Simplify Stable Income ETF (BUCK)
BUCK is an actively managed ETF by Simplify. BUCK launched on Oct 27, 2022 and has a 0.35% expense ratio.
ETF Info
| ISIN | US82889N6408 |
|---|---|
| Issuer | Simplify |
| Inception Date | Oct 27, 2022 |
| Category | Government Bonds |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Bond |
Expense Ratio
BUCK features an expense ratio of 0.35%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: BUCK vs. HIGH, BUCK vs. CSHI, BUCK vs. MTBA, BUCK vs. CDX, BUCK vs. JBND, BUCK vs. TUA, BUCK vs. SCHG, BUCK vs. BIL, BUCK vs. MSTY, BUCK vs. AGGH
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.
Returns By Period
Simplify Stable Income ETF had a return of 6.45% year-to-date (YTD) and 6.75% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.45% | 25.45% |
| 1 month | 1.01% | 2.91% |
| 6 months | 3.70% | 14.05% |
| 1 year | 6.75% | 35.64% |
| 5 years (annualized) | N/A | 14.13% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of BUCK, 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 | 0.58% | 1.89% | 0.72% | -1.03% | 0.49% | 0.69% | 0.45% | 1.31% | 0.52% | -0.37% | 6.45% | ||
| 2023 | 0.52% | 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% | 0.39% | 0.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BUCK is 61, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Simplify Stable Income ETF (BUCK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Simplify Stable Income ETF provided a 8.66% dividend yield over the last twelve months, with an annual payout of $2.13 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | $2.13 | $1.21 | $0.15 |
Dividend yield | 8.66% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.20 | $0.25 | $0.25 | $0.14 | $0.14 | $0.20 | $0.20 | $0.20 | $0.20 | $0.14 | $0.00 | $1.92 | |
| 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.
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 2.03%, occurring on Apr 16, 2024. Recovery took 45 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -2.03% | Apr 1, 2024 | 12 | Apr 16, 2024 | 45 | Jun 20, 2024 | 57 |
| -0.81% | Oct 21, 2024 | 5 | Oct 25, 2024 | 7 | Nov 5, 2024 | 12 |
| -0.76% | Jun 24, 2024 | 2 | Jun 25, 2024 | 17 | Jul 19, 2024 | 19 |
| -0.65% | Oct 3, 2024 | 6 | Oct 10, 2024 | 6 | Oct 18, 2024 | 12 |
| -0.64% | Nov 7, 2023 | 18 | Dec 1, 2023 | 18 | Dec 28, 2023 | 36 |
Volatility
Volatility Chart
The current Simplify Stable Income ETF volatility is 1.19%, 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.