Performance analysis of OCTT (ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF)
Annual Return
Over the past 3 years, OCTT has had an average annual return of +14.16%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, OCTT has had an average annual return of +10.43%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Oct 1, 2020, OCTT has had an average annual return of +11.57%, underperforming the benchmark SPY, which returned +16.81% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.89% | +13.86% | +11.87% | +20.92% | -7.11% | +13.55% | +7.16% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.90% | -0.32% | -3.29% | +7.07% | +2.77% | -0.13% | +6.89% | ||||||
| 2025 | +1.89% | -0.80% | -3.65% | -0.24% | +4.34% | +3.61% | +1.69% | +1.82% | +2.54% | +1.12% | +0.41% | +0.57% | +13.86% |
| 2024 | +1.30% | +2.44% | +1.28% | -0.90% | +2.34% | +1.06% | +0.61% | +0.90% | +0.44% | -0.46% | +3.62% | -1.26% | +11.87% |
| 2023 | +5.17% | -1.45% | +2.68% | +1.53% | +0.70% | +4.92% | +1.71% | +0.34% | -3.91% | -1.26% | +6.48% | +2.74% | +20.92% |
| 2022 | -2.19% | -1.88% | +2.69% | -5.61% | +0.57% | -5.01% | +5.48% | -1.35% | -5.03% | +5.02% | +3.97% | -3.13% | -7.11% |
| 2021 | -0.93% | +1.52% | +2.88% | +1.50% | +0.66% | +0.74% | +0.40% | +0.49% | +0.22% | +3.75% | -0.71% | +2.37% | +13.55% |
| 2020 | -1.98% | +7.25% | +1.93% | +7.16% |
Drawdown analysis of OCTT (ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF)
The maximum drawdown for the OCTT was -13.49%, occurring on Jun 16, 2022. Recovery took 218 trading sessions.
The current OCTT drawdown is -0.25%.
Since Oct 1, 2020 OCTT has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.49% | Jan 3, 2022 | 114 | Jun 16, 2022 | 218 | May 1, 2023 | 332 |
| -13.04% | Feb 19, 2025 | 34 | Apr 8, 2025 | 52 | Jun 24, 2025 | 86 |
| -6.93% | Sep 14, 2023 | 31 | Oct 27, 2023 | 16 | Nov 20, 2023 | 47 |
| -5.81% | Jan 28, 2026 | 42 | Mar 30, 2026 | 10 | Apr 14, 2026 | 52 |
| -4.86% | Oct 12, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -3.07% | Oct 27, 2025 | 18 | Nov 20, 2025 | 10 | Dec 5, 2025 | 28 |
| -2.55% | Jul 16, 2024 | 14 | Aug 5, 2024 | 7 | Aug 14, 2024 | 21 |
| -2.42% | Dec 6, 2024 | 22 | Jan 10, 2025 | 6 | Jan 21, 2025 | 28 |
| -2.30% | Nov 16, 2021 | 12 | Dec 3, 2021 | 5 | Dec 10, 2021 | 17 |
| -2.26% | Jul 31, 2023 | 14 | Aug 18, 2023 | 7 | Aug 29, 2023 | 21 |
| -2.15% | May 1, 2023 | 3 | May 4, 2023 | 10 | May 18, 2023 | 13 |
| -2.05% | Mar 28, 2024 | 15 | Apr 19, 2024 | 11 | May 6, 2024 | 26 |
| -2.01% | Jan 21, 2021 | 6 | Jan 29, 2021 | 5 | Feb 5, 2021 | 11 |
| -1.84% | Feb 24, 2021 | 6 | Mar 4, 2021 | 4 | Mar 10, 2021 | 10 |
| -1.80% | Oct 6, 2025 | 4 | Oct 10, 2025 | 7 | Oct 21, 2025 | 11 |
| -1.69% | Oct 21, 2024 | 10 | Nov 4, 2024 | 2 | Nov 6, 2024 | 12 |
| -1.66% | Dec 10, 2021 | 6 | Dec 20, 2021 | 3 | Dec 23, 2021 | 9 |
| -1.58% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -1.57% | Jul 28, 2025 | 4 | Aug 1, 2025 | 5 | Aug 8, 2025 | 9 |
| -1.55% | May 7, 2021 | 3 | May 12, 2021 | 11 | May 27, 2021 | 14 |
| -1.54% | May 18, 2023 | 4 | May 24, 2023 | 2 | May 26, 2023 | 6 |
| -1.52% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -1.42% | Oct 1, 2021 | 1 | Oct 4, 2021 | 8 | Oct 14, 2021 | 9 |
| -1.10% | Jan 23, 2025 | 2 | Jan 27, 2025 | 13 | Feb 13, 2025 | 15 |
| -1.08% | Nov 8, 2024 | 5 | Nov 15, 2024 | 6 | Nov 25, 2024 | 11 |