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JANIAllianzIM International Equity Buffer15 Uncapped Jan ETF

Stay safeGrow my moneyNewRanked #328 of 387 in this goal

Seeks to provide returns that track the share price returns of the iShares MSCI EAFE ETF with a 15% downside buffer.

By AllianzIM · Launched 2026

Annual Cost

0.79%

#4,370 of 6,040 · expensive

Fund Size

$24M

#4,424 of 6,040 · small

Return (1Y)

N/A

Track Record

8 months

#5,128 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,283+2.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

MSCI EAFE Index

Holdings

By weight

Concentration

Top 3 holdings = 100.0% of fundconcentrated

EFA 12/31/2026 3.27 C4EFA 261231C00003270
95.8%
EFA 12/31/2026 103.26 P4EFA 261231P00103260
6.1%
EFA 12/31/2026 85.63 P4EFA 261231P00085630
-1.9%

Asset allocation

Stocks
99.0%
Cash
0.8%
Other
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-7.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide returns that track the share price returns of the iShares MSCI EAFE ETF with a 15% downside buffer.
Strategy
Pursues a buffered strategy to provide returns that track the share price returns of the iShares MSCI EAFE ETF, while offering downside protection against the first 15% of losses. Invests primarily in FLEX Options referencing the Underlying ETF, aiming for positive returns in favorable market conditions.
Inception date
January 30, 2026
Fund family
AllianzIM

Next steps

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Data updated on 2026-09-18