Performance analysis of JULU (ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF)
Annual Return
Since Jul 1, 2024, JULU has had an average annual return of +12.30%, underperforming the benchmark SPY, which returned +17.53% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.10% | +12.19% | +5.59% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.91% | -0.74% | -4.06% | +8.25% | +5.06% | -1.17% | -0.84% | +7.10% | |||||
| 2025 | +2.25% | -1.55% | -4.32% | -0.38% | +3.68% | +4.52% | +1.37% | +1.48% | +3.29% | +1.95% | -0.38% | -0.03% | +12.19% |
| 2024 | +0.76% | +1.53% | +1.87% | -0.63% | +4.51% | -2.43% | +5.59% |
Drawdown analysis of JULU (ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF)
The maximum drawdown for the JULU was -12.46%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.
The current JULU drawdown is -2.21%.
Since Jul 1, 2024 JULU has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.46% | Feb 19, 2025 | 34 | Apr 8, 2025 | 56 | Jun 30, 2025 | 90 |
| -7.05% | Jan 28, 2026 | 42 | Mar 30, 2026 | 11 | Apr 15, 2026 | 53 |
| -6.21% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -4.34% | Oct 29, 2025 | 16 | Nov 20, 2025 | 30 | Jan 6, 2026 | 46 |
| -4.32% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -3.90% | Dec 6, 2024 | 22 | Jan 10, 2025 | 8 | Jan 23, 2025 | 30 |
| -2.32% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -2.30% | Jan 12, 2026 | 5 | Jan 20, 2026 | 6 | Jan 28, 2026 | 11 |
| -2.22% | Oct 14, 2024 | 15 | Nov 4, 2024 | 2 | Nov 6, 2024 | 17 |
| -1.96% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.71% | Nov 11, 2024 | 4 | Nov 15, 2024 | 7 | Nov 26, 2024 | 11 |
| -1.64% | Jul 25, 2025 | 5 | Aug 1, 2025 | 5 | Aug 8, 2025 | 10 |
| -1.60% | Jan 23, 2025 | 7 | Feb 3, 2025 | 11 | Feb 19, 2025 | 18 |
| -1.20% | Aug 14, 2025 | 5 | Aug 21, 2025 | 4 | Aug 27, 2025 | 9 |
| -1.19% | Aug 28, 2025 | 2 | Sep 2, 2025 | 6 | Sep 10, 2025 | 8 |
| -1.16% | Sep 22, 2025 | 3 | Sep 25, 2025 | 3 | Sep 30, 2025 | 6 |
| -0.85% | Sep 30, 2024 | 5 | Oct 7, 2024 | 2 | Oct 9, 2024 | 7 |
| -0.75% | Apr 17, 2026 | 2 | Apr 21, 2026 | 1 | Apr 22, 2026 | 3 |
| -0.67% | Jul 10, 2024 | 1 | Jul 11, 2024 | 2 | Jul 15, 2024 | 3 |
| -0.60% | Jul 3, 2025 | 2 | Jul 8, 2025 | 2 | Jul 10, 2025 | 4 |
| -0.56% | Apr 27, 2026 | 2 | Apr 29, 2026 | 1 | Apr 30, 2026 | 3 |
| -0.46% | May 1, 2026 | 1 | May 4, 2026 | 1 | May 5, 2026 | 2 |
| -0.39% | Apr 22, 2026 | 1 | Apr 23, 2026 | 1 | Apr 24, 2026 | 2 |
| -0.37% | Nov 26, 2024 | 1 | Nov 27, 2024 | 1 | Nov 29, 2024 | 2 |
| -0.37% | Oct 6, 2025 | 1 | Oct 7, 2025 | 1 | Oct 8, 2025 | 2 |