Performance analysis of AGGH (SIMPLIFY AGGREGATE BOND ETF)
Annual Return
Over the past 3 years, AGGH has had an average annual return of +4.82%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Feb 15, 2022, AGGH has had an average annual return of +2.34%, underperforming the benchmark SPY, which returned +14.74% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.80% | +8.21% | +1.97% | +8.48% | -8.46% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.68% | +1.41% | -1.97% | +0.20% | +0.55% | -0.03% | +0.80% | ||||||
| 2025 | +1.26% | +2.46% | +0.67% | -2.08% | -2.28% | +3.96% | -1.06% | +1.87% | +1.46% | +0.84% | +1.14% | -0.15% | +8.21% |
| 2024 | -0.21% | -1.05% | +1.08% | -3.52% | +1.58% | +1.15% | +2.75% | +1.51% | +2.21% | -4.48% | +1.85% | -0.62% | +1.97% |
| 2023 | +1.76% | -2.35% | +3.96% | +1.53% | +0.01% | -0.23% | -0.20% | +0.19% | -2.62% | -1.37% | +3.52% | +4.26% | +8.48% |
| 2022 | +1.14% | -2.92% | -2.37% | +0.10% | -0.70% | +1.71% | -2.56% | -1.93% | -3.49% | +2.75% | -0.34% | -8.46% |
Drawdown analysis of AGGH (SIMPLIFY AGGREGATE BOND ETF)
The maximum drawdown for the AGGH was -13.26%, occurring on Oct 20, 2022. Recovery took 447 trading sessions.
The current AGGH drawdown is -1.26%.
Since Feb 15, 2022 AGGH has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.26% | Mar 1, 2022 | 162 | Oct 20, 2022 | 447 | Aug 2, 2024 | 609 |
| -6.68% | Sep 4, 2024 | 90 | Jan 14, 2025 | 53 | Apr 1, 2025 | 143 |
| -6.50% | Apr 3, 2025 | 34 | May 22, 2025 | 63 | Aug 22, 2025 | 97 |
| -3.07% | Aug 23, 2024 | 5 | Aug 30, 2024 | 2 | Sep 4, 2024 | 7 |
| -2.83% | Feb 27, 2026 | 19 | Mar 26, 2026 | Ongoing | Ongoing | Ongoing |
| -1.39% | Sep 10, 2025 | 12 | Sep 26, 2025 | 4 | Oct 2, 2025 | 16 |
| -1.38% | Aug 14, 2024 | 1 | Aug 15, 2024 | 3 | Aug 20, 2024 | 4 |
| -1.29% | Oct 28, 2025 | 6 | Nov 5, 2025 | 13 | Nov 24, 2025 | 19 |
| -1.25% | Aug 2, 2024 | 4 | Aug 8, 2024 | 4 | Aug 14, 2024 | 8 |
| -0.77% | Oct 2, 2025 | 2 | Oct 6, 2025 | 6 | Oct 14, 2025 | 8 |
| -0.73% | Aug 20, 2024 | 1 | Aug 21, 2024 | 2 | Aug 23, 2024 | 3 |
| -0.72% | Jan 14, 2026 | 3 | Jan 20, 2026 | 13 | Feb 6, 2026 | 16 |
| -0.72% | Dec 29, 2025 | 2 | Dec 31, 2025 | 8 | Jan 13, 2026 | 10 |
| -0.63% | Nov 28, 2025 | 7 | Dec 9, 2025 | 7 | Dec 18, 2025 | 14 |
| -0.63% | Aug 28, 2025 | 1 | Aug 29, 2025 | 2 | Sep 3, 2025 | 3 |
| -0.47% | Feb 18, 2022 | 2 | Feb 23, 2022 | 3 | Feb 28, 2022 | 5 |
| -0.43% | Oct 21, 2025 | 2 | Oct 23, 2025 | 3 | Oct 28, 2025 | 5 |
| -0.43% | Feb 23, 2026 | 2 | Feb 25, 2026 | 2 | Feb 27, 2026 | 4 |
| -0.39% | Sep 8, 2025 | 1 | Sep 9, 2025 | 1 | Sep 10, 2025 | 2 |
| -0.24% | Aug 22, 2025 | 3 | Aug 27, 2025 | 1 | Aug 28, 2025 | 4 |
| -0.22% | Dec 18, 2025 | 2 | Dec 22, 2025 | 2 | Dec 24, 2025 | 4 |
| -0.07% | Feb 13, 2026 | 2 | Feb 18, 2026 | 3 | Feb 23, 2026 | 5 |
| -0.05% | Oct 14, 2025 | 1 | Oct 15, 2025 | 1 | Oct 16, 2025 | 2 |
| -0.05% | Nov 24, 2025 | 1 | Nov 25, 2025 | 2 | Nov 28, 2025 | 3 |
| -0.05% | Feb 10, 2026 | 1 | Feb 11, 2026 | 1 | Feb 12, 2026 | 2 |