AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) Sharpe Ratio: 2.15

OCTU's Sharpe Ratio of 2.15 indicates that for each unit of volatility, it generates 2.15 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Apr 15, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

OCTU Sharpe Ratio Rank

Average

OCTU ranks above 55.9% of all investments in our database based on Sharpe Ratio over the past 12 months, showing balanced returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

Strong returns with low total volatility → Higher rank
High volatility (both upside and downside) → Lower rank
Consistent returns → Higher rank than volatile returns of same magnitude
Sharp drawdowns increase volatility → Lower rank

What you can do with this information

Returns are proportional to volatility—neither strong nor weak
Evaluate whether the volatility profile aligns with your risk tolerance
Review higher-ranked alternatives in the same category
Monitor rank direction to identify improving or deteriorating trends

OCTU Sharpe Ratio Market Positioning

The chart shows OCTU's Sharpe Ratio relative to all ETFs on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

Red zone (bottom 25%): 1.22 or lower
Yellow zone (middle 50%): 1.22 to 2.62
Green zone (top 25%): 2.62 or higher
Top 1%: 7.34+
Median: 2.02 — half of all investments score higher

How it compares to other similar ETFs

The table compares AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF's Sharpe Ratio with other ETFs in the Defined Outcome category across multiple time periods, showing how OCTU's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Apr 15, 2026.

Symbol	Name	1Y Sharpe Ratio
MMAX	iShares Large Cap Max Buffer Mar ETF	4.74
ZAPR	Innovator Equity Defined Protection ETF - 1 Yr April	4.10
NAPR	Innovator Nasdaq-100 Power Buffer ETF - April	4.00
KAPR	Innovator Russell 2000 Power Buffer ETF - April	3.88
PAPR	Innovator U.S. Equity Power Buffer ETF - April	3.84
EAPR	Innovator Emerging Markets Power Buffer ETF - April	3.81
UAPR	Innovator U.S. Equity Ultra Buffer ETF - April	3.80
ZJAN	Innovator Equity Defined Protection ETF - 1 Yr January	3.65
PSFM	Pacer Swan SOS Flex (April) ETF	3.65
LJUL	Innovator Premium Income 15 Buffer ETF - July	3.65
OCTU	AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF	2.15

Benchmark Against

Benchmark

S&P 500 Index

Lookback Period

How to choose period

Historical Sharpe Ratio

The chart shows OCTU's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when OCTU consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

Loading graphics...

Explore OCTU risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

OCTU Sortino Ratio