Simplify Aggregate Bond ETF (AGGH)
AGGH is an actively managed ETF by Simplify. AGGH launched on Feb 14, 2022 and has a 0.33% expense ratio.
ETF Info
Feb 14, 2022
North America (U.S.)
1x
No Index (Active)
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Simplify Aggregate Bond ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Simplify Aggregate Bond ETF had a return of 1.48% year-to-date (YTD) and 6.57% in the last 12 months.
AGGH
1.48%
0.05%
3.35%
6.57%
N/A
N/A
^GSPC (Benchmark)
25.15%
2.74%
12.53%
30.93%
13.79%
11.18%
Monthly Returns
The table below presents the monthly returns of AGGH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.21% | -1.05% | 1.08% | -3.52% | 1.57% | 1.15% | 2.75% | 1.50% | 2.20% | -4.47% | 1.48% | ||
| 2023 | 1.76% | -2.35% | 3.95% | 1.54% | 0.01% | -0.23% | -0.20% | 0.19% | -2.63% | -1.37% | 3.53% | 4.26% | 8.47% |
| 2022 | 1.14% | -2.91% | -2.37% | 0.11% | -0.70% | 1.71% | -2.56% | -1.93% | -3.49% | 2.75% | -0.35% | -8.46% |
Expense Ratio
AGGH features an expense ratio of 0.33%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AGGH is 22, indicating that it is in the bottom 22% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Simplify Aggregate Bond ETF (AGGH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Simplify Aggregate Bond ETF provided a 9.73% dividend yield over the last twelve months, with an annual payout of $2.02 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | $2.02 | $2.10 | $0.47 |
Dividend yield | 9.73% | 9.51% | 2.11% |
Monthly Dividends
The table displays the monthly dividend distributions for Simplify Aggregate Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.20 | $0.20 | $0.20 | $0.14 | $0.14 | $0.20 | $0.14 | $0.14 | $0.13 | $0.13 | $0.00 | $1.62 | |
| 2023 | $0.10 | $0.10 | $0.10 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $0.20 | $2.10 |
| 2022 | $0.04 | $0.03 | $0.04 | $0.04 | $0.04 | $0.05 | $0.05 | $0.05 | $0.05 | $0.10 | $0.47 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Simplify Aggregate Bond ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Simplify Aggregate Bond ETF was 13.26%, occurring on Oct 20, 2022. Recovery took 447 trading sessions.
The current Simplify Aggregate Bond ETF drawdown is 4.73%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.26% | Mar 2, 2022 | 162 | Oct 20, 2022 | 447 | Aug 2, 2024 | 609 |
| -5.47% | Sep 5, 2024 | 42 | Nov 1, 2024 | — | — | — |
| -3.07% | Aug 26, 2024 | 5 | Aug 30, 2024 | 2 | Sep 4, 2024 | 7 |
| -1.38% | Aug 15, 2024 | 1 | Aug 15, 2024 | 3 | Aug 20, 2024 | 4 |
| -1.25% | Aug 5, 2024 | 4 | Aug 8, 2024 | 4 | Aug 14, 2024 | 8 |
Volatility
Volatility Chart
The current Simplify Aggregate Bond ETF volatility is 1.87%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.