PortfoliosLab logoPortfoliosLab logo
Simplify Stable Income ETF (BUCK)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US82889N6408
Issuer
Simplify
Inception Date
Oct 27, 2022
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Simplify Stable Income ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


Loading graphics...

S&P 500 Index

Returns By Period

Simplify Stable Income ETF (BUCK) has returned 0.97% so far this year and 2.66% over the past 12 months.


Simplify Stable Income ETF

1D
0.02%
1M
0.13%
YTD
0.97%
6M
2.27%
1Y
2.66%
3Y*
5.30%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 28, 2022, BUCK's average daily return is +0.02%, while the average monthly return is +0.41%. At this rate, your investment would double in approximately 14.1 years.

Historically, 88% of months were positive and 12% were negative. The best month was Aug 2025 with a return of +1.9%, while the worst month was Apr 2025 at -3.4%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 1 months.

On a daily basis, BUCK closed higher 54% of trading days. The best single day was Jul 22, 2025 with a return of +0.8%, while the worst single day was Apr 10, 2025 at -2.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.57%0.27%0.13%0.97%
20250.88%0.59%0.94%-3.36%0.01%1.02%0.47%1.91%0.42%0.38%0.70%0.21%4.13%
20240.58%1.89%0.72%-1.03%0.49%0.69%0.45%1.31%0.53%-0.37%1.44%0.37%7.25%
20230.52%0.28%0.25%0.51%0.48%0.40%0.44%0.20%0.70%0.32%-0.08%0.52%4.63%
2022-0.20%0.18%0.41%0.39%

Benchmark Metrics

Simplify Stable Income ETF has an annualized alpha of 4.71%, beta of 0.03, and R² of 0.01 versus S&P 500 Index. Calculated based on daily prices since October 31, 2022.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (16.06%) than losses (1.80%) — typical of diversified or defensive assets.
  • Beta of 0.03 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
4.71%
Beta
0.03
0.01
Upside Capture
16.06%
Downside Capture
1.80%

Expense Ratio

BUCK has an expense ratio of 0.35%, placing it in the medium range.


Return for Risk

Risk / Return Rank

BUCK ranks 25 for risk / return — below 25% 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.


BUCK Risk / Return Rank: 2525
Overall Rank
BUCK Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
BUCK Sortino Ratio Rank: 2424
Sortino Ratio Rank
BUCK Omega Ratio Rank: 2727
Omega Ratio Rank
BUCK Calmar Ratio Rank: 2323
Calmar Ratio Rank
BUCK Martin Ratio Rank: 2121
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Simplify Stable Income ETF (BUCK) and compare them to a chosen benchmark (S&P 500 Index).


BUCKBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.55

0.90

-0.34

Sortino ratio

Return per unit of downside risk

0.72

1.39

-0.67

Omega ratio

Gain probability vs. loss probability

1.12

1.21

-0.09

Calmar ratio

Return relative to maximum drawdown

0.51

1.40

-0.89

Martin ratio

Return relative to average drawdown

1.35

6.61

-5.26

Explore BUCK risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Simplify Stable Income ETF provided a 7.57% dividend yield over the last twelve months, with an annual payout of $1.78 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.50$2.002022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$1.78$1.80$2.17$1.21$0.15

Dividend yield

7.57%7.59%8.84%4.84%0.59%

Monthly Dividends

The table displays the monthly dividend distributions for Simplify Stable Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.15$0.14$0.14$0.43
2025$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.15$1.80
2024$0.20$0.25$0.25$0.14$0.14$0.20$0.20$0.20$0.20$0.14$0.14$0.11$2.17
2023$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.11$1.21
2022$0.04$0.11$0.15

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.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the Simplify Stable Income 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 Stable Income ETF was 5.43%, occurring on Apr 11, 2025. Recovery took 105 trading sessions.

The current Simplify Stable Income ETF drawdown is 0.13%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-5.43%Apr 3, 20257Apr 11, 2025105Sep 12, 2025112
-2.03%Apr 1, 202412Apr 16, 202445Jun 20, 202457
-0.86%Dec 13, 20247Dec 23, 202414Jan 15, 202521
-0.81%Sep 30, 202420Oct 25, 20247Nov 5, 202427
-0.76%Jun 24, 20242Jun 25, 202417Jul 19, 202419

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...