Performance analysis of NVBW (ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF)
Annual Return
Over the past 3 years, NVBW has had an average annual return of +9.38%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Nov 1, 2022, NVBW has had an average annual return of +10.28%, underperforming the benchmark SPY, which returned +22.50% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.23% | +9.25% | +9.03% | +12.69% | +0.54% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.71% | -0.04% | -2.28% | +4.86% | +1.92% | +0.10% | +5.23% | ||||||
| 2025 | +1.19% | -0.23% | -2.12% | -0.16% | +3.05% | +2.34% | +1.13% | +1.03% | +1.10% | +0.83% | +0.31% | +0.50% | +9.25% |
| 2024 | +0.95% | +1.20% | +0.81% | -0.15% | +1.35% | +0.64% | +0.50% | +0.64% | +0.48% | +0.55% | +2.13% | -0.39% | +9.03% |
| 2023 | +3.55% | -0.90% | +2.02% | +1.06% | +0.57% | +3.88% | +1.36% | +0.20% | -2.93% | -2.09% | +3.90% | +1.66% | +12.69% |
| 2022 | +2.79% | -2.19% | +0.54% |
Drawdown analysis of NVBW (ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF)
The maximum drawdown for the NVBW was -8.41%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.41% | Feb 19, 2025 | 34 | Apr 8, 2025 | 38 | Jun 3, 2025 | 72 |
| -7.19% | Sep 14, 2023 | 31 | Oct 27, 2023 | 42 | Dec 28, 2023 | 73 |
| -4.03% | Feb 2, 2026 | 39 | Mar 30, 2026 | 10 | Apr 14, 2026 | 49 |
| -3.66% | Feb 2, 2023 | 25 | Mar 10, 2023 | 16 | Apr 3, 2023 | 41 |
| -2.87% | Nov 30, 2022 | 19 | Dec 28, 2022 | 11 | Jan 13, 2023 | 30 |
| -2.15% | Nov 1, 2022 | 2 | Nov 3, 2022 | 5 | Nov 10, 2022 | 7 |
| -1.92% | Nov 3, 2025 | 13 | Nov 20, 2025 | 4 | Nov 26, 2025 | 17 |
| -1.87% | Jul 31, 2023 | 13 | Aug 17, 2023 | 9 | Aug 30, 2023 | 22 |
| -1.56% | Jul 31, 2024 | 3 | Aug 5, 2024 | 6 | Aug 13, 2024 | 9 |
| -1.40% | May 1, 2023 | 3 | May 4, 2023 | 9 | May 17, 2023 | 12 |
| -1.28% | Dec 5, 2024 | 10 | Dec 19, 2024 | 18 | Jan 17, 2025 | 28 |
| -1.20% | Jan 17, 2023 | 2 | Jan 19, 2023 | 2 | Jan 23, 2023 | 4 |
| -1.19% | Jan 9, 2026 | 6 | Jan 20, 2026 | 5 | Jan 27, 2026 | 11 |
| -1.17% | Apr 19, 2023 | 5 | Apr 26, 2023 | 2 | Apr 28, 2023 | 7 |
| -1.06% | May 18, 2023 | 4 | May 24, 2023 | 2 | May 26, 2023 | 6 |
| -1.03% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -0.80% | Mar 28, 2024 | 15 | Apr 19, 2024 | 5 | Apr 26, 2024 | 20 |
| -0.79% | Nov 8, 2024 | 5 | Nov 15, 2024 | 6 | Nov 25, 2024 | 11 |
| -0.72% | Jul 28, 2025 | 4 | Aug 1, 2025 | 5 | Aug 8, 2025 | 9 |
| -0.70% | Nov 11, 2022 | 4 | Nov 17, 2022 | 3 | Nov 22, 2022 | 7 |
| -0.67% | Jun 15, 2023 | 6 | Jun 26, 2023 | 3 | Jun 29, 2023 | 9 |
| -0.67% | Nov 28, 2022 | 1 | Nov 29, 2022 | 1 | Nov 30, 2022 | 2 |
| -0.66% | Sep 1, 2023 | 3 | Sep 7, 2023 | 5 | Sep 14, 2023 | 8 |
| -0.65% | Jan 27, 2023 | 1 | Jan 30, 2023 | 2 | Feb 1, 2023 | 3 |
| -0.60% | Jan 24, 2025 | 6 | Feb 3, 2025 | 3 | Feb 6, 2025 | 9 |