Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.78% 0.95% 53.61M 15128.87
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 0.00% 46.36M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation. The Fund seeks to achieve the investment objective by investing in commodity futures contracts. The Fund attempts to capture the economic benefit derived from rising trends based on the price changes of the Futures Contracts to become generally positioned long.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Managed Futures
Peer Group Alternative Managed Futures Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Managed Futures Funds
Fund Owner Firm Name Simplify
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
20.48%
12.13%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.92%
-9.16%
-1.28%
8.60%
12.31%
10.10%
-5.62%
5.97%
9.51%
--
-14.97%
-50.16%
283.0%
-68.84%
25.79%
-47.40%
48.24%
--
--
--
--
--
--
-2.90%
8.66%
As of December 11, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 10.03%
Stock 0.00%
Bond 64.98%
Convertible 0.00%
Preferred 0.00%
Other 24.99%
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Basic Info

Investment Strategy
The Fund seeks to provide long-term capital appreciation. The Fund seeks to achieve the investment objective by investing in commodity futures contracts. The Fund attempts to capture the economic benefit derived from rising trends based on the price changes of the Futures Contracts to become generally positioned long.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Managed Futures
Peer Group Alternative Managed Futures Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Managed Futures Funds
Fund Owner Firm Name Simplify
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

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