Skip to main content

Want a detailed portfolio tracker?

OverviewHoldingsPerformanceCorrelations

Performance analysis of SPBU (ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF)

Annual Return

Since Mar 6, 2025, SPBU has had an average annual return of +16.59%, underperforming the benchmark SPY, which returned +24.02% annual.

20262025
+6.71%+13.85%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.06%-0.70%-3.82%+7.40%+4.80%-1.77%+6.71%
2025-1.72%-0.44%+3.79%+3.57%+1.58%+1.50%+3.32%+2.12%-0.26%-0.24%+13.85%

Drawdown analysis of SPBU (ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF)

The maximum drawdown for the SPBU was -8.31%, occurring on Apr 8, 2025. Recovery took 23 trading sessions.

The current SPBU drawdown is -2.06%.

DepthStartTo BottomBottomTo RecoverEndTotal
-8.31%Mar 7, 202522Apr 8, 202523May 12, 202545
-7.10%Jan 12, 202653Mar 30, 202611Apr 15, 202664
-4.24%Oct 28, 202517Nov 20, 202524Dec 26, 202541
-3.72%Jun 2, 20266Jun 10, 2026OngoingOngoingOngoing
-2.47%Oct 8, 20252Oct 10, 202510Oct 24, 202512
-2.07%May 19, 20254May 23, 20259Jun 6, 202513
-2.02%Jul 25, 20255Aug 1, 20257Aug 12, 202512
-1.71%May 14, 20263May 19, 20264May 26, 20267
-1.41%Aug 14, 20255Aug 21, 20254Aug 27, 20259
-1.22%Dec 26, 20253Dec 31, 20256Jan 9, 20269
-1.18%Sep 22, 20253Sep 25, 20254Oct 1, 20257
-1.06%Aug 28, 20252Sep 2, 20255Sep 9, 20257
-0.96%Jun 12, 20255Jun 20, 20252Jun 24, 20257
-0.73%Jul 3, 20252Jul 8, 20257Jul 17, 20259
-0.52%May 6, 20261May 7, 20261May 8, 20262
-0.51%Apr 17, 20262Apr 21, 20261Apr 22, 20263
-0.48%Apr 24, 20263Apr 29, 20261Apr 30, 20264
-0.35%Oct 6, 20251Oct 7, 20251Oct 8, 20252
-0.29%Sep 15, 20252Sep 17, 20251Sep 18, 20253
-0.25%Apr 22, 20261Apr 23, 20261Apr 24, 20262
-0.24%Jun 10, 20251Jun 11, 20251Jun 12, 20252
-0.13%May 26, 20261May 27, 20261May 28, 20262
-0.11%May 1, 20261May 4, 20261May 5, 20262
-0.10%Jun 30, 20251Jul 1, 20251Jul 2, 20252
-0.09%Jun 24, 20251Jun 25, 20251Jun 26, 20252