Innovator Defined Wealth Shield ETF BALT | CBOE
|2026-09-28
|F&G 58
|RSI 56.5
Company Overview:
5.2 Year BALT Performance Metrics:
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Projected Future Returns & Dividends for BALT
Based on past 5.2-year performance, here are BALT growth metrics:
Share price CAGR of +6.07%
Dividend CAGR of +0%
Using BALT CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| BALT (DRIP) | BALT - No DRIP | |
|---|---|---|
| Current Price | $34.94 | $34.94 |
| Start Shares | 286.20 | 286.20 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 286.20 | 286.20 |
| Dividends Payment | $0.00 | $0.00 |
| Annual Dividends | $0 | $0 |
| Yield on cost | 0.00% | 0.00% |
| Share Price | $34.94 | $34.94 |
| Total Dividends | $0 | $0 |
| Final Value | $10,000 | $10,000 |
NOTE: Above numbers are our estimate based on BALT's Dividend and Price CAGR over past 5.2 years.
These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.
We cannot guarantee that your actual returns will meet these estimates.
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Company Info
Innovator Defined Wealth Shield ETF (BALT) had its IPO on 2021-07-01, and is traded on CBOE stock exchange.
The Innovator Defined Wealth Shield ETF is engineered to replicate the gains of the SPDR S&P 500 ETF Trust (SPY), up to a specified maximum, while also providing a degree of safeguard against market downturns. It aims to absorb the first 20% of losses for investors over each three-month outcome period. This ETF is suitable for long-term holding, as its protective mechanisms reset quarterly after every outcome period.
BALT website: https://www.innovatoretfs.com/etf/?ticker=BALT
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- Stock Fundamentals
- DCF valuation modeling
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- Revenue & EPS Estimates
- Everything in Pro
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- YieldMax NAV Erosion Alerts
- Stocks Dashboard
- Everything in Premium
- Group & weekly ETF estimates
- YouTuber Mode
- Trades summary + CSV export
- Priority data & support
DCF model unavailable for BALT — no fundamentals on file (ETFs and funds are not modelable).
