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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Simplify Currency Strategy ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Simplify Currency Strategy ETF (FOXY) has returned 9.85% so far this year and 15.75% over the past 12 months.
Simplify Currency Strategy ETF
- 1D
- -0.78%
- 1M
- -0.15%
- YTD
- 9.85%
- 6M
- 9.95%
- 1Y
- 15.75%
- 3Y*
- —
- 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%
Monthly Returns
Based on dividend-adjusted daily data since Feb 4, 2025, FOXY's average daily return is +0.09%, while the average monthly return is +1.72%. At this rate, your investment would double in approximately 3.4 years.
Historically, 71% of months were positive and 29% were negative. The best month was Mar 2025 with a return of +7.2%, while the worst month was Apr 2025 at -5.5%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 1 months.
On a daily basis, FOXY closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +4.4%, while the worst single day was Apr 4, 2025 at -6.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.70% | 6.09% | -0.15% | 9.85% | |||||||||
| 2025 | 1.59% | 7.20% | -5.50% | 0.74% | 2.63% | -0.63% | 3.81% | 4.46% | 0.36% | 3.11% | -3.27% | 14.75% |
Benchmark Metrics
Simplify Currency Strategy ETF has an annualized alpha of 20.45%, beta of 0.33, and R² of 0.15 versus S&P 500 Index. Calculated based on daily prices since February 05, 2025.
- This ETF captured 78.38% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -45.10%) — a profile typical of hedging or uncorrelated assets.
- Beta of 0.33 may look defensive, but with R² of 0.15 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 0.15 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
- 20.45%
- Beta
- 0.33
- R²
- 0.15
- Upside Capture
- 78.38%
- Downside Capture
- -45.10%
Expense Ratio
FOXY has an expense ratio of 0.81%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FOXY ranks 51 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Simplify Currency Strategy ETF (FOXY) and compare them to a chosen benchmark (S&P 500 Index).
| FOXY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.90 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.39 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.40 | -0.09 |
Martin ratioReturn relative to average drawdown | 4.75 | 6.61 | -1.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore FOXY 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 Currency Strategy ETF provided a 6.63% dividend yield over the last twelve months, with an annual payout of $1.94 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $1.94 | $1.50 |
Dividend yield | 6.63% | 5.51% |
Monthly Dividends
The table displays the monthly dividend distributions for Simplify Currency Strategy 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 | $0.20 | $0.22 | $0.22 | $0.64 | |||||||||
| 2025 | $0.20 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.55 | $0.00 | $0.20 | $0.20 | $1.50 |
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 Currency Strategy 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 Currency Strategy ETF was 13.09%, occurring on Apr 11, 2025. Recovery took 91 trading sessions.
The current Simplify Currency Strategy ETF drawdown is 2.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.09% | Apr 2, 2025 | 8 | Apr 11, 2025 | 91 | Aug 22, 2025 | 99 |
| -4.32% | Dec 5, 2025 | 19 | Jan 2, 2026 | 17 | Jan 28, 2026 | 36 |
| -2.82% | Mar 23, 2026 | 7 | Mar 31, 2026 | — | — | — |
| -2.8% | Oct 24, 2025 | 8 | Nov 4, 2025 | 9 | Nov 17, 2025 | 17 |
| -2.43% | Oct 7, 2025 | 4 | Oct 10, 2025 | 7 | Oct 21, 2025 | 11 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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