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Simplify US Equity PLUS GBTC ETF (SPBC)

ETF · Currency in USD
Issuer
Simplify Asset Management Inc.
Inception Date
May 24, 2021
Region
North America (U.S.)
Category
Diversified Portfolio
Expense Ratio
0.50%
Index Tracked
No Index (Active)
Asset Class
Multi-Asset

SPBCPrice Chart


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SPBCPerformance

The chart shows the growth of $10,000 invested in Simplify US Equity PLUS GBTC ETF on Nov 2, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $30,084 for a total return of roughly 200.84%. All prices are adjusted for splits and dividends.


SPBC (Simplify US Equity PLUS GBTC ETF)
Benchmark (S&P 500)

SPBCReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-0.95%2.99%
6M12.53%10.54%
YTD-2.82%12.75%
1Y-2.82%12.75%
5YN/AN/A
10Y50.94%15.16%

SPBCMonthly Returns Heatmap


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SPBCSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Simplify US Equity PLUS GBTC ETF Sharpe ratio is 0.91. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


SPBC (Simplify US Equity PLUS GBTC ETF)
Benchmark (S&P 500)

SPBCDividends

Simplify US Equity PLUS GBTC ETF granted a 1.68% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $0.47 per share.


PeriodTTM20142013201220112010
Dividend$0.47$0.00$0.00$0.00$0.00$0.00

Dividend yield

1.68%0.00%0.00%0.00%0.00%0.00%

SPBCDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


SPBC (Simplify US Equity PLUS GBTC ETF)
Benchmark (S&P 500)

SPBCWorst Drawdowns

The table below shows the maximum drawdowns of the Simplify US Equity PLUS GBTC ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Simplify US Equity PLUS GBTC ETF is 19.02%, recorded on Nov 2, 2011. It took 58 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-19.02%May 5, 201178Nov 2, 201158Mar 27, 2012136
-16.69%Sep 18, 201432Jun 18, 202199Nov 8, 2021131
-16.65%Aug 22, 201216Sep 19, 201221Dec 3, 201237
-8.25%Sep 10, 201348Nov 29, 201372May 6, 2014120
-7.48%Apr 11, 20113Apr 13, 20117Apr 27, 201110
-7.47%May 23, 201332Jul 24, 20137Aug 7, 201339
-6.74%Aug 13, 20133Aug 21, 20139Sep 9, 201312
-6.41%Jan 19, 201117Feb 11, 20113Feb 16, 201120
-6.4%Nov 5, 201016Nov 29, 201012Dec 16, 201028
-6.08%Jan 15, 20136Jan 25, 20131Jan 28, 20137

SPBCVolatility Chart

Current Simplify US Equity PLUS GBTC ETF volatility is 27.48%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


SPBC (Simplify US Equity PLUS GBTC ETF)
Benchmark (S&P 500)

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