Performance analysis of OCTW (ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF)
Annual Return
Over the past 3 years, OCTW has had an average annual return of +10.89%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, OCTW has had an average annual return of +8.87%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Oct 1, 2020, OCTW has had an average annual return of +9.05%, underperforming the benchmark SPY, which returned +16.81% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.65% | +9.68% | +8.68% | +17.57% | +0.54% | +6.48% | +4.11% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.61% | +0.05% | -2.02% | +4.45% | +1.57% | +0.00612% | +4.65% | ||||||
| 2025 | +1.24% | -0.31% | -2.14% | -0.12% | +2.88% | +2.55% | +1.22% | +1.22% | +1.08% | +0.78% | +0.39% | +0.57% | +9.68% |
| 2024 | +1.17% | +1.34% | +0.95% | -0.21% | +1.42% | +0.68% | +0.57% | +0.61% | +0.54% | -0.47% | +2.32% | -0.53% | +8.68% |
| 2023 | +3.45% | -0.42% | +1.61% | +1.13% | +0.83% | +2.42% | +0.82% | +0.61% | +0.70% | -0.72% | +4.35% | +1.64% | +17.57% |
| 2022 | -1.10% | -0.97% | +1.46% | -3.04% | +0.70% | -2.65% | +2.65% | -0.73% | +0.37% | +2.91% | +2.63% | -1.48% | +0.54% |
| 2021 | -0.77% | +0.84% | +1.54% | +0.77% | +0.32% | +0.36% | +0.25% | +0.15% | +0.07% | +2% | -0.79% | +1.60% | +6.48% |
| 2020 | -1.07% | +4.20% | +0.99% | +4.11% |
Drawdown analysis of OCTW (ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF)
The maximum drawdown for the OCTW was -8.38%, occurring on Apr 8, 2025. Recovery took 41 trading sessions.
The current OCTW drawdown is -0.12%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.38% | Feb 18, 2025 | 35 | Apr 8, 2025 | 41 | Jun 6, 2025 | 76 |
| -6.96% | Jan 3, 2022 | 114 | Jun 16, 2022 | 102 | Nov 10, 2022 | 216 |
| -3.66% | Feb 25, 2026 | 23 | Mar 30, 2026 | 9 | Apr 13, 2026 | 32 |
| -2.79% | Oct 12, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
| -2.70% | Feb 2, 2023 | 25 | Mar 10, 2023 | 15 | Mar 31, 2023 | 40 |
| -2.64% | Oct 11, 2023 | 12 | Oct 27, 2023 | 5 | Nov 3, 2023 | 17 |
| -2.33% | Dec 2, 2022 | 17 | Dec 28, 2022 | 10 | Jan 12, 2023 | 27 |
| -2.02% | Oct 27, 2025 | 18 | Nov 20, 2025 | 8 | Dec 3, 2025 | 26 |
| -1.73% | Nov 16, 2021 | 12 | Dec 3, 2021 | 14 | Dec 23, 2021 | 26 |
| -1.49% | Jul 31, 2024 | 3 | Aug 5, 2024 | 6 | Aug 13, 2024 | 9 |
| -1.41% | Dec 6, 2024 | 9 | Dec 19, 2024 | 18 | Jan 17, 2025 | 27 |
| -1.26% | Jan 20, 2021 | 7 | Jan 29, 2021 | 6 | Feb 8, 2021 | 13 |
| -1.16% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -1.12% | May 1, 2023 | 3 | May 4, 2023 | 7 | May 15, 2023 | 10 |
| -1.12% | Oct 14, 2024 | 13 | Oct 31, 2024 | 4 | Nov 6, 2024 | 17 |
| -1.00% | Jan 28, 2026 | 6 | Feb 5, 2026 | 2 | Feb 9, 2026 | 8 |
| -0.97% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -0.96% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -0.96% | Mar 28, 2024 | 15 | Apr 19, 2024 | 6 | Apr 29, 2024 | 21 |
| -0.93% | Jul 28, 2025 | 4 | Aug 1, 2025 | 5 | Aug 8, 2025 | 9 |
| -0.91% | Feb 8, 2021 | 17 | Mar 4, 2021 | 4 | Mar 10, 2021 | 21 |
| -0.88% | Oct 1, 2021 | 1 | Oct 4, 2021 | 8 | Oct 14, 2021 | 9 |
| -0.82% | Feb 9, 2026 | 3 | Feb 12, 2026 | 8 | Feb 25, 2026 | 11 |
| -0.81% | May 7, 2021 | 3 | May 12, 2021 | 11 | May 27, 2021 | 14 |
| -0.77% | Apr 18, 2023 | 5 | Apr 25, 2023 | 3 | Apr 28, 2023 | 8 |