SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF
Symbol: SPBC
Exchange: NASDAQ
Sector: Technology
Category: Digital Assets
Inception date: 24/05/2021
Latest date: 15/10/2026
Current price: $50.62
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
3.26%
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
5.54%
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
12.50%
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
14.64%
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
39.14%
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
109.39%
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: 15/10/2025 - 15/10/2026.
Average daily return
0.059%
Best day
3.127%
Worst day
-2.897%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 15/10/2026 | $50.10 | $50.66 | $50.10 | $50.62 | 9,100 |
| 14/10/2026 | $50.44 | $50.44 | $50.27 | $50.34 | 2,100 |
| 13/10/2026 | $51.09 | $51.09 | $51.05 | $51.07 | 1,700 |
| 12/10/2026 | $51.13 | $51.13 | $50.97 | $51.03 | 3,200 |
| 09/10/2026 | $50.92 | $51.14 | $50.92 | $51.06 | 6,900 |
| 08/10/2026 | $50.81 | $50.93 | $50.67 | $50.70 | 1,900 |
| 07/10/2026 | $51.00 | $51.05 | $50.81 | $51.05 | 1,500 |
| 06/10/2026 | $51.39 | $51.50 | $51.33 | $51.34 | 7,900 |
| 05/10/2026 | $50.85 | $51.11 | $50.79 | $51.03 | 7,200 |
| 02/10/2026 | $50.83 | $50.83 | $50.44 | $50.56 | 22,100 |