94%
2020+11.61%+2.69%
2019N/A+29.73%
2018N/A-7.09%
2017N/A+12.90%
2016N/A+14.58%
2015N/A-4.77%
2014N/A+2.85%
2013N/A-1.11%
2012N/A+5.40%
2011N/A+23.20%
2010N/A+15.97%
2009N/A+60.16%
2008N/A-26.27%
2007N/A-6.57%
2006N/A+19.32%
2005N/A-6.94%
2004N/A+11.88%
2003N/A+23.03%
2002N/A+1.64%

KJUL vs WEA Drawdown Comparison

The maximum drawdown for KJUL was -16.69%, occurring on Jun 16, 2022. Recovery took 536 trading sessions.

The maximum drawdown for WEA was -57.59%, occurring on Nov 21, 2008. Recovery took 575 trading sessions.

The current KJUL drawdown is -0.22%. The current WEA drawdown is -4.45%.

RankKJULWEA
#1-16.69%
Nov 5, 2021 - Dec 26, 2023
-57.59%
Jun 5, 2007 - Sep 15, 2009
#2-14.45%
Dec 2, 2024 - Aug 22, 2025
-37.81%
Feb 19, 2020 - Dec 17, 2020
#3-5.31%
Mar 28, 2024 - May 15, 2024
-30.30%
Jul 23, 2021 - Aug 25, 2025
#4-5.20%
Jul 16, 2024 - Aug 30, 2024
-19.61%
May 7, 2013 - Jan 29, 2015
#5-4.22%
May 15, 2024 - Jul 12, 2024
-17.74%
Feb 17, 2015 - Jun 27, 2016
#6-4.15%
Jul 1, 2021 - Oct 25, 2021
-15.89%
Jul 8, 2011 - Sep 14, 2011
#7-4.08%
Aug 17, 2020 - Oct 7, 2020
-15.20%
Feb 15, 2005 - Sep 6, 2005
#8-4.01%
Dec 26, 2023 - Feb 15, 2024
-13.78%
Mar 23, 2004 - Sep 28, 2004
#9-3.42%
Oct 24, 2025 - Nov 26, 2025
-12.47%
Sep 14, 2011 - Dec 13, 2011
#10-3.40%
Oct 12, 2020 - Nov 5, 2020
-12.46%
Sep 6, 2005 - Feb 3, 2006
#11-3.33%
Feb 26, 2026 - Apr 8, 2026
-12.32%
Jun 19, 2002 - Jan 21, 2003
#12-2.98%
Aug 30, 2024 - Sep 19, 2024
-11.64%
Oct 26, 2012 - Jan 14, 2013
#13-2.12%
Nov 11, 2024 - Nov 25, 2024
-10.79%
Aug 29, 2016 - Feb 16, 2017
#14-1.79%
Feb 15, 2024 - Feb 29, 2024
-10.45%
Jul 9, 2003 - Dec 10, 2003
#15-1.77%
Mar 8, 2024 - Mar 21, 2024
-10.25%
Nov 7, 2017 - Mar 21, 2019

Correlation

Correlation between KJUL and WEA is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

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