SIMPLIFY HEDGED EQUITY ETF

Symbol: HEQT

Exchange: NYSE ARCA

Sector: Technology

Category: Equity Hedged

Inception Date: 01/11/2021

Latest Date: 02/04/2026

Current Price: $31.30

Expense Ratio: 0.43%

Assets Under Management
$336.1M
0.69% 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

-3.71%

Volatility

11.95%

Sharpe Ratio

-3.140

VaR 95%

-1.09%

CVaR 95%: -1.26%
Max Drawdown: -4.58%
Sortino Ratio: -5.420
Calmar Ratio: -7.40
Return

-2.29%

Volatility

9.27%

Sharpe Ratio

-1.362

VaR 95%

-1.06%

CVaR 95%: -1.17%
Max Drawdown: -5.39%
Sortino Ratio: -1.944
Calmar Ratio: -1.67
Return

0.46%

Volatility

8.02%

Sharpe Ratio

-0.338

VaR 95%

-0.97%

CVaR 95%: -1.13%
Max Drawdown: -5.39%
Sortino Ratio: -0.458
Calmar Ratio: 0.17
Return

10.06%

Volatility

8.48%

Sharpe Ratio

0.763

VaR 95%

-0.94%

CVaR 95%: -1.30%
Max Drawdown: -5.39%
Sortino Ratio: 0.928
Calmar Ratio: 1.87
Return

21.56%

Volatility

8.70%

Sharpe Ratio

0.767

VaR 95%

-0.99%

CVaR 95%: -1.33%
Max Drawdown: -10.57%
Sortino Ratio: 0.963
Calmar Ratio: 0.97
Return

41.17%

Volatility

7.95%

Sharpe Ratio

1.082

VaR 95%

-0.80%

CVaR 95%: -1.21%
Max Drawdown: -10.57%
Sortino Ratio: 1.407
Calmar Ratio: 1.16

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.04%

Best Day

3.637%

09/04/2025
Worst Day

-2.378%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $31.09 $31.38 $31.09 $31.30 86,200
01/04/2026 $31.31 $31.40 $31.28 $31.37 211,900
31/03/2026 $31.03 $31.50 $30.94 $31.50 241,200
30/03/2026 $30.95 $30.95 $30.75 $30.88 94,600
27/03/2026 $31.02 $31.05 $30.86 $30.95 221,700
26/03/2026 $31.22 $31.34 $31.11 $31.12 40,700
25/03/2026 $31.46 $31.56 $31.44 $31.51 30,800
24/03/2026 $31.30 $31.48 $31.30 $31.39 48,300
23/03/2026 $31.49 $31.63 $31.42 $31.44 107,300
20/03/2026 $31.45 $31.48 $31.22 $31.27 57,000