TBJL
Innovator 20+ Year Treasury Bond 9 Buffer ETF - July
📎 Investment Objective
The Innovator 20+ Year Treasury Bond 9 Buffer ETF - July seeks to provide investors with exposure to long-term U.S. Treasury bonds while providing a buffer against the first 9% of losses over the course of a one-year period.
Overview
ETF tracking Innovator 20+ Year Treasury Bond 9 Buffer ETF - July
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Innovator 20+ Year Treasury Bond 9 Buffer ETF - July seeks to provide investors with exposure to long-term U.S. Treasury bonds while providing a buffer against the first 9% of losses over the course of a one-year period.
🎯 Investment Strategy
The ETF achieves its objective by investing in a portfolio of long-term U.S. Treasury bonds and using options strategies to provide the 9% buffer against losses. The fund resets its buffer annually in July.
✨ Key Features
- Provides exposure to long-term U.S. Treasury bonds
- Offers a 9% buffer against losses over a one-year period
- Resets the buffer annually in July
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Interest rate risk: The fund's value may decline due to rising interest rates
- Credit risk: The risk of default by the U.S. government on its debt obligations
- Liquidity risk: The fund may have difficulty selling its holdings in volatile or uncertain market conditions
- Buffered loss risk: The 9% buffer may not be sufficient to protect against all losses
👤 Best For
This ETF may be suitable for investors seeking exposure to long-term U.S. Treasury bonds with some downside protection, and who have a moderate risk tolerance and a one-year investment horizon.
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