Summary
CDX
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return -1.25% Volatility 15.96% Sharpe -0.33
Official loaded data — not a live quote.

SIMPLIFY HIGH YIELD ETF

Symbol: CDX

Exchange: NYSE

Sector: Technology

Category: High Yield Bond

Inception date: 14/02/2022

Latest date: 17/07/2026

Current price: $20.91

Expense ratio: 0.25%

Assets under management
$393.5M
0.24% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-0.76%

Ann. -23.16% (Sharpe / Sortino numerator)

Volatility

10.74%

Sharpe ratio

-2.493

VaR 95%

-1.06%

CVaR 95%: -1.13%
Max drawdown: -2.96%
Sortino ratio: -5.089
Calmar ratio: -7.81

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-2.09%

Ann. -9.51% (Sharpe / Sortino numerator)

Volatility

7.42%

Sharpe ratio

-1.772

VaR 95%

-0.78%

CVaR 95%: -1.02%
Max drawdown: -4.29%
Sortino ratio: -2.563
Calmar ratio: -2.22

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-2.92%

Ann. -7.11% (Sharpe / Sortino numerator)

Volatility

6.01%

Sharpe ratio

-1.787

VaR 95%

-0.66%

CVaR 95%: -0.88%
Max drawdown: -4.53%
Sortino ratio: -2.518
Calmar ratio: -1.57

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-1.25%

Ann. -1.57% (Sharpe / Sortino numerator)

Volatility

15.96%

Sharpe ratio

-0.326

VaR 95%

-0.63%

CVaR 95%: -1.86%
Max drawdown: -8.88%
Sortino ratio: -0.357
Calmar ratio: -0.18

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

8.98%

Ann. 6.21% (Sharpe / Sortino numerator)

Volatility

12.38%

Sharpe ratio

0.209

VaR 95%

-0.68%

CVaR 95%: -1.43%
Max drawdown: -8.88%
Sortino ratio: 0.233
Calmar ratio: 0.70

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

19.95%

Ann. 7.56% (Sharpe / Sortino numerator)

Volatility

10.89%

Sharpe ratio

0.361

VaR 95%

-0.68%

CVaR 95%: -1.26%
Max drawdown: -8.88%
Sortino ratio: 0.423
Calmar ratio: 0.85

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

-0.004%

Best day

1.18%

08/04/2026
Worst day

-1.194%

12/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $20.86 $20.93 $20.83 $20.91 41,500
16/07/2026 $20.95 $20.95 $20.83 $20.90 126,000
15/07/2026 $20.90 $21.03 $20.88 $21.02 63,700
14/07/2026 $20.85 $21.01 $20.85 $20.89 127,700
13/07/2026 $20.89 $21.01 $20.85 $20.85 175,700
10/07/2026 $21.01 $21.07 $20.93 $20.93 123,900
09/07/2026 $20.94 $21.10 $20.94 $21.04 74,900
08/07/2026 $20.86 $20.97 $20.86 $20.89 133,800
07/07/2026 $20.95 $20.99 $20.89 $20.90 92,400
06/07/2026 $20.93 $21.08 $20.93 $20.97 69,800