Performance analysis of OCTU (ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED OCT ETF)
Annual Return
Since Oct 1, 2024, OCTU has had an average annual return of +11.74%, underperforming the benchmark SPY, which returned +17.77% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.71% | +12.38% | +1.87% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.92% | -0.84% | -3.07% | +7.04% | +4.18% | -1.19% | -0.16% | +6.71% | |||||
| 2025 | +2.08% | -1.13% | -3.58% | -0.11% | +3.26% | +3.33% | +1.49% | +1.50% | +3.42% | +2.01% | -0.13% | -0.17% | +12.38% |
| 2024 | -0.04% | +4.20% | -2.20% | +1.87% |
Drawdown analysis of OCTU (ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED OCT ETF)
The maximum drawdown for the OCTU was -11.24%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.
The current OCTU drawdown is -1.59%.
Since Oct 1, 2024 OCTU has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.24% | Feb 19, 2025 | 34 | Apr 8, 2025 | 56 | Jun 30, 2025 | 90 |
| -5.92% | Jan 27, 2026 | 43 | Mar 30, 2026 | 11 | Apr 15, 2026 | 54 |
| -4.08% | Jun 2, 2026 | 17 | Jun 26, 2026 | Ongoing | Ongoing | Ongoing |
| -3.66% | Oct 28, 2025 | 17 | Nov 20, 2025 | 30 | Jan 6, 2026 | 47 |
| -3.65% | Dec 6, 2024 | 22 | Jan 10, 2025 | 26 | Feb 19, 2025 | 48 |
| -2.01% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -1.97% | Oct 14, 2024 | 15 | Nov 4, 2024 | 2 | Nov 6, 2024 | 17 |
| -1.97% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -1.84% | Jan 9, 2026 | 6 | Jan 20, 2026 | 5 | Jan 27, 2026 | 11 |
| -1.79% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.63% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |
| -1.51% | Aug 14, 2025 | 5 | Aug 21, 2025 | 4 | Aug 27, 2025 | 9 |
| -1.48% | Nov 8, 2024 | 5 | Nov 15, 2024 | 7 | Nov 26, 2024 | 12 |
| -1.36% | Aug 28, 2025 | 2 | Sep 2, 2025 | 5 | Sep 9, 2025 | 7 |
| -0.85% | Oct 4, 2024 | 1 | Oct 7, 2024 | 2 | Oct 9, 2024 | 3 |
| -0.76% | Jul 3, 2025 | 2 | Jul 8, 2025 | 7 | Jul 17, 2025 | 9 |
| -0.64% | Apr 27, 2026 | 2 | Apr 29, 2026 | 1 | Apr 30, 2026 | 3 |
| -0.60% | Apr 17, 2026 | 2 | Apr 21, 2026 | 1 | Apr 22, 2026 | 3 |
| -0.54% | May 1, 2026 | 1 | May 4, 2026 | 1 | May 5, 2026 | 2 |
| -0.41% | Sep 15, 2025 | 2 | Sep 17, 2025 | 1 | Sep 18, 2025 | 3 |
| -0.33% | Nov 26, 2024 | 1 | Nov 27, 2024 | 1 | Nov 29, 2024 | 2 |
| -0.32% | Oct 2, 2024 | 1 | Oct 3, 2024 | 1 | Oct 4, 2024 | 2 |
| -0.31% | Apr 22, 2026 | 1 | Apr 23, 2026 | 1 | Apr 24, 2026 | 2 |
| -0.30% | Oct 6, 2025 | 1 | Oct 7, 2025 | 1 | Oct 8, 2025 | 2 |
| -0.23% | May 6, 2026 | 1 | May 7, 2026 | 1 | May 8, 2026 | 2 |