Simplify Bond Bull ETF (RFIX)
The ETF seeks to hedge against falling long-term interest rates and benefit from increased fixed income volatility, primarily through long-term OTC interest rate options that provide exposure to downward moves in interest rates.
ETF Info
82889N376
Dec 9, 2024
No Index (Active)
Distributing
Expense Ratio
RFIX has an expense ratio of 0.50%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
RFIX
-6.44%
-3.63%
N/A
N/A
N/A
N/A
N/A
^GSPC (Benchmark)
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
Monthly Returns
The table below presents the monthly returns of RFIX, 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 | -3.77% | 8.79% | -2.89% | -3.25% | -4.88% | -6.44% | |||||||
| 2024 | -12.32% | -12.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Simplify Bond Bull ETF (RFIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Simplify Bond Bull ETF provided a 0.81% dividend yield over the last twelve months, with an annual payout of $0.40 per share.
| Period | TTM |
|---|---|
| Dividend | $0.40 |
Dividend yield | 0.81% |
Monthly Dividends
The table displays the monthly dividend distributions for Simplify Bond Bull 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 | $0.10 | $0.15 | $0.15 | $0.00 | $0.40 |
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 Bond Bull 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 Bond Bull ETF was 21.13%, occurring on May 14, 2025. The portfolio has not yet recovered.
The current Simplify Bond Bull ETF drawdown is 17.97%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.13% | Dec 11, 2024 | 105 | May 14, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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