Performance analysis of JULT (ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF)
Annual Return
Over the past 3 years, JULT has had an average annual return of +16.10%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, JULT has had an average annual return of +11.37%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Jul 1, 2020, JULT has had an average annual return of +12.08%, underperforming the benchmark SPY, which returned +17.74% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.89% | +13.74% | +17.43% | +21.34% | -5.56% | +9.60% | +10.68% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.84% | -0.01% | -2.85% | +6.12% | +1.82% | +0.04% | +5.89% | ||||||
| 2025 | +2.03% | -0.80% | -4.21% | -0.47% | +4.70% | +4.74% | +1.46% | +1.49% | +2.06% | +0.88% | +0.56% | +0.83% | +13.74% |
| 2024 | +1.32% | +3.53% | +1.74% | -1.81% | +3.72% | +1.30% | +1.11% | +1.85% | +1.55% | -0.49% | +3.81% | -1.27% | +17.43% |
| 2023 | +4.75% | -1.69% | +2.54% | +1.22% | +0.28% | +6.60% | +1.94% | -0.97% | -3.39% | -1.22% | +6.33% | +3.68% | +21.34% |
| 2022 | -1.91% | -1.71% | +2.89% | -5.63% | +0.39% | -1.82% | +5.73% | -2.30% | -6.51% | +6.04% | +3.85% | -3.75% | -5.56% |
| 2021 | -0.84% | +1.61% | +1.98% | +0.72% | +0.23% | +0.15% | +0.99% | +1.48% | -2.23% | +3.68% | -0.78% | +2.35% | +9.60% |
| 2020 | +2.91% | +3.19% | -1.50% | -1.47% | +5.93% | +1.38% | +10.68% |
Drawdown analysis of JULT (ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF)
The maximum drawdown for the JULT was -13.57%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.
The current JULT drawdown is -0.05%.
Since Jul 1, 2020 JULT has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.57% | Feb 19, 2025 | 34 | Apr 8, 2025 | 52 | Jun 24, 2025 | 86 |
| -11.50% | Jan 3, 2022 | 114 | Jun 16, 2022 | 158 | Feb 2, 2023 | 272 |
| -6.75% | Jul 28, 2023 | 64 | Oct 27, 2023 | 16 | Nov 20, 2023 | 80 |
| -5.84% | Jul 16, 2024 | 14 | Aug 5, 2024 | 12 | Aug 21, 2024 | 26 |
| -5.82% | Feb 2, 2023 | 26 | Mar 13, 2023 | 33 | Apr 28, 2023 | 59 |
| -5.23% | Feb 25, 2026 | 23 | Mar 30, 2026 | 9 | Apr 13, 2026 | 32 |
| -4.09% | Sep 2, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -3.80% | Oct 12, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
| -3.07% | Mar 28, 2024 | 15 | Apr 19, 2024 | 11 | May 6, 2024 | 26 |
| -2.94% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -2.64% | Sep 2, 2021 | 21 | Oct 4, 2021 | 11 | Oct 19, 2021 | 32 |
| -2.52% | Oct 27, 2025 | 18 | Nov 20, 2025 | 5 | Nov 28, 2025 | 23 |
| -2.35% | Dec 6, 2024 | 22 | Jan 10, 2025 | 6 | Jan 21, 2025 | 28 |
| -2.27% | May 1, 2023 | 3 | May 4, 2023 | 10 | May 18, 2023 | 13 |
| -2.24% | Nov 4, 2021 | 20 | Dec 3, 2021 | 14 | Dec 23, 2021 | 34 |
| -2.12% | Jun 15, 2023 | 6 | Jun 26, 2023 | 4 | Jun 30, 2023 | 10 |
| -2.05% | May 19, 2023 | 3 | May 24, 2023 | 2 | May 26, 2023 | 5 |
| -1.98% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -1.67% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -1.61% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -1.50% | Jan 20, 2021 | 7 | Jan 29, 2021 | 4 | Feb 4, 2021 | 11 |
| -1.49% | Dec 28, 2023 | 4 | Jan 4, 2024 | 6 | Jan 12, 2024 | 10 |
| -1.39% | Jul 28, 2025 | 4 | Aug 1, 2025 | 5 | Aug 8, 2025 | 9 |
| -1.34% | Feb 2, 2026 | 3 | Feb 5, 2026 | 2 | Feb 9, 2026 | 5 |
| -1.22% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |