Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.66% -0.11% 645.84M 461498.2
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 298.0% -509.54M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide investment results that correspond to approximately one-fifth to three-tenths the inverse of the S&P 500 VIX short-term futures index while also seeking to mitigate extreme volatility. The Fund primarily purchases or sells futures contracts, call options, and put options on VIX futures.
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

 
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15%
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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
--
--
--
--
-3.21%
22.84%
6.71%
-0.34%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.27%
--
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--
--
12.80%
9.82%
7.62%
-6.57%
19.29%
8.37%
12.36%
-15.01%
15.11%
11.20%
15.64%
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--
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--
--
21.23%
--
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--
17.00%
As of December 10, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.68%
Stock 15.79%
Bond 29.41%
Convertible 0.00%
Preferred 0.00%
Other 53.12%
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Basic Info

Investment Strategy
The Fund seeks to provide investment results that correspond to approximately one-fifth to three-tenths the inverse of the S&P 500 VIX short-term futures index while also seeking to mitigate extreme volatility. The Fund primarily purchases or sells futures contracts, call options, and put options on VIX futures.
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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