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Simplify Volatility Premium ETF (SVOL)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

Issuer
Simplify
Inception Date
May 12, 2021
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Volatility

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Simplify Volatility Premium 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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S&P 500 Index

Returns By Period

Simplify Volatility Premium ETF (SVOL) has returned -7.92% so far this year and 3.66% over the past 12 months.


Simplify Volatility Premium ETF

1D
1.52%
1M
-6.10%
YTD
-7.92%
6M
-5.42%
1Y
3.66%
3Y*
6.05%
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since May 13, 2021, SVOL's average daily return is +0.03%, while the average monthly return is +0.58%. At this rate, your investment would double in approximately 10.0 years.

Historically, 61% of months were positive and 39% were negative. The best month was May 2025 with a return of +7.9%, while the worst month was Mar 2025 at -10.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, SVOL closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +19.1%, while the worst single day was Apr 4, 2025 at -9.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.83%-2.74%-6.10%-7.92%
20253.42%-1.66%-10.55%-7.34%7.85%6.51%-6.86%4.74%5.55%0.14%0.10%2.46%2.41%
20240.92%1.59%0.93%-0.93%3.16%0.93%0.73%1.75%-0.77%-3.61%5.08%-2.91%6.77%
20235.03%-1.08%-0.16%1.28%3.25%5.35%0.87%1.55%-0.38%-1.09%4.74%1.72%22.88%
2022-3.68%-4.70%3.02%-6.75%4.31%-2.54%5.41%-1.34%-5.44%3.09%4.72%1.60%-3.30%
20214.57%2.84%-1.28%3.48%-3.13%5.71%-4.38%4.33%12.25%

Benchmark Metrics

Simplify Volatility Premium ETF has an annualized alpha of -1.86%, beta of 0.95, and R² of 0.52 versus S&P 500 Index. Calculated based on daily prices since May 14, 2021.

  • This ETF participated in 81.42% of S&P 500 Index downside but only 68.35% of its upside — more exposed to losses than it benefited from rallies.
  • With beta of 0.95 and R² of 0.52, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha
-1.86%
Beta
0.95
0.52
Upside Capture
68.35%
Downside Capture
81.42%

Expense Ratio

SVOL has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Risk / Return Rank

SVOL ranks 16 for risk / return — in the bottom 16% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


SVOL Risk / Return Rank: 1616
Overall Rank
SVOL Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
SVOL Sortino Ratio Rank: 1717
Sortino Ratio Rank
SVOL Omega Ratio Rank: 1818
Omega Ratio Rank
SVOL Calmar Ratio Rank: 1515
Calmar Ratio Rank
SVOL Martin Ratio Rank: 1616
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

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


SVOLBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.09

0.90

-0.80

Sortino ratio

Return per unit of downside risk

0.45

1.39

-0.94

Omega ratio

Gain probability vs. loss probability

1.06

1.21

-0.15

Calmar ratio

Return relative to maximum drawdown

0.17

1.40

-1.23

Martin ratio

Return relative to average drawdown

0.57

6.61

-6.03

Explore SVOL 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 Volatility Premium ETF provided a 23.14% dividend yield over the last twelve months, with an annual payout of $3.55 per share.


5.00%10.00%15.00%20.00%$0.00$1.00$2.00$3.00$4.0020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
Dividend$3.55$3.48$3.49$3.73$4.01$1.25

Dividend yield

23.14%19.82%16.79%16.36%18.32%4.65%

Monthly Dividends

The table displays the monthly dividend distributions for Simplify Volatility Premium ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.30$0.30$0.28$0.88
2025$0.27$0.27$0.27$0.27$0.30$0.30$0.30$0.30$0.30$0.30$0.30$0.30$3.48
2024$0.30$0.30$0.30$0.30$0.30$0.30$0.30$0.30$0.28$0.28$0.27$0.26$3.49
2023$0.32$0.32$0.32$0.32$0.32$0.32$0.30$0.30$0.30$0.30$0.30$0.31$3.73
2022$0.39$0.34$0.37$0.33$0.32$0.32$0.32$0.32$0.32$0.32$0.32$0.35$4.01
2021$0.26$0.35$0.29$0.36$1.25

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 Volatility Premium 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 Volatility Premium ETF was 33.50%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Simplify Volatility Premium ETF drawdown is 10.30%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.5%Feb 20, 202534Apr 8, 2025
-15.62%Jan 13, 202280May 9, 2022250May 8, 2023330
-10.9%Jul 15, 202416Aug 5, 20248Aug 15, 202424
-8.52%Nov 5, 202120Dec 3, 202121Jan 4, 202241
-6.89%Dec 5, 202411Dec 19, 202421Jan 23, 202532

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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