OCTW vs SPXU
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF) and ProShares UltraPro Short S&P 500 (SPXU, ETF).
5-Year PerformanceOCTW has outperformed SPXU, delivering a return of +8.7% compared to -34.0%
OCTW vs SPXU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OCTW vs SPXU - Historical Returns
Returns include dividend reinvestment.
OCTW vs SPXU - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | OCTW | SPXU |
|---|---|---|
| 2026 | +4.09% | -20.25% |
| 2025 | +9.83% | -42.26% |
| 2024 | +8.84% | -44.36% |
| 2023 | +17.72% | -46.82% |
| 2022 | +0.29% | +38.93% |
| 2021 | +7.07% | -59.51% |
| 2020 | +4.11% | -69.58% |
| 2019 | N/A | -56.23% |
| 2018 | N/A | +6.18% |
| 2017 | N/A | -42.98% |
| 2016 | N/A | -38.28% |
| 2015 | N/A | -16.75% |
| 2014 | N/A | -38.65% |
| 2013 | N/A | -56.86% |
| 2012 | N/A | -39.74% |
| 2011 | N/A | -30.34% |
| 2010 | N/A | -43.79% |
| 2009 | N/A | -50.48% |
OCTW vs SPXU Drawdown Comparison
The maximum drawdown for OCTW was -8.38%, occurring on Apr 8, 2025. Recovery took 76 trading sessions.
The maximum drawdown for SPXU was -99.99%, occurring on Jun 2, 2026. This drawdown has not yet recovered.
The current OCTW drawdown is -0.62%. The current SPXU drawdown is -99.99%.
| Rank | OCTW | SPXU |
|---|---|---|
| #1 | -8.38% Feb 18, 2025 - Jun 6, 2025 | -99.99% Jul 10, 2009 - Jun 2, 2026 |
| #2 | -6.96% Jan 3, 2022 - Nov 10, 2022 | -2.98% Jun 26, 2009 - Jul 2, 2009 |
| #3 | -3.65% Feb 25, 2026 - Apr 13, 2026 | -0.23% Jul 2, 2009 - Jul 7, 2009 |
| #4 | -2.79% Oct 12, 2020 - Nov 5, 2020 | -0.23% Jul 7, 2009 - Jul 10, 2009 |
| #5 | -2.69% Feb 2, 2023 - Mar 31, 2023 | N/A |
| #6 | -2.64% Oct 11, 2023 - Nov 3, 2023 | N/A |
| #7 | -2.33% Dec 2, 2022 - Jan 12, 2023 | N/A |
| #8 | -2.01% Oct 27, 2025 - Dec 3, 2025 | N/A |
| #9 | -1.73% Nov 16, 2021 - Dec 23, 2021 | N/A |
| #10 | -1.49% Jul 31, 2024 - Aug 13, 2024 | N/A |
| #11 | -1.41% Dec 6, 2024 - Jan 17, 2025 | N/A |
| #12 | -1.26% Jan 20, 2021 - Feb 8, 2021 | N/A |
| #13 | -1.15% Oct 8, 2025 - Oct 20, 2025 | N/A |
| #14 | -1.12% May 1, 2023 - May 15, 2023 | N/A |
| #15 | -1.12% Oct 14, 2024 - Nov 6, 2024 | N/A |
Correlation
Correlation between OCTW and SPXU is -0.86 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
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