All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SPBU: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

SPBU real return snapshot: after CPI-U inflation, SPBU returned +8.45% over the past year and +2.56% YTD, with dividends reinvested. Since Mar. 6, 2025, SPBU is up +15.02% in real purchasing-power return, or +10.65%/yr, and is currently −2.68% below its real total-return high on Jun. 2, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Thu 2025-03-06💬 to Fri 2026-07-24 Overall
Return
Exponential
Trendline
SPBU
×
+15.02%
+10.65%/yr
+13.65%/yr
R2=0.782
AllianzIM Buffer15 Uncapped Allocation ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2025-03-06💬 to Fri 2026-07-24 Start
Value
End
Value
SPBU
×
$10,000.00
2025-03-06
$11,501.90
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
SPBU
×
+2.56% +8.45%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SPBU
×
−2.68%
on 2026-07-24
from 2026-06-02 peak
−8.67%
on 2026-03-30
from 2026-01-12 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
SPBU
×
+8.45%

Annual Returns

Year SPBU
2026 (YTD) +2.56%
2025 +12.15%