Performance analysis of PFIX (SIMPLIFY INTEREST RATE HEDGE ETF)
Annual Return
Over the past 3 years, PFIX has had an average annual return of +17.41%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, PFIX has had an average annual return of +21.26%, outperforming the benchmark SPY, which returned +12.73% annual.
Since May 11, 2021, PFIX has had an average annual return of +15.35%, outperforming the benchmark SPY, which returned +13.60% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.11% | +0.45% | +35.93% | +5.58% | +92.05% | -24.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.74% | -12.29% | +11.51% | +3.25% | -2.36% | -6.35% | +10.31% | +1.11% | |||||
| 2025 | +1.36% | -13.81% | +6.73% | +9.89% | +9.28% | -8.51% | +5.97% | +1.94% | -13.65% | -5.25% | +3.20% | +7.50% | +0.45% |
| 2024 | +8.86% | +7.65% | -3.89% | +21.33% | -8.47% | -2.99% | -5.06% | -5.95% | -2.46% | +17.82% | -5.23% | +15.18% | +35.93% |
| 2023 | -16.47% | +8.46% | -5.90% | +3.05% | +5.56% | -4.87% | +8.07% | +12.84% | +25.24% | +12.66% | -18.45% | -14.71% | +5.58% |
| 2022 | +8.29% | +4.82% | +16.97% | +17.24% | -6.43% | +3.29% | -10.15% | +11.47% | +20.75% | +13.96% | -12.82% | +6.23% | +92.05% |
| 2021 | -2.25% | -15.30% | -2.08% | -1.95% | +2.29% | -1.35% | -1.51% | -5.00% | -24.95% |
Drawdown analysis of PFIX (SIMPLIFY INTEREST RATE HEDGE ETF)
The maximum drawdown for the PFIX was -36.17%, occurring on Dec 15, 2023. Recovery took 335 trading sessions.
The current PFIX drawdown is -16.62%.
Since May 11, 2021 PFIX has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.17% | Oct 20, 2023 | 39 | Dec 15, 2023 | 335 | Apr 21, 2025 | 374 |
| -32.20% | Oct 24, 2022 | 69 | Feb 2, 2023 | 159 | Sep 21, 2023 | 228 |
| -28.20% | May 21, 2025 | 193 | Feb 27, 2026 | Ongoing | Ongoing | Ongoing |
| -26.04% | May 12, 2021 | 162 | Dec 31, 2021 | 59 | Mar 28, 2022 | 221 |
| -25.57% | Jun 14, 2022 | 32 | Aug 1, 2022 | 39 | Sep 26, 2022 | 71 |
| -18.75% | May 6, 2022 | 15 | May 27, 2022 | 11 | Jun 14, 2022 | 26 |
| -10.73% | Apr 22, 2025 | 5 | Apr 29, 2025 | 9 | May 12, 2025 | 14 |
| -8.76% | Oct 6, 2023 | 3 | Oct 11, 2023 | 6 | Oct 19, 2023 | 9 |
| -6.71% | Apr 11, 2022 | 10 | Apr 26, 2022 | 4 | May 2, 2022 | 14 |
| -6.40% | Mar 28, 2022 | 4 | Apr 1, 2022 | 4 | Apr 7, 2022 | 8 |
| -4.64% | Sep 27, 2022 | 1 | Sep 28, 2022 | 2 | Sep 30, 2022 | 3 |
| -4.24% | Sep 30, 2022 | 2 | Oct 4, 2022 | 4 | Oct 10, 2022 | 6 |
| -4.03% | May 2, 2022 | 2 | May 4, 2022 | 1 | May 5, 2022 | 3 |
| -3.90% | May 14, 2025 | 2 | May 16, 2025 | 3 | May 21, 2025 | 5 |
| -1.84% | Oct 3, 2023 | 1 | Oct 4, 2023 | 2 | Oct 6, 2023 | 3 |
| -1.04% | Sep 21, 2023 | 1 | Sep 22, 2023 | 1 | Sep 25, 2023 | 2 |
| -0.94% | Oct 17, 2022 | 1 | Oct 18, 2022 | 1 | Oct 19, 2022 | 2 |
| -0.57% | Oct 10, 2022 | 1 | Oct 11, 2022 | 1 | Oct 12, 2022 | 2 |