Performance analysis of HEQT (SIMPLIFY HEDGED EQUITY ETF)
Annual Return
Over the past 3 years, HEQT has had an average annual return of +12.89%, underperforming the benchmark SPY, which returned +19.62% annual.
Since Nov 2, 2021, HEQT has had an average annual return of +9.08%, underperforming the benchmark SPY, which returned +12.29% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.89% | +10.08% | +18.29% | +16.61% | -8.25% | +2.16% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.25% | +0.12% | -2.74% | +4.51% | +1.67% | +0.51% | +0.55% | +5.89% | |||||
| 2025 | +2.07% | -0.57% | -4.23% | +0.19% | +2.97% | +2.28% | +1.30% | +1.09% | +1.84% | +1.71% | +0.46% | +0.74% | +10.08% |
| 2024 | +0.91% | +2.65% | +1.63% | -1.66% | +3.90% | +2.60% | +0.83% | +1.97% | +1.80% | -0.04% | +3.93% | -1.42% | +18.29% |
| 2023 | +3.73% | -0.57% | +1.85% | +1.91% | +0.91% | +2.44% | +1.61% | -0.09% | -2.94% | -1.84% | +6.27% | +2.51% | +16.61% |
| 2022 | -3.69% | -1.89% | +1.50% | -4.59% | -0.13% | -1.23% | +3.93% | -1.19% | -3.51% | +2.62% | +2.24% | -2.22% | -8.25% |
| 2021 | -0.54% | +2.71% | +2.16% |
Drawdown analysis of HEQT (SIMPLIFY HEDGED EQUITY ETF)
The maximum drawdown for the HEQT was -11.51%, occurring on Jun 16, 2022. Recovery took 243 trading sessions.
The current HEQT drawdown is -0.19%.
Since Nov 2, 2021 HEQT has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.51% | Jan 4, 2022 | 113 | Jun 16, 2022 | 243 | Jun 6, 2023 | 356 |
| -10.56% | Feb 19, 2025 | 34 | Apr 8, 2025 | 71 | Jul 22, 2025 | 105 |
| -5.87% | Aug 30, 2023 | 41 | Oct 27, 2023 | 16 | Nov 20, 2023 | 57 |
| -5.08% | Feb 25, 2026 | 23 | Mar 30, 2026 | 12 | Apr 16, 2026 | 35 |
| -5.04% | Jul 16, 2024 | 16 | Aug 7, 2024 | 8 | Aug 19, 2024 | 24 |
| -2.98% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -2.90% | Dec 11, 2024 | 19 | Jan 10, 2025 | 7 | Jan 22, 2025 | 26 |
| -2.68% | Mar 28, 2024 | 15 | Apr 19, 2024 | 11 | May 6, 2024 | 26 |
| -2.57% | Nov 11, 2025 | 7 | Nov 20, 2025 | 5 | Nov 28, 2025 | 12 |
| -2.27% | Jul 31, 2023 | 14 | Aug 18, 2023 | 8 | Aug 30, 2023 | 22 |
| -2.04% | Nov 18, 2021 | 8 | Dec 1, 2021 | 5 | Dec 8, 2021 | 13 |
| -1.61% | Jun 2, 2026 | 6 | Jun 10, 2026 | 4 | Jun 16, 2026 | 10 |
| -1.51% | Feb 2, 2026 | 3 | Feb 5, 2026 | 2 | Feb 9, 2026 | 5 |
| -1.48% | Dec 15, 2021 | 3 | Dec 20, 2021 | 3 | Dec 23, 2021 | 6 |
| -1.47% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -1.41% | Oct 22, 2024 | 7 | Oct 31, 2024 | 4 | Nov 6, 2024 | 11 |
| -1.28% | Jun 16, 2026 | 5 | Jun 24, 2026 | 4 | Jun 30, 2026 | 9 |
| -1.25% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -1.20% | Jan 23, 2025 | 2 | Jan 27, 2025 | 13 | Feb 13, 2025 | 15 |
| -1.19% | Jan 12, 2026 | 5 | Jan 20, 2026 | 3 | Jan 23, 2026 | 8 |
| -1.14% | Feb 9, 2026 | 3 | Feb 12, 2026 | 8 | Feb 25, 2026 | 11 |
| -1.04% | Nov 13, 2024 | 2 | Nov 15, 2024 | 5 | Nov 22, 2024 | 7 |
| -1.02% | Dec 10, 2021 | 2 | Dec 14, 2021 | 1 | Dec 15, 2021 | 3 |
| -0.96% | May 21, 2024 | 6 | May 30, 2024 | 4 | Jun 5, 2024 | 10 |
| -0.94% | Oct 28, 2025 | 7 | Nov 6, 2025 | 3 | Nov 11, 2025 | 10 |