Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCTW (AllianzIM U.S. Large Cap Buffer20 Oct ETF) | 3.59% | 10.72% | 10.24% | 8.61% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCTW (AllianzIM U.S. Large Cap Buffer20 Oct ETF) | 10/01/2020 | 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 (%) | -1.00 | 10.72 | 10.24 | 8.61 | NA | NA | NA | … | … | 3.59 | 10.04 | 8.68 | 17.58 | 0.54 | 6.48 | 4.11 |
| Sharpe Ratio | NA | 1.92 | 1.27 | 0.99 | NA | NA | NA | … | … | 1.29 | 0.89 | 0.76 | 2.76 | -0.10 | 1.84 | 2.60 |
| Standard Deviation(%) | NA | 4.96 | 5.81 | 6.29 | NA | NA | NA | … | … | 5.69 | 8.23 | 3.43 | 4.87 | 8.66 | 3.51 | 6.71 |
| Draw Down(%) | NA | 3.66 | 8.38 | 8.38 | NA | NA | NA | … | … | 3.66 | 8.38 | 1.50 | 2.69 | 6.96 | 1.73 | 2.79 |
| 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 10/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCTW (AllianzIM U.S. Large Cap Buffer20 Oct ETF) |
7.74%
Nov 2020 – Nov 2023 |
7.81%
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 |
|---|---|---|---|---|
| OCTW (AllianzIM U.S. Large Cap Buffer20 Oct ETF) |
12.75%
Sep 2022 – Sep 2025 |
8.86%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart