Performance analysis of JULW (ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF)
Annual Return
Over the past 3 years, JULW has had an average annual return of +11.73%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, JULW has had an average annual return of +8.98%, underperforming the benchmark SPY, which returned +14% annual.
Since Jul 1, 2020, JULW has had an average annual return of +9.07%, underperforming the benchmark SPY, which returned +17.89% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.87% | +11.57% | +12.39% | +16.05% | -1.09% | +4.60% | +6.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.53% | +0.28% | -1.60% | +3.63% | +0.97% | +0.06% | +3.87% | ||||||
| 2025 | +1.43% | -0.27% | -2.84% | -0.45% | +4.15% | +4.02% | +0.89% | +1.14% | +1.26% | +0.53% | +0.54% | +0.79% | +11.57% |
| 2024 | +1.25% | +2.08% | +1.13% | -0.43% | +1.94% | +0.63% | +0.88% | +1.54% | +1.23% | -0.46% | +2.62% | -0.61% | +12.39% |
| 2023 | +3.43% | -0.92% | +2.10% | +1.29% | +0.78% | +3.78% | +1.17% | -0.35% | -2.21% | -1.03% | +4.95% | +2.23% | +16.05% |
| 2022 | -0.86% | -0.66% | +1.52% | -2.58% | -0.06% | -0.38% | +3.11% | -1.22% | -4.05% | +3.81% | +2.51% | -1.94% | -1.09% |
| 2021 | -0.55% | +0.85% | +1.02% | +0.38% | +0.06% | +0.07% | +0.44% | +0.76% | -0.98% | +1.75% | -0.52% | +1.28% | +4.60% |
| 2020 | +1.77% | +1.79% | -0.70% | -0.82% | +3.31% | +1.43% | +6.92% |
Drawdown analysis of JULW (ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF)
The maximum drawdown for the JULW was -9.49%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.49% | Feb 19, 2025 | 34 | Apr 8, 2025 | 38 | Jun 3, 2025 | 72 |
| -6.51% | Aug 16, 2022 | 42 | Oct 14, 2022 | 62 | Jan 13, 2023 | 104 |
| -4.69% | Jan 3, 2022 | 114 | Jun 16, 2022 | 39 | Aug 12, 2022 | 153 |
| -4.54% | Jul 28, 2023 | 64 | Oct 27, 2023 | 12 | Nov 14, 2023 | 76 |
| -3.55% | Jul 16, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
| -3.52% | Feb 7, 2023 | 22 | Mar 10, 2023 | 15 | Mar 31, 2023 | 37 |
| -2.96% | Feb 26, 2026 | 22 | Mar 30, 2026 | 6 | Apr 8, 2026 | 28 |
| -2.16% | Oct 12, 2020 | 12 | Oct 28, 2020 | 6 | Nov 5, 2020 | 18 |
| -2.11% | Sep 2, 2020 | 14 | Sep 23, 2020 | 12 | Oct 9, 2020 | 26 |
| -1.88% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -1.56% | May 1, 2023 | 3 | May 4, 2023 | 9 | May 17, 2023 | 12 |
| -1.49% | Nov 16, 2021 | 12 | Dec 3, 2021 | 5 | Dec 10, 2021 | 17 |
| -1.44% | Oct 28, 2025 | 17 | Nov 20, 2025 | 5 | Nov 28, 2025 | 22 |
| -1.43% | Apr 11, 2024 | 6 | Apr 19, 2024 | 10 | May 3, 2024 | 16 |
| -1.34% | May 18, 2023 | 4 | May 24, 2023 | 2 | May 26, 2023 | 6 |
| -1.33% | Apr 19, 2023 | 5 | Apr 26, 2023 | 2 | Apr 28, 2023 | 7 |
| -1.30% | Dec 6, 2024 | 9 | Dec 19, 2024 | 18 | Jan 17, 2025 | 27 |
| -1.30% | Sep 2, 2021 | 21 | Oct 4, 2021 | 9 | Oct 15, 2021 | 30 |
| -1.13% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -1.10% | Jan 13, 2023 | 3 | Jan 19, 2023 | 2 | Jan 23, 2023 | 5 |
| -0.93% | Jul 14, 2021 | 3 | Jul 19, 2021 | 4 | Jul 23, 2021 | 7 |
| -0.91% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -0.88% | Jun 12, 2025 | 1 | Jun 13, 2025 | 5 | Jun 23, 2025 | 6 |
| -0.86% | Jan 20, 2021 | 7 | Jan 29, 2021 | 4 | Feb 4, 2021 | 11 |
| -0.83% | Jan 26, 2026 | 8 | Feb 5, 2026 | 13 | Feb 25, 2026 | 21 |