SIMPLIFY US EQUITY PLUS UPSIDE CONVEXITY ETF

Symbol: SPUC

Exchange: NYSE ARCA

Sector: Technology

Category: Large Blend

Inception Date: 03/09/2020

Latest Date: 17/04/2026

Current Price: $47.91

Expense Ratio: 0.53%

Assets Under Management
$101.0M
-0.11% daily change

Period Performance

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

Adjusted Return
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Performance Metrics

Return

6.44%

Volatility

19.13%

Sharpe Ratio

-2.134

VaR 95%

-1.73%

CVaR 95%: -1.91%
Max Drawdown: -7.68%
Sortino Ratio: -4.686
Calmar Ratio: -4.84
Return

3.65%

Volatility

17.73%

Sharpe Ratio

-1.025

VaR 95%

-1.75%

CVaR 95%: -2.27%
Max Drawdown: -10.59%
Sortino Ratio: -1.697
Calmar Ratio: -1.37
Return

2.98%

Volatility

19.17%

Sharpe Ratio

-0.698

VaR 95%

-2.13%

CVaR 95%: -2.82%
Max Drawdown: -11.46%
Sortino Ratio: -0.955
Calmar Ratio: -0.85
Return

52.20%

Volatility

26.42%

Sharpe Ratio

0.796

VaR 95%

-2.22%

CVaR 95%: -3.86%
Max Drawdown: -12.22%
Sortino Ratio: 1.044
Calmar Ratio: 2.02
Return

45.28%

Volatility

24.41%

Sharpe Ratio

0.372

VaR 95%

-2.34%

CVaR 95%: -3.58%
Max Drawdown: -28.17%
Sortino Ratio: 0.491
Calmar Ratio: 0.45
Return

86.73%

Volatility

21.92%

Sharpe Ratio

0.788

VaR 95%

-2.11%

CVaR 95%: -3.18%
Max Drawdown: -28.17%
Sortino Ratio: 1.061
Calmar Ratio: 0.74

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 17/04/2025 - 17/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.18%

Best Day

6.858%

12/05/2025
Worst Day

-4.217%

21/04/2025
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $47.96 $47.96 $47.91 $47.91 800
16/04/2026 $47.48 $47.63 $47.44 $47.63 3,700
15/04/2026 $47.27 $47.53 $47.27 $47.53 700
14/04/2026 $46.98 $47.22 $46.98 $47.22 500
13/04/2026 $46.35 $46.78 $46.35 $46.78 2,200
10/04/2026 $46.44 $46.53 $46.31 $46.31 5,100
02/04/2026 $44.31 $44.77 $44.31 $44.76 1,700
01/04/2026 $44.59 $44.90 $44.59 $44.67 3,000
31/03/2026 $44.14 $44.28 $44.09 $44.18 49,400
30/03/2026 $43.42 $43.42 $42.89 $42.89 1,200