Simplify Opportunistic Income ETF (CRDT)
CRDT is an actively managed ETF by Simplify. CRDT launched on Jun 26, 2023 and has a 0.50% expense ratio.
ETF Info
US97717X6931
Jun 26, 2023
Global (Broad)
1x
No Index (Active)
Expense Ratio
CRDT has an expense ratio of 0.50%, placing it in the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Simplify Opportunistic Income ETF (CRDT) returned 0.83% year-to-date (YTD) and 5.72% over the past 12 months.
CRDT
0.83%
-1.00%
2.33%
5.72%
N/A
N/A
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.12%
10.89%
Monthly Returns
The table below presents the monthly returns of CRDT, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.78% | 2.83% | -1.21% | 0.35% | -2.82% | 0.83% | |||||||
| 2024 | 0.00% | 1.02% | -1.29% | -1.04% | 0.58% | 0.66% | 2.65% | 1.03% | 0.63% | -1.07% | 1.12% | 0.85% | 5.19% |
| 2023 | -0.06% | 0.68% | 1.19% | 0.42% | -1.69% | 2.34% | 2.23% | 5.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 78, CRDT is among the top 22% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Simplify Opportunistic Income ETF (CRDT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Simplify Opportunistic Income ETF provided a 7.23% dividend yield over the last twelve months, with an annual payout of $1.79 per share.
| Period | TTM | 2024 | 2023 |
|---|---|---|---|
| Dividend | $1.79 | $1.83 | $0.66 |
Dividend yield | 7.23% | 7.29% | 2.59% |
Monthly Dividends
The table displays the monthly dividend distributions for Simplify Opportunistic 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.14 | $0.14 | $0.14 | $0.14 | $0.00 | $0.56 | |||||||
| 2024 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.16 | $0.16 | $0.16 | $0.16 | $0.15 | $0.14 | $1.83 |
| 2023 | $0.10 | $0.10 | $0.15 | $0.15 | $0.16 | $0.66 |
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 data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Simplify Opportunistic 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 Opportunistic Income ETF was 4.34%, occurring on May 14, 2025. The portfolio has not yet recovered.
The current Simplify Opportunistic Income ETF drawdown is 3.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -4.34% | Mar 3, 2025 | 52 | May 14, 2025 | — | — | — |
| -2.85% | Mar 4, 2024 | 61 | May 29, 2024 | 41 | Jul 29, 2024 | 102 |
| -2.05% | Sep 15, 2023 | 31 | Oct 27, 2023 | 12 | Nov 14, 2023 | 43 |
| -1.81% | Oct 16, 2024 | 12 | Oct 31, 2024 | 41 | Dec 31, 2024 | 53 |
| -1.69% | Sep 25, 2024 | 11 | Oct 9, 2024 | 4 | Oct 15, 2024 | 15 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...