- Issuer
- Simplify
- Inception Date
- Feb 14, 2022
- Region
- North America (U.S.)
- Category
- Intermediate Core Bond
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Bond
- Assets Under Management
- $512M
Share Price Chart
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Performance
AGGH Performance Chart
Simplify Aggregate Bond ETF (AGGH) is up 0.5% since the beginning of the year. AGGH is currently trading at $20 per share.
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Returns By Period
Simplify Aggregate Bond ETF (AGGH) has returned 0.48% so far this year and 7.39% over the past 12 months.
Simplify Aggregate Bond ETF
- 1D
- -0.37%
- 1M
- 0.35%
- YTD
- 0.48%
- 6M
- 0.43%
- 1Y
- 7.39%
- 3Y*
- 4.62%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
AGGH Monthly Returns History
Based on dividend-adjusted daily data since Feb 15, 2022, AGGH's average daily return is +0.01%, while the average monthly return is +0.20%. At this rate, an investment would double in approximately 28.9 years.
Historically, 57% of months were positive and 43% were negative. The best month was Dec 2023 with a return of +4.3%, while the worst month was Oct 2024 at -4.5%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.
On a daily basis, AGGH closed higher 49% of trading days. The best single day was Jul 13, 2023 with a return of +3.7%, while the worst single day was Jul 14, 2023 at -3.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.68% | 1.40% | -1.96% | 0.19% | 0.55% | -0.35% | 0.48% | ||||||
| 2025 | 1.26% | 2.46% | 0.67% | -2.07% | -2.28% | 3.97% | -1.06% | 1.87% | 1.46% | 0.84% | 1.14% | -0.14% | 8.23% |
| 2024 | -0.21% | -1.05% | 1.08% | -3.52% | 1.57% | 1.15% | 2.75% | 1.50% | 2.20% | -4.47% | 1.85% | -0.62% | 1.97% |
| 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 | 0.80% | -2.91% | -2.38% | 0.11% | -0.70% | 1.71% | -2.56% | -1.93% | -3.49% | 2.75% | -0.35% | -8.77% |
Benchmark Metrics
Simplify Aggregate Bond ETF has an annualized alpha of 1.90%, beta of 0.05, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since February 15, 2022.
- This ETF participated in 34.91% of S&P 500 Index downside but only 20.74% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.05 may look defensive, but with R2 of 0.01 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.01 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 1.90%
- Beta
- 0.05
- R²
- 0.01
- Upside Capture
- 20.74%
- Downside Capture
- 34.91%
Expense Ratio
AGGH has an expense ratio of 0.33%, placing it in the medium range.
Return for Risk
Risk / Return Rank
AGGH ranks 37 for risk / return — below 37% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Simplify Aggregate Bond ETF (AGGH) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AGGH | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.94 | ||
| Sortino ratioReturn per unit of downside risk | -1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.37 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.39 | 2.78 | -0.39 |
| Martin ratioReturn relative to average drawdown | 6.73 | 12.44 | -5.70 |
Dividends
Dividend History
Simplify Aggregate Bond ETF provided a 7.53% dividend yield over the last twelve months, with an annual payout of $1.52 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Dividend | $1.52 | $1.56 | $1.85 | $2.10 | $0.47 |
Dividend yield | 7.53% | 7.54% | 8.97% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.13 | $0.12 | $0.12 | $0.12 | $0.12 | $0.00 | $0.61 | ||||||
| 2025 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $1.56 |
| 2024 | $0.20 | $0.20 | $0.20 | $0.14 | $0.14 | $0.20 | $0.14 | $0.14 | $0.13 | $0.13 | $0.12 | $0.11 | $1.85 |
| 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.
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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 1.58%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -13.26%Oct 2022 | 7mo 22d | 1y 9mo | 2y 5moMar 2022 - Aug 2024 |
2025 pullback2025 | -6.68%Jan 2025 | 4mo 11d | 2mo 17d | 6mo 28dSep 2024 - Apr 2025 |
2025 selloff2025 | -6.50%May 2025 | 1mo 18d | 3mo 2d | 4mo 20dApr 2025 - Aug 2025 |
2024 pullback2024 | -3.07%Aug 2024 | 4d | 5d | 9dAug 2024 - Sep 2024 |
2026 pullback2026 | -2.83%Mar 2026 | 24d | — | 3mo 23dMar 2026 - now |
Drawdown Indicators
| AGGH | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.26% | -56.78% | +43.52% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -9.10% | +6.00% |
Max Drawdown (3Y)Largest decline over 3 years | -8.67% | -18.90% | +10.23% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.58% | -1.80% | +0.22% |
Average DrawdownAverage peak-to-trough decline | -4.41% | -10.71% | +6.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | 2.03% | -0.93% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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