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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.88% 1.21% 10.30M 955.20
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 13.02M Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation and income. The Fund is an actively managed ETF. The Fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in China A Shares and/or through instruments that have economic characteristics substantially similar to China A Shares.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Alternative Strategies
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name Simplify
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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15%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.80%
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29.25%
-25.65%
23.96%
22.57%
15.32%
1.87%
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24.81%
-25.96%
20.93%
17.49%
18.87%
1.76%
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0.83%
--
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-2.43%
13.13%
21.77%
34.34%
2.66%
As of January 10, 2026.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 10.15%
Stock 0.00%
Bond 89.80%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Basic Info

Investment Strategy
The Fund seeks capital appreciation and income. The Fund is an actively managed ETF. The Fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in China A Shares and/or through instruments that have economic characteristics substantially similar to China A Shares.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Alternative Strategies
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name Simplify
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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