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Simplify Commodities Strategy No K-1 ETF (HARD)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US82889N5665
Issuer
Simplify
Inception Date
Mar 27, 2023
Category
Commodities
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Commodity

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Simplify Commodities Strategy No K-1 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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S&P 500 Index

Returns By Period

Simplify Commodities Strategy No K-1 ETF (HARD) has returned 20.41% so far this year and 17.15% over the past 12 months.


Simplify Commodities Strategy No K-1 ETF

1D
-1.39%
1M
8.55%
YTD
20.41%
6M
18.31%
1Y
17.15%
3Y*
15.77%
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 Mar 28, 2023, HARD's average daily return is +0.06%, while the average monthly return is +1.26%. At this rate, your investment would double in approximately 4.6 years.

Historically, 59% of months were positive and 41% were negative. The best month was Aug 2025 with a return of +8.9%, while the worst month was Apr 2025 at -9.9%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, HARD closed higher 53% of trading days. The best single day was Jan 10, 2025 with a return of +4.0%, while the worst single day was Mar 23, 2026 at -7.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.89%5.76%8.55%20.41%
20257.35%0.22%7.17%-9.85%-1.36%2.65%0.52%8.89%-0.90%-1.77%1.17%-1.12%12.19%
2024-0.97%0.54%1.72%3.25%3.16%-2.77%-1.92%1.84%5.67%-0.60%6.02%3.26%20.48%
2023-0.40%1.16%1.79%-3.32%4.19%-0.66%-0.02%-5.27%-3.04%0.75%-5.04%

Benchmark Metrics

Simplify Commodities Strategy No K-1 ETF has an annualized alpha of 14.43%, beta of 0.15, and R² of 0.02 versus S&P 500 Index. Calculated based on daily prices since March 29, 2023.

  • This ETF captured 37.88% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -35.92%) — a profile typical of hedging or uncorrelated assets.
  • Beta of 0.15 may look defensive, but with R² of 0.02 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 0.02 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
14.43%
Beta
0.15
0.02
Upside Capture
37.88%
Downside Capture
-35.92%

Expense Ratio

HARD has an expense ratio of 0.75%, placing it in the medium range.


Return for Risk

Risk / Return Rank

HARD ranks 36 for risk / return — below 36% 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.


HARD Risk / Return Rank: 3636
Overall Rank
HARD Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
HARD Sortino Ratio Rank: 3434
Sortino Ratio Rank
HARD Omega Ratio Rank: 3232
Omega Ratio Rank
HARD Calmar Ratio Rank: 4949
Calmar Ratio Rank
HARD Martin Ratio Rank: 2929
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 Commodities Strategy No K-1 ETF (HARD) and compare them to a chosen benchmark (S&P 500 Index).


HARDBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.72

0.90

-0.17

Sortino ratio

Return per unit of downside risk

1.04

1.39

-0.35

Omega ratio

Gain probability vs. loss probability

1.14

1.21

-0.07

Calmar ratio

Return relative to maximum drawdown

1.34

1.40

-0.06

Martin ratio

Return relative to average drawdown

2.53

6.61

-4.08

Explore HARD 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 Commodities Strategy No K-1 ETF provided a 2.49% dividend yield over the last twelve months, with an annual payout of $0.88 per share.


2.00%2.50%3.00%3.50%$0.00$0.20$0.40$0.60$0.80$1.00202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$0.88$0.70$0.95$0.46

Dividend yield

2.49%2.36%3.51%1.95%

Monthly Dividends

The table displays the monthly dividend distributions for Simplify Commodities Strategy No K-1 ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.30$0.30
2025$0.00$0.00$0.12$0.00$0.00$0.25$0.00$0.00$0.30$0.00$0.00$0.03$0.70
2024$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.30$0.00$0.00$0.35$0.95
2023$0.10$0.00$0.00$0.10$0.00$0.00$0.26$0.46

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 Commodities Strategy No K-1 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 Commodities Strategy No K-1 ETF was 13.51%, occurring on Apr 8, 2025. Recovery took 126 trading sessions.

The current Simplify Commodities Strategy No K-1 ETF drawdown is 1.39%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-13.51%Apr 3, 20254Apr 8, 2025126Oct 8, 2025130
-11.78%Aug 10, 2023143Mar 5, 202452May 17, 2024195
-10.58%May 21, 202445Jul 25, 202486Nov 25, 2024131
-10.56%Oct 17, 202527Nov 24, 202544Jan 29, 202671
-8.09%Feb 20, 20257Feb 28, 202523Apr 2, 202530

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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