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Performance analysis of NVBU (ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED NOV ETF)

Annual Return

Since Nov 1, 2024, NVBU has had an average annual return of +14.93%, underperforming the benchmark SPY, which returned +21.09% annual.

202620252024
+8.18%+13.27%+1.73%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.89%-0.64%-2.97%+6.50%+4.11%+0.32%+8.18%
2025+2.18%-1.17%-3.89%-0.17%+3.66%+3.53%+1.56%+1.52%+3.33%+2.36%+0.14%-0.24%+13.27%
2024+4.08%-2.26%+1.73%

Drawdown analysis of NVBU (ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED NOV ETF)

The maximum drawdown for the NVBU was -11.97%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.

Since Nov 1, 2024 NVBU has experienced the following drawdowns:

  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-11.97%Feb 19, 202534Apr 8, 202556Jun 30, 202590
-5.37%Jan 27, 202643Mar 30, 202611Apr 15, 202654
-3.71%Dec 6, 202422Jan 10, 202526Feb 19, 202548
-3.60%Oct 28, 202517Nov 20, 202530Jan 6, 202647
-2.92%Oct 8, 20252Oct 10, 202510Oct 24, 202512
-1.97%Jul 25, 20255Aug 1, 20257Aug 12, 202512
-1.79%Jan 12, 20265Jan 20, 20265Jan 27, 202610
-1.76%Sep 19, 20254Sep 25, 20256Oct 3, 202510
-1.74%May 14, 20263May 19, 20264May 26, 20267
-1.54%Nov 8, 20245Nov 15, 20247Nov 26, 202412
-1.42%Aug 13, 20256Aug 21, 20254Aug 27, 202510
-1.31%Aug 28, 20252Sep 2, 20255Sep 9, 20257
-0.75%Jul 3, 20252Jul 8, 20257Jul 17, 20259
-0.57%Apr 27, 20262Apr 29, 20261Apr 30, 20263
-0.55%Apr 17, 20262Apr 21, 20261Apr 22, 20263
-0.48%May 6, 20261May 7, 20261May 8, 20262
-0.44%Oct 6, 20251Oct 7, 20251Oct 8, 20252
-0.41%May 1, 20261May 4, 20261May 5, 20262
-0.37%Apr 22, 20261Apr 23, 20261Apr 24, 20262
-0.31%Nov 1, 20241Nov 4, 20241Nov 5, 20242
-0.21%Jan 6, 20262Jan 8, 20261Jan 9, 20263
-0.21%Nov 26, 20241Nov 27, 20241Nov 29, 20242
-0.12%Sep 15, 20252Sep 17, 20251Sep 18, 20253
-0.07%May 11, 20261May 12, 20261May 13, 20262
-0.07%Jun 30, 20251Jul 1, 20251Jul 2, 20252