Performance analysis of SPBC (SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF)
Annual Return
Over the past 3 years, SPBC has had an average annual return of +28.73%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SPBC has had an average annual return of +16.21%, outperforming the benchmark SPY, which returned +14.05% annual.
Since May 25, 2021, SPBC has had an average annual return of +16.30%, outperforming the benchmark SPY, which returned +14.16% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.68% | +16.84% | +37.31% | +48.08% | -28.00% | +14.86% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.83% | -3.00% | -4.69% | +11.74% | +4.73% | -0.36% | +8.68% | ||||||
| 2025 | +3.83% | -3.45% | -6.02% | +0.63% | +7.99% | +5.27% | +2.95% | +0.98% | +4.35% | +1.84% | -1.63% | -0.24% | +16.84% |
| 2024 | +3.18% | +10.19% | +4.95% | -6.21% | +6.52% | +2.45% | +1.83% | +1.02% | +2.60% | +0.08% | +10.09% | -3.31% | +37.31% |
| 2023 | +11.19% | -2.89% | +9.09% | +1.37% | -1.03% | +9.72% | +2.31% | -1.08% | -4.86% | +1.59% | +10.22% | +5.93% | +48.08% |
| 2022 | -7.69% | -1.90% | +3.88% | -9.96% | -2.05% | -12.07% | +11.04% | -5.27% | -10.65% | +9.01% | +2.91% | -6.42% | -28.00% |
| 2021 | +0.09% | +2.22% | +3.97% | +3.81% | -5.78% | +11.30% | -1.08% | +0.27% | +14.86% |
Drawdown analysis of SPBC (SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF)
The maximum drawdown for the SPBC was -34.00%, occurring on Oct 14, 2022. Recovery took 289 trading sessions.
The current SPBC drawdown is -0.39%.
Since May 25, 2021 SPBC has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.00% | Nov 9, 2021 | 234 | Oct 14, 2022 | 289 | Dec 8, 2023 | 523 |
| -21.00% | Dec 16, 2024 | 76 | Apr 8, 2025 | 52 | Jun 24, 2025 | 128 |
| -12.24% | Oct 28, 2025 | 104 | Mar 30, 2026 | 13 | Apr 17, 2026 | 117 |
| -10.19% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.10% | Mar 28, 2024 | 23 | May 1, 2024 | 13 | May 20, 2024 | 36 |
| -6.66% | Sep 3, 2021 | 18 | Sep 30, 2021 | 11 | Oct 15, 2021 | 29 |
| -3.94% | Jul 7, 2021 | 8 | Jul 19, 2021 | 4 | Jul 23, 2021 | 12 |
| -3.54% | Oct 6, 2025 | 4 | Oct 10, 2025 | 11 | Oct 27, 2025 | 15 |
| -2.97% | Oct 29, 2024 | 4 | Nov 4, 2024 | 2 | Nov 6, 2024 | 6 |
| -2.92% | Jun 14, 2021 | 4 | Jun 18, 2021 | 7 | Jun 29, 2021 | 11 |
| -2.81% | Jul 28, 2025 | 4 | Aug 1, 2025 | 7 | Aug 12, 2025 | 11 |
| -2.62% | Aug 16, 2021 | 2 | Aug 18, 2021 | 3 | Aug 23, 2021 | 5 |
| -2.58% | May 14, 2026 | 3 | May 19, 2026 | 7 | May 29, 2026 | 10 |
| -2.50% | Aug 13, 2025 | 6 | Aug 21, 2025 | 13 | Sep 10, 2025 | 19 |
| -2.43% | Dec 27, 2023 | 4 | Jan 3, 2024 | 5 | Jan 10, 2024 | 9 |
| -2.36% | Mar 4, 2024 | 1 | Mar 5, 2024 | 2 | Mar 7, 2024 | 3 |
| -2.07% | Mar 13, 2024 | 2 | Mar 15, 2024 | 6 | Mar 25, 2024 | 8 |
| -2.01% | Nov 11, 2024 | 4 | Nov 15, 2024 | 4 | Nov 21, 2024 | 8 |
| -1.86% | May 20, 2024 | 7 | May 30, 2024 | 4 | Jun 5, 2024 | 11 |
| -1.75% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.73% | Jan 30, 2024 | 1 | Jan 31, 2024 | 2 | Feb 2, 2024 | 3 |
| -1.62% | Jun 17, 2024 | 4 | Jun 24, 2024 | 7 | Jul 3, 2024 | 11 |
| -1.59% | Sep 22, 2025 | 3 | Sep 25, 2025 | 3 | Sep 30, 2025 | 6 |
| -1.57% | Oct 25, 2021 | 2 | Oct 27, 2021 | 2 | Oct 29, 2021 | 4 |
| -1.52% | Jan 11, 2024 | 3 | Jan 17, 2024 | 2 | Jan 19, 2024 | 5 |