SPBXAllianzIM 6 Month Buffer10 Allocation ETF
Seeks capital appreciation with downside risk mitigation.
By AllianzIM · Launched 2025
Annual Cost
0.79%
#4,370 of 6,040 · expensive
Fund Size
$87M
#3,227 of 6,040 · mid-size
Return (1Y)
+11.4%
Track Record
1 year
#4,004 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,134+11.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 6 holdings = 100.0% of fundconcentrated
ALLIANZIM US 6M BF10 MAR-SEP
17.0%
ALLIANZIM US 6M BF10 FEB-AUG
17.0%
ALLIANZIM US 6M BF10 JAN-JUL
16.9%
ALLIANZIM US 6M BF10 JUN-DEC
16.6%
ALLIANZIM US 6M BF10 MAY-NOV
16.5%
ALLIANZIM US 6M BF10 APR-OCT
16.1%
Asset allocation
Stocks
99.3%
Cash
0.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
5.7%Low
Year-on-year price swings
Max drawdown
-11.1%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
- NYSE Arca, Cboe BZX
Full fund details
- Objective
- Seeks capital appreciation with downside risk mitigation.
- Strategy
- Actively manages a laddered portfolio of six AllianzIM U.S. Equity 6 Month Buffer10 ETFs to provide diversified exposure and downside risk mitigation. The strategy aims to benefit from increases in the SPY ETF while managing downside risk through a buffered approach.
- Inception date
- January 7, 2025
- Fund family
- AllianzIM
Similar funds
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Data updated on 2026-09-18