Performance analysis of MTBA (SIMPLIFY MBS ETF)
Annual Return
Since Nov 7, 2023, MTBA has had an average annual return of +5.14%, underperforming the benchmark SPY, which returned +25.52% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.11% | +7.74% | +1.99% | +3.64% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.47% | +0.91% | -1.79% | +0.25% | +0.14% | -0.06% | -0.11% | ||||||
| 2025 | +0.48% | +1.69% | +0.24% | +0.31% | -0.35% | +1.45% | -0.12% | +1.55% | +0.59% | +0.55% | +0.71% | +0.38% | +7.74% |
| 2024 | +0.02% | -1.07% | +1.01% | -2.05% | +1.81% | +0.68% | +1.83% | +1.02% | +0.83% | -2.29% | +1.22% | -0.94% | +1.99% |
| 2023 | +1.57% | +2.04% | +3.64% |
Drawdown analysis of MTBA (SIMPLIFY MBS ETF)
The maximum drawdown for the MTBA was -3.48%, occurring on Jan 13, 2025. Recovery took 54 trading sessions.
The current MTBA drawdown is -1.47%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -3.48% | Sep 16, 2024 | 81 | Jan 13, 2025 | 54 | Apr 1, 2025 | 135 |
| -2.81% | Feb 27, 2026 | 56 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -2.55% | Feb 1, 2024 | 51 | Apr 16, 2024 | 35 | Jun 5, 2024 | 86 |
| -1.82% | Apr 4, 2025 | 5 | Apr 11, 2025 | 48 | Jun 23, 2025 | 53 |
| -1.11% | Dec 27, 2023 | 18 | Jan 24, 2024 | 6 | Feb 1, 2024 | 24 |
| -0.93% | Jun 21, 2024 | 6 | Jul 1, 2024 | 5 | Jul 9, 2024 | 11 |
| -0.70% | Jun 30, 2025 | 10 | Jul 15, 2025 | 10 | Jul 29, 2025 | 20 |
| -0.61% | Jun 6, 2024 | 1 | Jun 7, 2024 | 3 | Jun 12, 2024 | 4 |
| -0.56% | Dec 6, 2023 | 3 | Dec 11, 2023 | 2 | Dec 13, 2023 | 5 |
| -0.54% | Nov 8, 2023 | 1 | Nov 9, 2023 | 3 | Nov 14, 2023 | 4 |
| -0.50% | Sep 15, 2025 | 9 | Sep 26, 2025 | 11 | Oct 13, 2025 | 20 |
| -0.44% | Jul 16, 2024 | 3 | Jul 19, 2024 | 6 | Jul 29, 2024 | 9 |
| -0.43% | Aug 2, 2024 | 4 | Aug 8, 2024 | 8 | Aug 20, 2024 | 12 |
| -0.42% | Oct 28, 2025 | 13 | Nov 14, 2025 | 5 | Nov 21, 2025 | 18 |
| -0.35% | Nov 28, 2025 | 7 | Dec 9, 2025 | 6 | Dec 17, 2025 | 13 |
| -0.32% | Nov 21, 2023 | 2 | Nov 24, 2023 | 1 | Nov 27, 2023 | 3 |
| -0.31% | Jan 14, 2026 | 3 | Jan 20, 2026 | 5 | Jan 27, 2026 | 8 |
| -0.31% | Nov 14, 2023 | 1 | Nov 15, 2023 | 1 | Nov 16, 2023 | 2 |
| -0.30% | Dec 14, 2023 | 2 | Dec 18, 2023 | 2 | Dec 20, 2023 | 4 |
| -0.30% | Jun 14, 2024 | 1 | Jun 17, 2024 | 1 | Jun 18, 2024 | 2 |
| -0.28% | Aug 13, 2025 | 3 | Aug 18, 2025 | 4 | Aug 22, 2025 | 7 |
| -0.24% | Oct 20, 2025 | 4 | Oct 24, 2025 | 2 | Oct 28, 2025 | 6 |
| -0.23% | Aug 27, 2024 | 3 | Aug 30, 2024 | 2 | Sep 4, 2024 | 5 |
| -0.23% | Jan 27, 2026 | 6 | Feb 4, 2026 | 2 | Feb 6, 2026 | 8 |
| -0.22% | Feb 10, 2026 | 1 | Feb 11, 2026 | 1 | Feb 12, 2026 | 2 |