Performance analysis of ARLU (ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED APR ETF)
Annual Return
Since Apr 1, 2024, ARLU has had an average annual return of +12.46%, underperforming the benchmark SPY, which returned +19.75% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.41% | +11.27% | +9% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.17% | -1.03% | -5.48% | +7.80% | +4.53% | -0.22% | +6.41% | ||||||
| 2025 | +2.42% | -1.48% | -6.14% | -0.32% | +4.30% | +3.93% | +1.66% | +1.62% | +3.39% | +2.20% | -0.37% | -0.03% | +11.27% |
| 2024 | -2.74% | +2.93% | +2.79% | +0.97% | +1.70% | +1.85% | -0.67% | +4.81% | -2.72% | +9% |
Drawdown analysis of ARLU (ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED APR ETF)
The maximum drawdown for the ARLU was -15.38%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The current ARLU drawdown is -0.53%.
Since Apr 1, 2024 ARLU has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.38% | Feb 19, 2025 | 34 | Apr 8, 2025 | 72 | Jul 23, 2025 | 106 |
| -9.66% | Jan 28, 2026 | 42 | Mar 30, 2026 | 22 | Apr 30, 2026 | 64 |
| -6.23% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -4.88% | Oct 28, 2025 | 17 | Nov 20, 2025 | 23 | Dec 24, 2025 | 40 |
| -4.20% | Dec 6, 2024 | 22 | Jan 10, 2025 | 24 | Feb 14, 2025 | 46 |
| -3.54% | Apr 1, 2024 | 14 | Apr 19, 2024 | 18 | May 15, 2024 | 32 |
| -2.63% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -2.57% | Jan 12, 2026 | 5 | Jan 20, 2026 | 6 | Jan 28, 2026 | 11 |
| -2.33% | Oct 14, 2024 | 15 | Nov 4, 2024 | 2 | Nov 6, 2024 | 17 |
| -2.00% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -1.87% | Nov 11, 2024 | 4 | Nov 15, 2024 | 7 | Nov 26, 2024 | 11 |
| -1.85% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.40% | Aug 14, 2025 | 5 | Aug 21, 2025 | 4 | Aug 27, 2025 | 9 |
| -1.30% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |
| -1.28% | Aug 28, 2025 | 2 | Sep 2, 2025 | 5 | Sep 9, 2025 | 7 |
| -1.17% | Dec 24, 2025 | 5 | Jan 2, 2026 | 2 | Jan 6, 2026 | 7 |
| -1.01% | May 21, 2024 | 6 | May 30, 2024 | 4 | Jun 5, 2024 | 10 |
| -0.87% | Sep 30, 2024 | 5 | Oct 7, 2024 | 2 | Oct 9, 2024 | 7 |
| -0.67% | Jul 10, 2024 | 1 | Jul 11, 2024 | 3 | Jul 16, 2024 | 4 |
| -0.55% | May 1, 2026 | 1 | May 4, 2026 | 1 | May 5, 2026 | 2 |
| -0.53% | Jun 2, 2026 | 1 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -0.45% | Oct 6, 2025 | 1 | Oct 7, 2025 | 1 | Oct 8, 2025 | 2 |
| -0.42% | May 6, 2026 | 1 | May 7, 2026 | 1 | May 8, 2026 | 2 |
| -0.41% | Nov 26, 2024 | 1 | Nov 27, 2024 | 1 | Nov 29, 2024 | 2 |
| -0.37% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |