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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Simplify Gold Strategy PLUS 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.
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Returns By Period
Simplify Gold Strategy PLUS Income ETF (YGLD) has returned -1.29% so far this year and 59.63% over the past 12 months.
Simplify Gold Strategy PLUS Income ETF
- 1D
- 4.23%
- 1M
- -23.15%
- YTD
- -1.29%
- 6M
- 10.04%
- 1Y
- 59.63%
- 3Y*
- —
- 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 Dec 3, 2024, YGLD's average daily return is +0.22%, while the average monthly return is +4.47%. At this rate, your investment would double in approximately 1.3 years.
Historically, 69% of months were positive and 31% were negative. The best month was Apr 2025 with a return of +17.2%, while the worst month was Mar 2026 at -23.2%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 1 months.
On a daily basis, YGLD closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +13.6%, while the worst single day was Jan 30, 2026 at -15.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 16.57% | 10.19% | -23.15% | -1.29% | |||||||||
| 2025 | 10.53% | -0.81% | 11.01% | 17.19% | 1.02% | 1.57% | -3.43% | 7.66% | 16.04% | 5.20% | 7.11% | -1.07% | 96.82% |
| 2024 | -4.17% | -4.17% |
Benchmark Metrics
Simplify Gold Strategy PLUS Income ETF has an annualized alpha of 66.65%, beta of 0.61, and R² of 0.07 versus S&P 500 Index. Calculated based on daily prices since December 04, 2024.
- This ETF captured 303.72% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -24.54%) — a profile typical of hedging or uncorrelated assets.
- Beta of 0.61 may look defensive, but with R² of 0.07 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 0.07 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
- 66.65%
- Beta
- 0.61
- R²
- 0.07
- Upside Capture
- 303.72%
- Downside Capture
- -24.54%
Expense Ratio
YGLD has an expense ratio of 0.50%, placing it in the medium range.
Return for Risk
Risk / Return Rank
YGLD ranks 70 for risk / return — better than 70% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Simplify Gold Strategy PLUS Income ETF (YGLD) and compare them to a chosen benchmark (S&P 500 Index).
| YGLD | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 0.90 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.39 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.40 | +0.42 |
Martin ratioReturn relative to average drawdown | 7.04 | 6.61 | +0.43 |
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 YGLD 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 Gold Strategy PLUS Income ETF provided a 15.70% dividend yield over the last twelve months, with an annual payout of $6.27 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $6.27 | $5.02 |
Dividend yield | 15.70% | 12.05% |
Monthly Dividends
The table displays the monthly dividend distributions for Simplify Gold Strategy PLUS 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 | $0.50 | $0.50 | $0.40 | $1.40 | |||||||||
| 2025 | $0.15 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $1.00 | $0.00 | $2.00 | $1.37 | $5.02 |
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 Gold Strategy PLUS 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 Gold Strategy PLUS Income ETF was 34.23%, occurring on Mar 26, 2026. The portfolio has not yet recovered.
The current Simplify Gold Strategy PLUS Income ETF drawdown is 28.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.23% | Jan 29, 2026 | 40 | Mar 26, 2026 | — | — | — |
| -15.2% | Oct 21, 2025 | 11 | Nov 4, 2025 | 34 | Dec 23, 2025 | 45 |
| -10.55% | Dec 12, 2024 | 6 | Dec 19, 2024 | 22 | Jan 24, 2025 | 28 |
| -8.59% | Dec 29, 2025 | 3 | Dec 31, 2025 | 7 | Jan 12, 2026 | 10 |
| -7.87% | Feb 14, 2025 | 16 | Mar 10, 2025 | 6 | Mar 18, 2025 | 22 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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