Performance analysis of SPD (Simplify US Equity PLUS Downside Convexity ETF)
Annual Return
Over the past 3 years, SPD has had an average annual return of +18.18%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SPD has had an average annual return of +8.53%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Sep 4, 2020, SPD has had an average annual return of +11.02%, underperforming the benchmark SPY, which returned +16.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.45% | +18.86% | +17.49% | +20.94% | -25.96% | +24.81% | +8.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.42% | -1.71% | -5.89% | +9.55% | +5.21% | +0.36% | +7.45% | ||||||
| 2025 | +3.14% | -3.50% | -6.64% | +12.11% | +5.43% | +4.27% | -0.98% | +1.58% | +3.60% | +1.89% | -1.08% | -1.16% | +18.86% |
| 2024 | +1.54% | +4.98% | +1.82% | -3.18% | +4.37% | +3.20% | +1.11% | +0.37% | +2.29% | -1.09% | +5.28% | -3.96% | +17.49% |
| 2023 | +5.61% | -2.38% | +2.65% | +1.56% | -0.07% | +6.01% | +2.91% | -1.78% | -4.64% | -2.16% | +8.16% | +4.13% | +20.94% |
| 2022 | -4.96% | -3.36% | +2.71% | -7.59% | -0.66% | -7.44% | +5.17% | -2.87% | -2.18% | -2.76% | +0.50% | -5.43% | -25.96% |
| 2021 | -0.51% | +1.91% | +3.56% | +4.96% | +2.53% | +0.13% | +2.15% | +2.74% | -4.12% | +4.73% | +1.03% | +3.60% | +24.81% |
| 2020 | -1.96% | -2.76% | +9.91% | +3.79% | +8.75% |
Drawdown analysis of SPD (Simplify US Equity PLUS Downside Convexity ETF)
The maximum drawdown for the SPD was -27.38%, occurring on Dec 28, 2022. Recovery took 365 trading sessions.
Since Sep 4, 2020 SPD has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.38% | Dec 27, 2021 | 253 | Dec 28, 2022 | 365 | Jun 12, 2024 | 618 |
| -15.19% | Dec 11, 2024 | 79 | Apr 8, 2025 | 17 | May 2, 2025 | 96 |
| -11.90% | Oct 28, 2025 | 104 | Mar 30, 2026 | 26 | May 6, 2026 | 130 |
| -7.24% | Oct 12, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -7.02% | Jul 16, 2024 | 16 | Aug 7, 2024 | 37 | Sep 30, 2024 | 53 |
| -5.57% | Aug 30, 2021 | 24 | Oct 4, 2021 | 18 | Oct 28, 2021 | 42 |
| -5.44% | Sep 4, 2020 | 12 | Sep 23, 2020 | 11 | Oct 8, 2020 | 23 |
| -4.47% | Nov 8, 2021 | 18 | Dec 3, 2021 | 5 | Dec 10, 2021 | 23 |
| -4.47% | Jul 3, 2025 | 20 | Aug 1, 2025 | 28 | Sep 11, 2025 | 48 |
| -4.17% | Feb 12, 2021 | 13 | Mar 4, 2021 | 7 | Mar 15, 2021 | 20 |
| -3.63% | May 7, 2021 | 3 | May 12, 2021 | 12 | May 28, 2021 | 15 |
| -3.55% | May 19, 2025 | 4 | May 23, 2025 | 23 | Jun 27, 2025 | 27 |
| -3.16% | Jan 20, 2021 | 7 | Jan 29, 2021 | 4 | Feb 4, 2021 | 11 |
| -2.97% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -2.85% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -2.80% | May 28, 2021 | 14 | Jun 18, 2021 | 8 | Jun 30, 2021 | 22 |
| -2.67% | Dec 10, 2021 | 6 | Dec 20, 2021 | 3 | Dec 23, 2021 | 9 |
| -2.51% | Nov 11, 2024 | 4 | Nov 15, 2024 | 7 | Nov 26, 2024 | 11 |
| -2.44% | Oct 14, 2024 | 13 | Oct 31, 2024 | 4 | Nov 6, 2024 | 17 |
| -2.13% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -2.06% | May 2, 2025 | 3 | May 7, 2025 | 3 | May 12, 2025 | 6 |
| -2.03% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |
| -2.02% | Mar 17, 2021 | 5 | Mar 24, 2021 | 6 | Apr 1, 2021 | 11 |
| -1.83% | Nov 16, 2020 | 4 | Nov 20, 2020 | 2 | Nov 24, 2020 | 6 |
| -1.65% | Aug 16, 2021 | 2 | Aug 18, 2021 | 3 | Aug 23, 2021 | 5 |