Performance analysis of APRT (ALLIANZIM U.S. EQUITY BUFFER10 APR ETF)
Annual Return
Over the past 3 years, APRT has had an average annual return of +13.10%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, APRT has had an average annual return of +10.31%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Jun 1, 2020, APRT has had an average annual return of +11.13%, underperforming the benchmark SPY, which returned +17.21% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.17% | +7.99% | +15.14% | +22.13% | -6.41% | +11.90% | +9.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.59% | +0.50% | +0.97% | +5.62% | +2.08% | +0.12% | -0.00523% | +10.17% | |||||
| 2025 | +2.28% | -0.70% | -5.31% | -0.76% | +3.93% | +2.67% | +1.30% | +1.09% | +1.24% | +0.58% | +0.70% | +0.99% | +7.99% |
| 2024 | +1.44% | +2.01% | +0.60% | -2.45% | +3.59% | +2.64% | +0.89% | +1.96% | +1.61% | -0.51% | +3.98% | -1.36% | +15.14% |
| 2023 | +4.53% | -0.38% | +3.47% | +1.13% | +0.50% | +4.60% | +1.85% | -0.53% | -3.21% | -1.50% | +6.97% | +3.20% | +22.13% |
| 2022 | -1.20% | -1.03% | +4.04% | -6.40% | +0.40% | -5.84% | +6.57% | -2.58% | -6.14% | +5.81% | +3.73% | -2.80% | -6.41% |
| 2021 | -0.28% | +1.13% | +0.73% | +2.75% | +0.73% | +1.35% | +1% | +1.31% | -1.74% | +3% | -0.64% | +2.07% | +11.90% |
| 2020 | +0.32% | +2.63% | +2.42% | -0.85% | -1.02% | +4.49% | +0.88% | +9.08% |
Drawdown analysis of APRT (ALLIANZIM U.S. EQUITY BUFFER10 APR ETF)
The maximum drawdown for the APRT was -14.98%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current APRT drawdown is -0.56%.
Since Jun 1, 2020 APRT has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.98% | Feb 19, 2025 | 34 | Apr 8, 2025 | 86 | Aug 12, 2025 | 120 |
| -13.91% | Mar 31, 2022 | 134 | Oct 12, 2022 | 136 | Apr 28, 2023 | 270 |
| -6.64% | Jul 28, 2023 | 64 | Oct 27, 2023 | 13 | Nov 15, 2023 | 77 |
| -5.89% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -5.68% | Jan 3, 2022 | 48 | Mar 14, 2022 | 8 | Mar 24, 2022 | 56 |
| -4.05% | Jun 8, 2020 | 3 | Jun 11, 2020 | 25 | Jul 17, 2020 | 28 |
| -3.62% | Apr 1, 2024 | 14 | Apr 19, 2024 | 15 | May 10, 2024 | 29 |
| -3.02% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -2.85% | Oct 12, 2020 | 12 | Oct 28, 2020 | 6 | Nov 5, 2020 | 18 |
| -2.69% | Sep 2, 2020 | 14 | Sep 23, 2020 | 12 | Oct 9, 2020 | 26 |
| -2.50% | May 7, 2021 | 3 | May 12, 2021 | 16 | Jun 4, 2021 | 19 |
| -2.33% | Dec 6, 2024 | 22 | Jan 10, 2025 | 6 | Jan 21, 2025 | 28 |
| -2.01% | Sep 2, 2021 | 21 | Oct 4, 2021 | 9 | Oct 15, 2021 | 30 |
| -1.81% | May 1, 2023 | 3 | May 4, 2023 | 9 | May 17, 2023 | 12 |
| -1.74% | Nov 16, 2021 | 12 | Dec 3, 2021 | 5 | Dec 10, 2021 | 17 |
| -1.60% | Oct 18, 2024 | 11 | Nov 4, 2024 | 2 | Nov 6, 2024 | 13 |
| -1.59% | Mar 25, 2026 | 3 | Mar 30, 2026 | 1 | Mar 31, 2026 | 4 |
| -1.57% | Jun 2, 2026 | 6 | Jun 10, 2026 | 13 | Jun 30, 2026 | 19 |
| -1.48% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -1.44% | May 18, 2023 | 4 | May 24, 2023 | 2 | May 26, 2023 | 6 |
| -1.40% | Jun 15, 2023 | 6 | Jun 26, 2023 | 4 | Jun 30, 2023 | 10 |
| -1.31% | Nov 11, 2025 | 7 | Nov 20, 2025 | 3 | Nov 25, 2025 | 10 |
| -1.13% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -1.08% | Jan 23, 2025 | 7 | Feb 3, 2025 | 3 | Feb 6, 2025 | 10 |
| -1.07% | Dec 15, 2021 | 3 | Dec 20, 2021 | 3 | Dec 23, 2021 | 6 |