SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF

Symbol: SPBC

Exchange: NASDAQ

Sector: Technology

Category: Digital Assets

Inception Date: 24/05/2021

Latest Date: 17/04/2026

Current Price: $45.96

Expense Ratio: 0.54%

Assets Under Management
$40.6M
0.07% 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

8.50%

Volatility

20.67%

Sharpe Ratio

-2.122

VaR 95%

-1.88%

CVaR 95%: -1.99%
Max Drawdown: -8.41%
Sortino Ratio: -4.201
Calmar Ratio: -4.78
Return

3.39%

Volatility

17.90%

Sharpe Ratio

-1.571

VaR 95%

-1.90%

CVaR 95%: -2.31%
Max Drawdown: -11.93%
Sortino Ratio: -2.354
Calmar Ratio: -2.05
Return

2.37%

Volatility

16.62%

Sharpe Ratio

-1.054

VaR 95%

-1.86%

CVaR 95%: -2.31%
Max Drawdown: -12.45%
Sortino Ratio: -1.505
Calmar Ratio: -1.12
Return

34.46%

Volatility

20.18%

Sharpe Ratio

0.522

VaR 95%

-1.82%

CVaR 95%: -2.83%
Max Drawdown: -12.45%
Sortino Ratio: 0.697
Calmar Ratio: 1.14
Return

46.98%

Volatility

18.79%

Sharpe Ratio

0.510

VaR 95%

-1.89%

CVaR 95%: -2.74%
Max Drawdown: -21.00%
Sortino Ratio: 0.679
Calmar Ratio: 0.63
Return

104.14%

Volatility

17.51%

Sharpe Ratio

1.146

VaR 95%

-1.67%

CVaR 95%: -2.46%
Max Drawdown: -21.00%
Sortino Ratio: 1.608
Calmar Ratio: 1.13

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

0.125%

Best Day

4.508%

10/04/2026
Worst Day

-3.007%

10/10/2025
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $45.93 $46.08 $45.92 $45.96 2,900
16/04/2026 $45.08 $45.31 $45.07 $45.31 1,900
15/04/2026 $44.94 $45.18 $44.94 $45.18 1,100
14/04/2026 $44.38 $44.82 $44.38 $44.78 1,900
13/04/2026 $43.48 $44.19 $43.48 $44.19 900
10/04/2026 $43.84 $43.90 $43.67 $43.75 2,300
02/04/2026 $41.24 $41.87 $41.24 $41.86 1,700
01/04/2026 $42.01 $42.11 $41.86 $41.92 5,700
31/03/2026 $40.98 $41.60 $40.85 $41.59 5,200
30/03/2026 $40.62 $40.77 $40.29 $40.33 10,900