SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF
Symbol: SPBC
Exchange: NASDAQ
Sector: Technology
Category: Digital Assets
Inception date: 24/05/2021
Latest date: 20/07/2026
Current price: $47.32
Expense ratio: 0.54%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
-0.17%
Ann. -40.23% (Sharpe / Sortino numerator)
Volatility
20.67%
Sharpe ratio
-2.122
VaR 95%
-1.88%
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
3.58%
Ann. -24.49% (Sharpe / Sortino numerator)
Volatility
17.90%
Sharpe ratio
-1.571
VaR 95%
-1.90%
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
6.94%
Ann. -13.88% (Sharpe / Sortino numerator)
Volatility
16.62%
Sharpe ratio
-1.054
VaR 95%
-1.86%
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
12.64%
Ann. 14.17% (Sharpe / Sortino numerator)
Volatility
20.18%
Sharpe ratio
0.522
VaR 95%
-1.82%
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
35.89%
Ann. 13.22% (Sharpe / Sortino numerator)
Volatility
18.79%
Sharpe ratio
0.510
VaR 95%
-1.89%
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
91.01%
Ann. 23.70% (Sharpe / Sortino numerator)
Volatility
17.51%
Sharpe ratio
1.146
VaR 95%
-1.67%
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: 21/07/2025 - 20/07/2026.
Average daily return
0.052%
Best day
3.127%
Worst day
-3.007%
Days with data
250
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 20/07/2026 | $47.59 | $47.61 | $47.32 | $47.32 | 5,400 |
| 17/07/2026 | $47.13 | $47.57 | $47.13 | $47.38 | 2,600 |
| 16/07/2026 | $48.03 | $48.03 | $47.70 | $47.80 | 800 |
| 15/07/2026 | $48.08 | $48.08 | $47.88 | $48.05 | 1,400 |
| 14/07/2026 | $47.70 | $47.94 | $47.68 | $47.94 | 1,900 |
| 13/07/2026 | $47.77 | $47.77 | $47.45 | $47.52 | 9,300 |
| 10/07/2026 | $47.92 | $48.05 | $47.90 | $48.05 | 21,600 |
| 09/07/2026 | $47.60 | $47.80 | $47.60 | $47.78 | 2,300 |
| 08/07/2026 | $47.13 | $47.38 | $46.91 | $47.35 | 12,200 |
| 07/07/2026 | $47.63 | $47.63 | $47.52 | $47.60 | 800 |