MART vs EFO
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF (MART, ETF) and PROSHARES ULTRA MSCI EAFE (EFO, ETF).
MART vs EFO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MART
$30M
Winner
EFO
$30M
Expense Ratio
MART
0.74%
EFO
N/A
Max Drawdown
Winner
MART
11.61%
EFO
63.71%
Sharpe Ratio
Winner
MART
1.93
EFO
0.83
5Y Beta
Winner
MART
0.61
EFO
1.47
MART vs EFO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MART
+1.23%
EFO
-0.77%
3M
Winner
MART
+5.27%
EFO
+3.50%
6M
MART
+7.98%
Winner
EFO
+12.56%
1Y
MART
+19.17%
Winner
EFO
+28.17%
5Y(CAGR)
MART
N/A
EFO
+6.29%
10Y(CAGR)
MART
N/A
EFO
+9.58%
Max(CAGR)
Winner
MART
+16.91%
EFO
+8.32%
MART vs EFO - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | MART | EFO |
|---|---|---|
| 2026 | +7.08% | +6.39% |
| 2025 | +14.94% | +58.49% |
| 2024 | +15.85% | -0.41% |
| 2023 | +16.94% | +24.11% |
| 2022 | N/A | -34.40% |
| 2021 | N/A | +18.47% |
| 2020 | N/A | +0.81% |
| 2019 | N/A | +41.35% |
| 2018 | N/A | -31.71% |
| 2017 | N/A | +49.91% |
| 2016 | N/A | +1.33% |
| 2015 | N/A | -6.37% |
| 2014 | N/A | -11.11% |
| 2013 | N/A | +39.10% |
| 2012 | N/A | +26.78% |
| 2011 | N/A | -32.96% |
| 2010 | N/A | +4.79% |
| 2009 | N/A | +37.91% |
MART vs EFO Drawdown Comparison
The maximum drawdown for MART was -11.61%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.
The maximum drawdown for EFO was -63.52%, occurring on Mar 23, 2020. Recovery took 809 trading sessions.
The current MART drawdown is -1.28%. The current EFO drawdown is -9.39%.
| Rank | MART | EFO |
|---|---|---|
| #1 | -11.61% Feb 19, 2025 - May 16, 2025 | -63.52% Jan 26, 2018 - Apr 15, 2021 |
| #2 | -6.47% Jul 28, 2023 - Nov 14, 2023 | -53.95% Sep 3, 2021 - May 19, 2025 |
| #3 | -5.46% Jul 16, 2024 - Aug 21, 2024 | -49.36% Apr 29, 2011 - Sep 18, 2013 |
| #4 | -5.30% Mar 2, 2026 - Apr 13, 2026 | -45.23% Jul 3, 2014 - Sep 19, 2017 |
| #5 | -3.60% Mar 28, 2024 - May 10, 2024 | -38.22% Apr 14, 2010 - Nov 4, 2010 |
| #6 | -3.33% Mar 6, 2023 - Mar 29, 2023 | -25.40% Jan 11, 2010 - Apr 14, 2010 |
| #7 | -2.76% Aug 30, 2024 - Sep 19, 2024 | -22.18% Feb 26, 2026 - Mar 20, 2026 |
| #8 | -2.17% Jan 23, 2025 - Feb 5, 2025 | -20.28% Feb 18, 2011 - Apr 26, 2011 |
| #9 | -2.14% Nov 12, 2025 - Nov 26, 2025 | -17.55% Jun 11, 2009 - Jul 23, 2009 |
| #10 | -1.74% May 19, 2025 - Jun 3, 2025 | -14.57% Nov 4, 2010 - Jan 13, 2011 |
| #11 | -1.72% May 1, 2023 - May 17, 2023 | -14.26% Jan 22, 2014 - Feb 24, 2014 |
| #12 | -1.57% Dec 11, 2024 - Dec 24, 2024 | -13.88% Oct 19, 2009 - Jan 6, 2010 |
| #13 | -1.53% Apr 18, 2023 - Apr 28, 2023 | -11.15% Jun 15, 2021 - Sep 2, 2021 |
| #14 | -1.47% Dec 26, 2024 - Jan 17, 2025 | -10.74% Nov 12, 2025 - Dec 11, 2025 |
| #15 | -1.44% Oct 8, 2025 - Oct 20, 2025 | -10.66% Sep 16, 2009 - Oct 14, 2009 |
Correlation
Correlation between MART and EFO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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