- CUSIP
- 82889N426
- Issuer
- Simplify
- Inception Date
- Dec 2, 2024
- Category
- Gold, Leveraged Commodities, Precious Metals
- Leveraged
- 1.5x
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Commodity
- Assets Under Management
- $40M
Share Price Chart
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Performance
YGLD Performance Chart
Simplify Gold Strategy PLUS Income ETF (YGLD) is down 14.8% since the beginning of the year. YGLD is currently trading at $34 per share.
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Returns By Period
Simplify Gold Strategy PLUS Income ETF (YGLD) has returned -14.78% so far this year and 14.92% over the past 12 months.
Simplify Gold Strategy PLUS Income ETF
- 1D
- -0.63%
- 1M
- -10.34%
- YTD
- -14.78%
- 6M
- -20.66%
- 1Y
- 14.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
YGLD Monthly Returns History
Based on dividend-adjusted daily data since Dec 3, 2024, YGLD's average daily return is +0.15%, while the average monthly return is +3.02%. At this rate, an investment would double in approximately 1.9 years.
Historically, 58% of months were positive and 42% 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 4 months.
On a daily basis, YGLD closed higher 55% 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% | -1.15% | -1.88% | -10.98% | -14.78% | ||||||
| 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 | -4.26% | -4.26% |
Benchmark Metrics
Simplify Gold Strategy PLUS Income ETF has an annualized alpha of 31.81%, beta of 0.72, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since December 03, 2024.
- This ETF captured 154.03% of S&P 500 Index gains but only 47.85% of its losses - a favorable profile for investors.
- R2 of 0.10 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
- 31.81%
- Beta
- 0.72
- R²
- 0.10
- Upside Capture
- 154.03%
- Downside Capture
- 47.85%
Expense Ratio
YGLD has an expense ratio of 0.50%, placing it in the medium range.
Return for Risk
Risk / Return Rank
YGLD ranks 14 for risk / return — in the bottom 14% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Simplify Gold Strategy PLUS Income ETF (YGLD) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| YGLD | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.67 | ||
| Sortino ratioReturn per unit of downside risk | -2.03 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.37 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.37 | 2.78 | -2.42 |
| Martin ratioReturn relative to average drawdown | 0.89 | 12.44 | -11.55 |
Dividends
Dividend History
Simplify Gold Strategy PLUS Income ETF provided a 20.93% dividend yield over the last twelve months, with an annual payout of $7.07 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $7.07 | $5.02 |
Dividend yield | 20.93% | 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 | $0.40 | $0.40 | $0.00 | $2.20 | ||||||
| 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 40.91%, occurring on Jun 10, 2026. The portfolio has not yet recovered.
The current Simplify Gold Strategy PLUS Income ETF drawdown is 38.50%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -40.91%Jun 2026 | 4mo 12d | — | 4mo 25dJan 2026 - now |
2025 correction2025 | -15.20%Nov 2025 | 14d | 1mo 19d | 2mo 3dOct 2025 - Dec 2025 |
2024 correction2024 | -10.55%Dec 2024 | 7d | 1mo 6d | 1mo 13dDec 2024 - Jan 2025 |
2025 pullback2025 | -8.59%Dec 2025 | 2d | 12d | 14dDec 2025 - Jan 2026 |
2025 selloff2025 | -7.87%Mar 2025 | 24d | 8d | 1mo 2dFeb 2025 - Mar 2025 |
Drawdown Indicators
| YGLD | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.91% | -56.78% | +15.87% |
Max Drawdown (1Y)Largest decline over 1 year | -40.91% | -9.10% | -31.81% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -38.50% | -1.80% | -36.70% |
Average DrawdownAverage peak-to-trough decline | -8.79% | -10.71% | +1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.89% | 2.03% | +14.86% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Build a portfolio with YGLD
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