Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JULT (AllianzIM U.S. Large Cap Buffer10 Jul ETF) | 5.12% | 16.24% | 15.36% | 11.20% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JULT (AllianzIM U.S. Large Cap Buffer10 Jul ETF) | 07/01/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 16.24 | 15.36 | 11.20 | NA | NA | NA | … | … | 5.12 | 14.17 | 18.54 | 21.34 | -5.57 | 9.60 | 6.53 |
| Sharpe Ratio | NA | 2.19 | 1.27 | 0.80 | NA | NA | NA | … | … | 1.37 | 0.89 | 1.46 | 1.69 | -0.47 | 1.67 | 1.33 |
| Standard Deviation(%) | NA | 7.23 | 10.04 | 10.98 | NA | NA | NA | … | … | 7.84 | 12.90 | 8.29 | 10.22 | 14.72 | 5.72 | 10.02 |
| Draw Down(%) | NA | 5.21 | 13.58 | 13.58 | NA | NA | NA | … | … | 5.21 | 13.58 | 5.83 | 6.74 | 11.50 | 2.64 | 4.10 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JULT (AllianzIM U.S. Large Cap Buffer10 Jul ETF) |
5.51%
Sep 2020 – Sep 2023 |
9.84%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JULT (AllianzIM U.S. Large Cap Buffer10 Jul ETF) |
18.86%
Sep 2022 – Sep 2025 |
11.34%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart