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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Simplify Propel Opportunities 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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Returns By Period
Simplify Propel Opportunities ETF (SURI) has returned -2.66% so far this year and 19.80% over the past 12 months.
Simplify Propel Opportunities ETF
- 1D
- 2.27%
- 1M
- -6.14%
- YTD
- -2.66%
- 6M
- 8.30%
- 1Y
- 19.80%
- 3Y*
- 7.84%
- 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%
Monthly Returns
Based on dividend-adjusted daily data since Feb 8, 2023, SURI's average daily return is +0.02%, while the average monthly return is +0.50%. At this rate, your investment would double in approximately 11.6 years.
Historically, 50% of months were positive and 50% were negative. The best month was Feb 2024 with a return of +24.1%, while the worst month was Dec 2024 at -17.3%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.
On a daily basis, SURI closed higher 51% of trading days. The best single day was Sep 18, 2024 with a return of +9.2%, while the worst single day was Nov 29, 2024 at -17.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.79% | 4.54% | -6.14% | -2.66% | |||||||||
| 2025 | 16.02% | -6.46% | -3.93% | -4.72% | -0.38% | 10.90% | -2.39% | 7.80% | -0.12% | 10.22% | 5.12% | -3.98% | 28.32% |
| 2024 | 1.67% | 24.09% | 0.43% | -14.92% | 3.11% | 4.34% | 9.73% | 0.59% | 0.97% | -2.46% | -16.94% | -17.25% | -13.34% |
| 2023 | -3.13% | -13.46% | 12.01% | -3.14% | 6.07% | 0.65% | -2.51% | -3.45% | -7.81% | 5.64% | 9.10% | -2.87% |
Benchmark Metrics
Simplify Propel Opportunities ETF has an annualized alpha of -6.70%, beta of 0.80, and R² of 0.17 versus S&P 500 Index. Calculated based on daily prices since February 09, 2023.
- This ETF participated in 184.61% of S&P 500 Index downside but only 100.95% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.17 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
- -6.70%
- Beta
- 0.80
- R²
- 0.17
- Upside Capture
- 100.95%
- Downside Capture
- 184.61%
Expense Ratio
SURI has a high expense ratio of 2.51%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
SURI ranks 38 for risk / return — below 38% 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 Propel Opportunities ETF (SURI) and compare them to a chosen benchmark (S&P 500 Index).
| SURI | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.90 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.39 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.21 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.40 | -0.41 |
Martin ratioReturn relative to average drawdown | 3.33 | 6.61 | -3.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore SURI 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 Propel Opportunities ETF provided a 17.49% dividend yield over the last twelve months, with an annual payout of $2.72 per share.
| Period | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Dividend | $2.72 | $2.72 | $3.29 | $3.04 |
Dividend yield | 17.49% | 16.31% | 21.41% | 14.71% |
Monthly Dividends
The table displays the monthly dividend distributions for Simplify Propel Opportunities 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 | $0.00 | $0.00 | $0.68 | $0.68 | |||||||||
| 2025 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.68 | $2.72 |
| 2024 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.68 | $3.29 |
| 2023 | $1.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.68 | $3.04 |
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 Propel Opportunities 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 Propel Opportunities ETF was 47.76%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current Simplify Propel Opportunities ETF drawdown is 24.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.76% | Nov 8, 2024 | 102 | Apr 8, 2025 | — | — | — |
| -19.44% | Feb 16, 2023 | 176 | Oct 27, 2023 | 72 | Feb 12, 2024 | 248 |
| -16.81% | Mar 4, 2024 | 38 | Apr 25, 2024 | 54 | Jul 15, 2024 | 92 |
| -12.52% | Jul 17, 2024 | 41 | Sep 12, 2024 | 36 | Nov 1, 2024 | 77 |
| -2.96% | Feb 13, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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