Simplify Barrier Income ETF (SBAR)

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The chart shows the growth of an initial investment of $10,000 in Simplify Barrier Income ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Based on dividend-adjusted daily data since Apr 15, 2025, SBAR's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, your investment would double in approximately 7.1 years.

Historically, 83% of months were positive and 17% 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 52% 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%.

Simplify Barrier Income ETF has an annualized alpha of -0.37%, beta of 0.52, and R² of 0.47 versus S&P 500 Index. Calculated based on daily prices since April 16, 2025.

• This ETF participated in 49.40% of S&P 500 Index downside but only 45.19% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.52 may look defensive, but with R² of 0.47 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 0.47 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

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

The table below present risk-adjusted performance metrics for Simplify Barrier Income ETF (SBAR) and compare them to a chosen benchmark (S&P 500 Index).

Simplify Barrier Income ETF provided a 12.31% dividend yield over the last twelve months, with an annual payout of $3.02 per share.

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.

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.

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. The portfolio has not yet recovered.

The current Simplify Barrier Income ETF drawdown is 4.39%.

The chart below shows the rolling one-month volatility.