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WEA vs KJUL

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

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

WEA vs KJUL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

WEA vs KJUL - Historical Returns

Returns include dividend reinvestment.

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

WEA vs KJUL - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

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

WEA vs KJUL Drawdown Comparison

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

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

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

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

Correlation

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

0.80
-101

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