SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF
Symbol: SPD
Exchange: NYSE
Sector: Technology
Category: Large Blend
Inception date: 03/09/2020
Latest date: 20/07/2026
Current price: $41.09
Expense ratio: 0.53%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
-0.96%
Ann. -48.14% (Sharpe / Sortino numerator)
Volatility
11.30%
Sharpe ratio
-4.583
VaR 95%
-1.06%
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
4.86%
Ann. -24.95% (Sharpe / Sortino numerator)
Volatility
12.66%
Sharpe ratio
-2.257
VaR 95%
-1.33%
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
6.73%
Ann. -15.00% (Sharpe / Sortino numerator)
Volatility
13.44%
Sharpe ratio
-1.386
VaR 95%
-1.37%
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
9.76%
Ann. 17.56% (Sharpe / Sortino numerator)
Volatility
23.03%
Sharpe ratio
0.605
VaR 95%
-1.46%
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
27.31%
Ann. 9.39% (Sharpe / Sortino numerator)
Volatility
18.90%
Sharpe ratio
0.305
VaR 95%
-1.56%
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
52.94%
Ann. 14.19% (Sharpe / Sortino numerator)
Volatility
16.55%
Sharpe ratio
0.638
VaR 95%
-1.32%
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
0.041%
Best day
2.413%
Worst day
-2.47%
Days with data
250
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 20/07/2026 | $41.28 | $41.40 | $41.03 | $41.09 | 10,200 |
| 17/07/2026 | $41.21 | $41.33 | $41.09 | $41.16 | 6,300 |
| 16/07/2026 | $41.77 | $41.77 | $41.47 | $41.55 | 14,800 |
| 15/07/2026 | $41.80 | $41.87 | $41.59 | $41.81 | 6,900 |
| 14/07/2026 | $41.59 | $41.74 | $41.59 | $41.74 | 4,000 |
| 13/07/2026 | $41.83 | $41.83 | $41.52 | $41.55 | 4,000 |
| 10/07/2026 | $41.77 | $41.92 | $41.68 | $41.84 | 17,500 |
| 09/07/2026 | $41.58 | $41.75 | $41.48 | $41.70 | 4,100 |
| 08/07/2026 | $41.20 | $41.32 | $41.20 | $41.30 | 3,500 |
| 07/07/2026 | $41.40 | $41.52 | $41.32 | $41.41 | 9,700 |