SIMPLIFY US EQUITY PLUS UPSIDE CONVEXITY ETF

Symbol: SPUC

Exchange: NYSE ARCA

Sector: Technology

Category: Large Blend

Inception Date: 03/09/2020

Latest Date: 02/04/2026

Current Price: $44.76

Expense Ratio: 0.53%

Assets Under Management
$104.9M
1.01% 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

-4.16%

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

-3.80%

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

-4.96%

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

24.56%

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

26.92%

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

76.36%

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: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.101%

Best Day

11.466%

09/04/2025
Worst Day

-6.52%

03/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
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
27/03/2026 $43.69 $43.69 $43.15 $43.15 1,100
26/03/2026 $44.54 $44.54 $43.92 $43.92 1,500
25/03/2026 $44.72 $44.99 $44.72 $44.94 1,300
24/03/2026 $44.61 $44.97 $44.61 $44.65 2,100
23/03/2026 $45.01 $45.09 $44.91 $44.91 1,100
20/03/2026 $44.68 $44.68 $44.35 $44.35 1,600