Created with Highcharts 11.1.0Jul '24Oct '24Jan '25Apr '2525.0021.50

Key Stats

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Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
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Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The Fund seeks to provide monthly income. The Fund seeks to fulfill the Funds investment objective by using two income strategies, an interest income strategy, and an income generating option strategy. Fund name refers to the goal of producing additional income through options that enhances the Funds interest income.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Government
Peer Group General U.S. Treasury Funds
Global Macro Bond Government
US Macro U.S. Government & Treasury Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective General U.S. Treasury Funds
Fund Owner Firm Name Simplify
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
20%
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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
2018
2019
2020
2021
2022
2023
2024
YTD
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7.69%
1.51%
-5.32%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
1.92%
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6.86%
1.57%
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4.63%
7.25%
-0.53%
1.34%
4.98%
4.70%
-1.09%
-5.49%
4.90%
3.78%
2.05%
1.43%
4.27%
4.49%
-0.55%
-4.23%
4.78%
5.14%
1.49%
As of April 09, 2025.

Asset Allocation

Created with Highcharts 11.1.0
As of February 28, 2025.
Type % Net
Cash 0.00%
Stock 0.00%
Bond 101.0%
Convertible 0.00%
Preferred 0.00%
Other -1.02%
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Basic Info

Investment Strategy
The Fund seeks to provide monthly income. The Fund seeks to fulfill the Funds investment objective by using two income strategies, an interest income strategy, and an income generating option strategy. Fund name refers to the goal of producing additional income through options that enhances the Funds interest income.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Government
Peer Group General U.S. Treasury Funds
Global Macro Bond Government
US Macro U.S. Government & Treasury Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective General U.S. Treasury Funds
Fund Owner Firm Name Simplify
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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