Summary
AIOO
Prices · period metrics · 12M
NAV as of 16/07/2026
01/07/2025 → 28/05/2026
Return 5.12% Volatility 1.98% Sharpe 1.00
Official loaded data — not a live quote.

ALLIANZIM U.S. EQUITY BUFFER100 PROTECTION ETF

Symbol: AIOO

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 30/06/2025

Latest date: 16/07/2026

Current price: $26.34

Expense ratio: 0.64%

Assets under management
$39.4M
-0.05% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

0.09%

Ann. 15.05% (Sharpe / Sortino numerator)

Volatility

1.81%

Sharpe ratio

6.297

VaR 95%

-0.15%

CVaR 95%: -0.15%
Max drawdown: -0.21%
Sortino ratio: 11.527
Calmar ratio: 71.78

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

1.63%

Ann. 8.54% (Sharpe / Sortino numerator)

Volatility

1.75%

Sharpe ratio

2.808

VaR 95%

-0.13%

CVaR 95%: -0.15%
Max drawdown: -0.37%
Sortino ratio: 6.909
Calmar ratio: 23.17

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

2.16%

Ann. 4.87% (Sharpe / Sortino numerator)

Volatility

1.82%

Sharpe ratio

0.681

VaR 95%

-0.15%

CVaR 95%: -0.22%
Max drawdown: -0.54%
Sortino ratio: 1.155
Calmar ratio: 8.98

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

5.12%

Ann. 5.60% (Sharpe / Sortino numerator)

Volatility

1.98%

Sharpe ratio

0.996

VaR 95%

-0.20%

CVaR 95%: -0.24%
Max drawdown: -0.74%
Sortino ratio: 1.675
Calmar ratio: 7.59

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.02%

Best day

0.33%

22/08/2025
Worst day

-0.38%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $26.35 $26.35 $26.32 $26.34 1,300
15/07/2026 $26.37 $26.38 $26.33 $26.35 14,200
14/07/2026 $26.29 $26.36 $26.29 $26.36 3,200
13/07/2026 $26.35 $26.36 $26.32 $26.32 9,000
10/07/2026 $26.34 $26.36 $26.32 $26.34 4,800
09/07/2026 $26.33 $26.33 $26.32 $26.32 17,200
08/07/2026 $26.30 $26.30 $26.26 $26.28 9,700
07/07/2026 $26.40 $26.40 $26.30 $26.30 17,800
06/07/2026 $26.30 $26.33 $26.30 $26.30 4,200
02/07/2026 $26.25 $26.32 $26.24 $26.27 17,600