Performance analysis of MART (ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF)
Annual Return
Over the past 3 years, MART has had an average annual return of +16.47%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Mar 1, 2023, MART has had an average annual return of +17.37%, underperforming the benchmark SPY, which returned +23.85% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.44% | +14.93% | +15.61% | +16.94% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.91% | +1.35% | -3.15% | +6.64% | +2.52% | +0.16% | +8.44% | ||||||
| 2025 | +2% | +0.84% | -3.46% | -0.54% | +4.34% | +3.39% | +1.46% | +1.44% | +2.02% | +0.95% | +0.62% | +1.13% | +14.93% |
| 2024 | +1.35% | +1.50% | +1.82% | -2.44% | +3.45% | +2.56% | +0.86% | +1.86% | +1.34% | -0.13% | +3.26% | -0.68% | +15.61% |
| 2023 | +2.97% | +1.31% | +0.67% | +4.47% | +1.60% | -0.39% | -3.04% | -1.64% | +7.26% | +2.96% | +16.94% |
Drawdown analysis of MART (ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF)
The maximum drawdown for the MART was -11.61%, occurring on Apr 8, 2025. Recovery took 27 trading sessions.
The current MART drawdown is -0.09%.
Since Mar 1, 2023 MART has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.61% | Feb 19, 2025 | 34 | Apr 8, 2025 | 27 | May 16, 2025 | 61 |
| -6.47% | Jul 28, 2023 | 64 | Oct 27, 2023 | 12 | Nov 14, 2023 | 76 |
| -5.46% | Jul 16, 2024 | 14 | Aug 5, 2024 | 12 | Aug 21, 2024 | 26 |
| -5.30% | Mar 2, 2026 | 20 | Mar 30, 2026 | 9 | Apr 13, 2026 | 29 |
| -3.60% | Mar 28, 2024 | 15 | Apr 19, 2024 | 15 | May 10, 2024 | 30 |
| -3.33% | Mar 6, 2023 | 4 | Mar 10, 2023 | 14 | Mar 30, 2023 | 18 |
| -2.76% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -2.16% | Jan 23, 2025 | 5 | Jan 30, 2025 | 4 | Feb 5, 2025 | 9 |
| -2.14% | Oct 27, 2025 | 18 | Nov 20, 2025 | 4 | Nov 26, 2025 | 22 |
| -1.74% | May 19, 2025 | 4 | May 23, 2025 | 6 | Jun 3, 2025 | 10 |
| -1.72% | May 1, 2023 | 3 | May 4, 2023 | 9 | May 17, 2023 | 12 |
| -1.57% | Dec 11, 2024 | 6 | Dec 19, 2024 | 3 | Dec 24, 2024 | 9 |
| -1.53% | Apr 18, 2023 | 6 | Apr 26, 2023 | 2 | Apr 28, 2023 | 8 |
| -1.47% | Dec 26, 2024 | 9 | Jan 10, 2025 | 5 | Jan 17, 2025 | 14 |
| -1.44% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -1.40% | May 18, 2023 | 4 | May 24, 2023 | 2 | May 26, 2023 | 6 |
| -1.30% | Jul 28, 2025 | 4 | Aug 1, 2025 | 5 | Aug 8, 2025 | 9 |
| -1.30% | Feb 2, 2026 | 3 | Feb 5, 2026 | 2 | Feb 9, 2026 | 5 |
| -1.22% | Oct 22, 2024 | 7 | Oct 31, 2024 | 4 | Nov 6, 2024 | 11 |
| -1.01% | Jan 12, 2026 | 5 | Jan 20, 2026 | 4 | Jan 26, 2026 | 9 |
| -0.97% | Jun 15, 2023 | 6 | Jun 26, 2023 | 4 | Jun 30, 2023 | 10 |
| -0.89% | May 21, 2024 | 6 | May 30, 2024 | 4 | Jun 5, 2024 | 10 |
| -0.85% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -0.84% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -0.83% | Mar 1, 2024 | 2 | Mar 5, 2024 | 2 | Mar 7, 2024 | 4 |