ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF

Symbol: OCTW

Exchange: NYSE ARCA

Sector: Technology

Category: Defined Outcome

Inception Date: 30/09/2020

Latest Date: 17/04/2026

Current Price: $39.95

Expense Ratio: 0.74%

Assets Under Management
$542.7M
-0.05% daily change

Period Performance

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

Adjusted Return
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Performance Metrics

Return

3.36%

Volatility

8.17%

Sharpe Ratio

-2.287

VaR 95%

-0.70%

CVaR 95%: -0.76%
Max Drawdown: -3.24%
Sortino Ratio: -4.347
Calmar Ratio: -4.65
Return

2.62%

Volatility

6.42%

Sharpe Ratio

-1.126

VaR 95%

-0.70%

CVaR 95%: -0.78%
Max Drawdown: -3.66%
Sortino Ratio: -1.769
Calmar Ratio: -0.98
Return

3.82%

Volatility

5.79%

Sharpe Ratio

-0.403

VaR 95%

-0.64%

CVaR 95%: -0.79%
Max Drawdown: -3.66%
Sortino Ratio: -0.590
Calmar Ratio: 0.35
Return

16.92%

Volatility

8.03%

Sharpe Ratio

0.734

VaR 95%

-0.65%

CVaR 95%: -1.16%
Max Drawdown: -3.68%
Sortino Ratio: 0.862
Calmar Ratio: 2.59
Return

18.86%

Volatility

6.58%

Sharpe Ratio

0.514

VaR 95%

-0.62%

CVaR 95%: -0.98%
Max Drawdown: -8.38%
Sortino Ratio: 0.585
Calmar Ratio: 0.84
Return

36.04%

Volatility

5.84%

Sharpe Ratio

1.080

VaR 95%

-0.52%

CVaR 95%: -0.86%
Max Drawdown: -8.38%
Sortino Ratio: 1.237
Calmar Ratio: 1.19

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 17/04/2025 - 17/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.064%

Best Day

1.565%

10/04/2026
Worst Day

-1.062%

10/10/2025
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $39.97 $39.99 $39.93 $39.95 17,500
16/04/2026 $39.76 $39.80 $39.71 $39.79 26,300
15/04/2026 $39.66 $39.77 $39.66 $39.73 19,800
14/04/2026 $39.57 $39.65 $39.56 $39.64 16,100
13/04/2026 $39.22 $39.45 $39.22 $39.44 28,700
10/04/2026 $39.30 $39.36 $39.25 $39.27 28,700
02/04/2026 $38.40 $38.66 $38.34 $38.66 47,600
01/04/2026 $38.59 $38.70 $38.55 $38.63 38,800
31/03/2026 $38.28 $38.48 $38.15 $38.47 41,200
30/03/2026 $38.17 $38.17 $37.89 $37.95 18,000