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Performance analysis of SPBW (ALLIANZIM BUFFER20 ALLOCATION ETF)

Annual Return

Since Jan 8, 2025, SPBW has had an average annual return of +9.46%, underperforming the benchmark SPY, which returned +17.55% annual.

20262025
+4.79%+9.57%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.65%+0.18%-1.55%+3.74%+1.49%+0.15%+0.11%+4.79%
2025+0.89%-0.14%-2.38%-0.13%+3.24%+2.45%+1.06%+1.10%+1.24%+0.71%+0.47%+0.78%+9.57%

Drawdown analysis of SPBW (ALLIANZIM BUFFER20 ALLOCATION ETF)

The maximum drawdown for the SPBW was -8.75%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.

The current SPBW drawdown is -0.57%.

DepthStartTo BottomBottomTo RecoverEndTotal
-8.75%Feb 19, 202534Apr 8, 202538Jun 3, 202572
-2.86%Jan 27, 202643Mar 30, 20267Apr 9, 202650
-1.39%Oct 27, 202518Nov 20, 20253Nov 25, 202521
-1.14%Jun 1, 20267Jun 10, 20263Jun 15, 202610
-0.83%Oct 6, 20254Oct 10, 20256Oct 20, 202510
-0.76%Jul 28, 20254Aug 1, 20255Aug 8, 20259
-0.69%Jan 12, 20265Jan 20, 20264Jan 26, 20269
-0.64%Jun 18, 20263Jun 24, 20267Jul 6, 202610
-0.57%Jul 15, 20263Jul 20, 2026OngoingOngoingOngoing
-0.54%Jan 8, 20251Jan 10, 20253Jan 15, 20254
-0.51%Jun 12, 20251Jun 13, 20251Jun 16, 20252
-0.44%Aug 13, 20256Aug 21, 20251Aug 22, 20257
-0.44%Jun 16, 20253Jun 20, 20251Jun 23, 20254
-0.43%Jan 23, 20252Jan 27, 20258Feb 6, 202510
-0.39%Dec 11, 20254Dec 17, 20252Dec 19, 20256
-0.35%Jun 15, 20262Jun 17, 20261Jun 18, 20263
-0.33%May 14, 20263May 19, 20262May 21, 20265
-0.28%Apr 17, 20262Apr 21, 20261Apr 22, 20263
-0.28%Aug 28, 20252Sep 2, 20252Sep 4, 20254
-0.28%Feb 6, 20251Feb 7, 20254Feb 13, 20255
-0.27%Jul 3, 20251Jul 7, 20252Jul 9, 20253
-0.26%Jun 4, 20251Jun 5, 20251Jun 6, 20252
-0.25%Sep 22, 20253Sep 25, 20252Sep 29, 20255
-0.25%May 1, 20261May 4, 20261May 5, 20262
-0.23%Jul 10, 20261Jul 13, 20262Jul 15, 20263