Performance analysis of MAXI (SIMPLIFY BITCOIN STRATEGY PLUS INCOME ETF)
Annual Return
Over the past 3 years, MAXI has had an average annual return of +9.23%, underperforming the benchmark SPY, which returned +19.31% annual.
Since Sep 30, 2022, MAXI has had an average annual return of +20.18%, underperforming the benchmark SPY, which returned +22.77% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -31.58% | -28.56% | +93.28% | +145.76% | -13.30% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.95% | -27.90% | -1.03% | +17.34% | -4.68% | -20.01% | +13.94% | -31.58% | |||||
| 2025 | +9.67% | -21.52% | -11.71% | +29.17% | +18.54% | +1.76% | +6.89% | -11.54% | +8.49% | -7.72% | -27.38% | -12.24% | -28.56% |
| 2024 | -0.83% | +46.60% | +12.77% | -18.04% | +15.93% | -12.74% | +8.32% | -14.01% | +6.67% | +9.82% | +42.27% | -8.40% | +93.28% |
| 2023 | +39.65% | -0.07% | +21.07% | +3.20% | -7.97% | +15.07% | -6.33% | -10.72% | +3.82% | +27.15% | +7.46% | +12.20% | +145.76% |
| 2022 | +0% | +3.26% | -14.66% | -1.61% | -13.30% |
Drawdown analysis of MAXI (SIMPLIFY BITCOIN STRATEGY PLUS INCOME ETF)
The maximum drawdown for the MAXI was -69.53%, occurring on Jun 30, 2026. This drawdown has not yet recovered.
The current MAXI drawdown is -65.28%.
Since Sep 30, 2022 MAXI has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.53% | Aug 13, 2025 | 220 | Jun 30, 2026 | Ongoing | Ongoing | Ongoing |
| -52.34% | Dec 17, 2024 | 75 | Apr 8, 2025 | 24 | May 13, 2025 | 99 |
| -34.70% | Mar 13, 2024 | 122 | Sep 6, 2024 | 46 | Nov 11, 2024 | 168 |
| -25.99% | Nov 4, 2022 | 3 | Nov 9, 2022 | 45 | Jan 17, 2023 | 48 |
| -22.90% | Jul 13, 2023 | 41 | Sep 11, 2023 | 31 | Oct 24, 2023 | 72 |
| -20.36% | Feb 17, 2023 | 14 | Mar 10, 2023 | 2 | Mar 14, 2023 | 16 |
| -18.68% | May 22, 2025 | 19 | Jun 20, 2025 | 14 | Jul 11, 2025 | 33 |
| -17.04% | Jan 8, 2024 | 10 | Jan 23, 2024 | 14 | Feb 12, 2024 | 24 |
| -16.39% | Apr 13, 2023 | 44 | Jun 15, 2023 | 4 | Jun 22, 2023 | 48 |
| -12.58% | Jul 14, 2025 | 16 | Aug 5, 2025 | 6 | Aug 13, 2025 | 22 |
| -9.90% | Nov 22, 2024 | 2 | Nov 26, 2024 | 7 | Dec 6, 2024 | 9 |
| -9.86% | Mar 4, 2024 | 1 | Mar 5, 2024 | 3 | Mar 8, 2024 | 4 |
| -9.58% | Feb 2, 2023 | 6 | Feb 10, 2023 | 3 | Feb 15, 2023 | 9 |
| -8.62% | Dec 8, 2023 | 1 | Dec 11, 2023 | 14 | Jan 2, 2024 | 15 |
| -7.54% | Dec 6, 2024 | 2 | Dec 10, 2024 | 4 | Dec 16, 2024 | 6 |
| -7.53% | Oct 4, 2022 | 5 | Oct 11, 2022 | 11 | Oct 26, 2022 | 16 |
| -6.33% | Nov 10, 2023 | 2 | Nov 14, 2023 | 1 | Nov 15, 2023 | 3 |
| -5.52% | Mar 21, 2023 | 1 | Mar 22, 2023 | 1 | Mar 23, 2023 | 2 |
| -5.43% | Mar 23, 2023 | 2 | Mar 27, 2023 | 9 | Apr 10, 2023 | 11 |
| -4.99% | Nov 15, 2023 | 1 | Nov 16, 2023 | 5 | Nov 24, 2023 | 6 |
| -4.56% | Jan 2, 2024 | 1 | Jan 3, 2024 | 3 | Jan 8, 2024 | 4 |
| -4.53% | Nov 13, 2024 | 1 | Nov 14, 2024 | 3 | Nov 19, 2024 | 4 |
| -3.57% | Mar 14, 2023 | 1 | Mar 15, 2023 | 2 | Mar 17, 2023 | 3 |
| -3.34% | Jul 3, 2023 | 3 | Jul 7, 2023 | 4 | Jul 13, 2023 | 7 |
| -3.23% | Jun 23, 2023 | 3 | Jun 28, 2023 | 3 | Jul 3, 2023 | 6 |