OCTU vs JMM
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED OCT ETF (OCTU, ETF) and Nuveen Multi-Market Income Fund (JMM, ETF).
OCTU vs JMM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OCTU
$62M
Winner
JMM
$62M
Expense Ratio
OCTU
0.74%
JMM
N/A
Max Drawdown
Winner
OCTU
11.24%
JMM
49.78%
Sharpe Ratio
Winner
OCTU
1.42
JMM
-0.31
5Y Beta
OCTU
0.59
Winner
JMM
0.14
5Y Dividends CAGR
OCTU
N/A
JMM
3.30%
OCTU vs JMM - Historical Returns
Returns include dividend reinvestment.
1M
OCTU
+0.10%
Winner
JMM
+1.56%
3M
Winner
OCTU
+7.76%
JMM
+0.13%
6M
Winner
OCTU
+6.45%
JMM
-1.46%
1Y
Winner
OCTU
+17.23%
JMM
-1.37%
5Y(CAGR)
OCTU
N/A
JMM
+0.73%
10Y(CAGR)
OCTU
N/A
JMM
+3.03%
Max(CAGR)
Winner
OCTU
+12.12%
JMM
+5.65%
OCTU vs JMM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | OCTU | JMM |
|---|---|---|
| 2026 | +6.07% | -1.36% |
| 2025 | +12.54% | +4.90% |
| 2024 | +1.87% | +8.06% |
| 2023 | N/A | +6.54% |
| 2022 | N/A | -16.62% |
| 2021 | N/A | +10.98% |
| 2020 | N/A | +1.98% |
| 2019 | N/A | +13.39% |
| 2018 | N/A | -5.12% |
| 2017 | N/A | +10.38% |
| 2016 | N/A | +10.05% |
| 2015 | N/A | -3.73% |
| 2014 | N/A | +11.14% |
| 2013 | N/A | -7.11% |
| 2012 | N/A | +16.97% |
| 2011 | N/A | -0.76% |
| 2010 | N/A | +22.86% |
| 2009 | N/A | +41.47% |
| 2008 | N/A | -18.30% |
| 2007 | N/A | +4.19% |
| 2006 | N/A | +14.18% |
| 2005 | N/A | -1.18% |
| 2004 | N/A | +3.56% |
| 2003 | N/A | +8.27% |
| 2002 | N/A | +10.28% |
| 2001 | N/A | +10.71% |
| 2000 | N/A | +20.84% |
| 1999 | N/A | -5.79% |
OCTU vs JMM Drawdown Comparison
The maximum drawdown for OCTU was -11.24%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for JMM was -40.49%, occurring on Oct 10, 2008. Recovery took 376 trading sessions.
The current OCTU drawdown is -2.20%. The current JMM drawdown is -6.39%.
| Rank | OCTU | JMM |
|---|---|---|
| #1 | -11.24% Feb 19, 2025 - Jun 30, 2025 | -40.49% Jan 31, 2008 - Jul 29, 2009 |
| #2 | -5.92% Jan 27, 2026 - Apr 15, 2026 | -26.45% Feb 21, 2020 - Nov 19, 2020 |
| #3 | -3.66% Oct 28, 2025 - Jan 6, 2026 | -24.18% Dec 31, 2021 - Mar 3, 2025 |
| #4 | -3.65% Dec 6, 2024 - Feb 19, 2025 | -17.65% Oct 13, 2010 - Jul 25, 2012 |
| #5 | -3.65% Jun 2, 2026 - Jun 10, 2026 | -16.18% May 9, 2013 - Feb 6, 2015 |
| #6 | -2.00% Oct 8, 2025 - Oct 24, 2025 | -13.65% May 7, 2007 - Jan 31, 2008 |
| #7 | -1.97% Oct 14, 2024 - Nov 6, 2024 | -10.41% Nov 5, 1999 - Jul 6, 2000 |
| #8 | -1.97% Jul 25, 2025 - Aug 12, 2025 | -10.02% Jan 26, 2018 - May 21, 2019 |
| #9 | -1.84% Jan 9, 2026 - Jan 27, 2026 | -9.92% Mar 27, 2025 - Jul 11, 2025 |
| #10 | -1.79% May 14, 2026 - May 26, 2026 | -9.88% Sep 9, 2005 - Jul 27, 2006 |
| #11 | -1.63% Sep 22, 2025 - Oct 1, 2025 | -9.81% Feb 27, 2004 - Oct 7, 2004 |
| #12 | -1.52% Aug 14, 2025 - Aug 27, 2025 | -9.39% Feb 6, 2015 - Apr 4, 2016 |
| #13 | -1.48% Nov 11, 2024 - Nov 26, 2024 | -8.67% Mar 2, 2005 - Jun 23, 2005 |
| #14 | -1.36% Aug 28, 2025 - Sep 9, 2025 | -8.27% Feb 27, 2026 - Mar 27, 2026 |
| #15 | -0.85% Oct 4, 2024 - Oct 9, 2024 | -7.77% Oct 28, 2009 - Dec 24, 2009 |
Correlation
Correlation between OCTU and JMM is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.50
-101
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