Unlock stock picks and a broker-level newsfeed that powers Wall Street.
NYSEArca - Delayed Quote USD

Simplify US Equity PLUS Downside Convexity ETF (SPD)

30.19
-1.18
(-3.77%)
At close: April 3 at 3:43:38 PM EDT

Performance Overview: SPD

Trailing returns as of 4/3/2025. Category is Large Blend.

YTD Return

SPD
9.32%
Category
1.71%

1-Year Return

SPD
1.93%
Category
15.53%

3-Year Return

SPD
0.40%
Category
10.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SPD
Category
YTD
-0.58%
1.71%
1-Month
-3.42%
-1.59%
3-Month
-4.29%
-1.78%
1-Year
10.03%
15.53%
3-Year
4.40%
10.88%
5-Year
0.00%
15.31%
10-Year
0.00%
11.46%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
SPD
Category
2024
17.49%
21.45%
2023
20.93%
22.32%
2022
-25.96%
-16.96%
2021
24.81%
26.07%

ETF Summary

The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of U.S. companies and applying a downside convexity option overlay strategy to the equity investments. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds ("ETFs"). The downside convexity option overlay strategy includes purchasing exchange-traded and over-the-counter ("OTC") put options on the S&P 500 Index or an S&P 500 Index ETF.

ETF Overview

Category Large Blend
Fund Family Simplify Asset Management
Net Assets 122.97M
YTD Daily Total Return -9.32%
Yield 1.14%
Legal Type Exchange Traded Fund

Related Tickers