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OverviewPerformanceCorrelations

Performance analysis of SEPW (ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF)

Annual Return

Since Sep 1, 2023, SEPW has had an average annual return of +10.79%, underperforming the benchmark SPY, which returned +22.36% annual.

2026202520242023
+4.23%+10.42%+11.06%+3.74%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.58%-0.02%-1.59%+3.87%+1.37%+0.03%+4.23%
2025+1.33%-0.23%-2.32%-0.09%+3.15%+2.56%+1.30%+1.19%+1.55%+0.46%+0.45%+0.71%+10.42%
2024+1.05%+2.14%+1.20%-0.77%+2.16%+1%+0.61%+0.70%+1.16%-0.59%+2.40%-0.46%+11.06%
2023-2.51%-1.03%+5.08%+2.32%+3.74%

Drawdown analysis of SEPW (ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF)

The maximum drawdown for the SEPW was -8.43%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.

DepthStartTo BottomBottomTo RecoverEndTotal
-8.43%Feb 19, 202534Apr 8, 202538Jun 3, 202572
-4.24%Sep 1, 202339Oct 27, 202312Nov 14, 202351
-3.19%Feb 9, 202634Mar 30, 20267Apr 9, 202641
-1.87%Oct 28, 202517Nov 20, 20255Nov 28, 202522
-1.83%Jul 31, 20243Aug 5, 20246Aug 13, 20249
-1.74%Aug 30, 20244Sep 6, 20245Sep 13, 20249
-1.73%Mar 28, 202415Apr 19, 202411May 6, 202426
-1.28%Oct 8, 20252Oct 10, 20257Oct 21, 20259
-1.26%Dec 16, 20243Dec 19, 20244Dec 26, 20247
-1.21%Oct 22, 20247Oct 31, 20244Nov 6, 202411
-1.16%Dec 26, 20249Jan 10, 20255Jan 17, 202514
-0.89%Jan 12, 20265Jan 20, 20264Jan 26, 20269
-0.88%Dec 28, 20234Jan 4, 20244Jan 10, 20248
-0.87%Feb 2, 20263Feb 5, 20262Feb 9, 20265
-0.77%Jul 28, 20254Aug 1, 20253Aug 6, 20257
-0.73%Nov 8, 20245Nov 15, 20246Nov 25, 202411
-0.69%Dec 19, 20231Dec 20, 20233Dec 26, 20234
-0.67%Sep 30, 20245Oct 7, 20244Oct 11, 20249
-0.64%Feb 9, 20242Feb 13, 20242Feb 15, 20244
-0.63%Jan 29, 20242Jan 31, 20242Feb 2, 20244
-0.62%Dec 11, 20254Dec 17, 20252Dec 19, 20256
-0.55%Jun 12, 20251Jun 13, 20251Jun 16, 20252
-0.51%Jan 24, 20251Jan 27, 20258Feb 6, 20259
-0.50%Jan 12, 20242Jan 17, 20242Jan 19, 20244
-0.50%Jun 16, 20251Jun 17, 20253Jun 23, 20254