Simplify Bitcoin Strategy PLUS Inc ETF (MAXI)
27.44
-1.15
(-4.02%)
USD |
NASDAQ |
Apr 24, 16:00
27.50
+0.06
(+0.22%)
After-Hours: 07:13
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
11.18% | 0.14% | 20.28M | 22487.50 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
21.25% | 0.00% | -8.399M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks income and capital appreciation. The fund is an actively managed exchange-traded fund (an “ETF”). The fund’s adviser seeks to achieve its investment objective by using three strategies: (1) a Bitcoin futures strategy, (2) an income strategy, and (3) an option overlay strategy. Even though the adviser employs three strategies, the fund’s portfolio is composed primarily of income producing securities. It is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | -- |
Fixed Income Style | -- |
Broad Asset Class | Alternative |
Broad Category | Alternative |
Category Name | Digital Assets |
Category Index | USTREAS T-Bill Auction Ave 3 Mon |
Global Category Name | Alternative Miscellaneous |
YCharts Categorization | Other |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Simplify Asset Management |
Prospectus Benchmark Index | |
N/A | 100.0% |
Broad Asset Class Benchmark Index | |
^MSACWINTR | 100.0% |
Manager Tenure | |
David Berns | 1.51 yrs |
Paul Kim | 1.51 yrs |
John Downing | 0.42 yrs |
Performance Versus Category
As of April 24, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 24, 2024.
Basic Info
Investment Strategy | |
The investment seeks income and capital appreciation. The fund is an actively managed exchange-traded fund (an “ETF”). The fund’s adviser seeks to achieve its investment objective by using three strategies: (1) a Bitcoin futures strategy, (2) an income strategy, and (3) an option overlay strategy. Even though the adviser employs three strategies, the fund’s portfolio is composed primarily of income producing securities. It is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | -- |
Fixed Income Style | -- |
Broad Asset Class | Alternative |
Broad Category | Alternative |
Category Name | Digital Assets |
Category Index | USTREAS T-Bill Auction Ave 3 Mon |
Global Category Name | Alternative Miscellaneous |
YCharts Categorization | Other |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Simplify Asset Management |
Prospectus Benchmark Index | |
N/A | 100.0% |
Broad Asset Class Benchmark Index | |
^MSACWINTR | 100.0% |
Manager Tenure | |
David Berns | 1.51 yrs |
Paul Kim | 1.51 yrs |
John Downing | 0.42 yrs |