- ISIN
- US82889N3355
- CUSIP
- 82889N335
- Issuer
- Simplify
- Inception Date
- Apr 14, 2025
- Category
- Derivative Income
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Assets Under Management
- $390M
Share Price Chart
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Performance
SBAR Performance Chart
Simplify Barrier Income ETF (SBAR) is up 2.5% since the beginning of the year. SBAR is currently trading at $25 per share.
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Returns By Period
Simplify Barrier Income ETF (SBAR) has returned 2.48% so far this year and 9.42% over the past 12 months.
Simplify Barrier Income ETF
- 1D
- -0.75%
- 1M
- -0.02%
- YTD
- 2.48%
- 6M
- 2.05%
- 1Y
- 9.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.05%
- 1M
- -2.98%
- YTD
- 7.43%
- 6M
- 6.12%
- 1Y
- 19.13%
- 3Y*
- 18.87%
- 5Y*
- 11.43%
- 10Y*
- 13.70%
SBAR Monthly Returns History
Based on dividend-adjusted daily data since Apr 15, 2025, SBAR's average daily return is +0.05%, while the average monthly return is +1.05%. At this rate, an investment would double in approximately 5.5 years.
Historically, 80% of months were positive and 20% were negative. The best month was Jun 2025 with a return of +4.7%, while the worst month was Mar 2026 at -3.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 2 months.
On a daily basis, SBAR closed higher 54% of trading days. The best single day was Jun 26, 2025 with a return of +2.2%, while the worst single day was Jul 7, 2025 at -2.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.84% | -0.72% | -3.40% | 4.56% | 1.36% | -0.02% | 2.48% | ||||||
| 2025 | 1.98% | 0.19% | 4.71% | 1.22% | 0.80% | 1.34% | 0.91% | 0.60% | 1.34% | 13.80% |
Benchmark Metrics
Simplify Barrier Income ETF has an annualized alpha of 0.02%, beta of 0.50, and R2 of 0.46 versus S&P 500 Index. Calculated based on daily prices since April 15, 2025.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (40.34%) than losses (34.32%) - typical of diversified or defensive assets.
- Beta of 0.50 may look defensive, but with R2 of 0.46 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 0.46 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 0.02%
- Beta
- 0.50
- R²
- 0.46
- Upside Capture
- 40.34%
- Downside Capture
- 34.32%
Expense Ratio
SBAR has an expense ratio of 0.75%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SBAR ranks 30 for risk / return — below 30% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Simplify Barrier Income ETF (SBAR) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SBAR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.29 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.48 | 2.18 | -0.70 |
| Martin ratioReturn relative to average drawdown | 5.50 | 9.54 | -4.05 |
Dividends
Dividend History
Simplify Barrier Income ETF provided a 12.71% dividend yield over the last twelve months, with an annual payout of $3.21 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $3.21 | $2.24 |
Dividend yield | 12.71% | 8.56% |
Monthly Dividends
The table displays the monthly dividend distributions for Simplify Barrier 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.28 | $0.25 | $0.25 | $0.25 | $0.25 | $0.25 | $1.53 | ||||||
| 2025 | $0.28 | $0.28 | $0.28 | $0.28 | $0.28 | $0.28 | $0.28 | $0.28 | $2.24 |
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 Barrier 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 Barrier Income ETF was 5.32%, occurring on Mar 30, 2026. Recovery took 13 trading sessions.
The current Simplify Barrier Income ETF drawdown is 1.36%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 pullback2026 | -5.32%Mar 2026 | 2mo 1d | 18d | 2mo 19dJan 2026 - Apr 2026 |
2025 selloff2025 | -3.23%May 2025 | 7d | 19d | 26dMay 2025 - Jun 2025 |
2025 pullback2025 | -2.81%Nov 2025 | 23d | 8d | 1mo 1dOct 2025 - Nov 2025 |
2025 pullback2025 | -2.43%Jul 2025 | 4d | 1mo 12d | 1mo 16dJul 2025 - Aug 2025 |
2026 pullback2026 | -2.05%Jun 2026 | 7d | 12d | 19dJun 2026 - Jun 2026 |
Drawdown Indicators
| SBAR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.32% | -56.78% | +51.46% |
Max Drawdown (1Y)Largest decline over 1 year | -5.32% | -9.10% | +3.78% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.36% | -3.36% | +2.00% |
Average DrawdownAverage peak-to-trough decline | -0.92% | -10.71% | +9.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.44% | 2.07% | -0.63% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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