Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFIX (Simplify Interest Rate Hedge ETF) | -2.35% | -15.18% | 15.02% | 16.47% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/12/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFIX (Simplify Interest Rate Hedge ETF) | 05/12/2021 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.49 | -15.18 | 15.02 | 16.47 | NA | NA | NA | … | … | -2.35 | 0.68 | 35.94 | 5.67 | 92.01 | -26.04 |
| Sharpe Ratio | NA | -0.49 | 0.29 | 0.35 | NA | NA | NA | … | … | -0.24 | -0.06 | 0.81 | 0.05 | 1.89 | -1.61 |
| Standard Deviation(%) | NA | 30.43 | 37.15 | 38.43 | NA | NA | NA | … | … | 31.68 | 35.71 | 40.01 | 38.11 | 48.23 | 23.31 |
| Draw Down(%) | NA | 25.45 | 36.17 | 36.17 | NA | NA | NA | … | … | 15.17 | 27.59 | 30.88 | 36.17 | 30.12 | 26.04 |
| Yield(%) | 0.00 | 7.89 | 21.18 | 18.01 | 8.43 | 5.62 | 4.21 | … | … | 1.02 | 9.33 | 4.40 | 52.11 | 1.16 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/12/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIX (Simplify Interest Rate Hedge ETF) |
6.40%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFIX (Simplify Interest Rate Hedge ETF) |
40.24%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart