Performance analysis of SPUC (SIMPLIFY US EQUITY PLUS UPSIDE CONVEXITY ETF)
Annual Return
Over the past 3 years, SPUC has had an average annual return of +24.33%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SPUC has had an average annual return of +13.77%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Sep 4, 2020, SPUC has had an average annual return of +16.20%, underperforming the benchmark SPY, which returned +16.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.77% | +22.60% | +25.37% | +27.48% | -24.77% | +33.67% | +9.53% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.05% | -2.02% | -4.95% | +9.71% | +5% | +0.27% | +9.77% | ||||||
| 2025 | +4.83% | -3.12% | -8.03% | -1.92% | +11.22% | +7.68% | +3.10% | +3.19% | +5.75% | +2.03% | -2.10% | -0.56% | +22.60% |
| 2024 | +2.27% | +9.73% | +6.09% | -8.70% | +5.60% | +7.09% | +0.46% | +2.33% | +1.94% | -1.64% | +8.90% | -9.14% | +25.37% |
| 2023 | +6.51% | -3.00% | +3.67% | +1.34% | +0.17% | +8.33% | +4% | -3.14% | -5.49% | -2.36% | +9.74% | +6.10% | +27.48% |
| 2022 | -8.00% | -3.94% | +4.59% | -10.32% | +0.10% | -8.82% | +10.99% | -5.36% | -9.52% | +7.24% | +4.94% | -7.03% | -24.77% |
| 2021 | -0.38% | +2.37% | +3.63% | +7.04% | -0.31% | +2.32% | +3.76% | +4.06% | -6.24% | +8.97% | -0.28% | +5.32% | +33.67% |
| 2020 | -1.90% | -3.72% | +11.53% | +3.98% | +9.53% |
Drawdown analysis of SPUC (SIMPLIFY US EQUITY PLUS UPSIDE CONVEXITY ETF)
The maximum drawdown for the SPUC was -29.20%, occurring on Oct 12, 2022. Recovery took 328 trading sessions.
Since Sep 4, 2020 SPUC has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.20% | Dec 27, 2021 | 200 | Oct 12, 2022 | 328 | Feb 2, 2024 | 528 |
| -28.17% | Dec 4, 2024 | 92 | Apr 21, 2025 | 51 | Jul 3, 2025 | 143 |
| -14.55% | Jul 16, 2024 | 16 | Aug 7, 2024 | 65 | Nov 7, 2024 | 81 |
| -11.59% | Oct 29, 2025 | 103 | Mar 30, 2026 | 23 | May 1, 2026 | 126 |
| -9.89% | Mar 28, 2024 | 15 | Apr 19, 2024 | 36 | Jun 11, 2024 | 51 |
| -8.67% | Oct 12, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -6.90% | Sep 2, 2021 | 21 | Oct 4, 2021 | 15 | Oct 25, 2021 | 36 |
| -6.15% | Sep 4, 2020 | 12 | Sep 23, 2020 | 11 | Oct 8, 2020 | 23 |
| -5.68% | Feb 16, 2021 | 12 | Mar 4, 2021 | 7 | Mar 15, 2021 | 19 |
| -5.37% | Nov 18, 2021 | 8 | Dec 1, 2021 | 16 | Dec 23, 2021 | 24 |
| -5.00% | May 7, 2021 | 3 | May 12, 2021 | 32 | Jun 28, 2021 | 35 |
| -4.87% | Nov 11, 2024 | 4 | Nov 15, 2024 | 7 | Nov 26, 2024 | 11 |
| -4.68% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -4.42% | Oct 8, 2025 | 2 | Oct 10, 2025 | 11 | Oct 27, 2025 | 13 |
| -3.63% | Jul 25, 2025 | 5 | Aug 1, 2025 | 7 | Aug 12, 2025 | 12 |
| -3.47% | Jan 25, 2021 | 4 | Jan 29, 2021 | 4 | Feb 4, 2021 | 8 |
| -3.06% | Mar 15, 2021 | 7 | Mar 24, 2021 | 6 | Apr 1, 2021 | 13 |
| -3.04% | Feb 9, 2024 | 2 | Feb 13, 2024 | 6 | Feb 22, 2024 | 8 |
| -2.63% | Aug 16, 2021 | 2 | Aug 18, 2021 | 4 | Aug 24, 2021 | 6 |
| -2.61% | Aug 13, 2025 | 6 | Aug 21, 2025 | 4 | Aug 27, 2025 | 10 |
| -2.41% | Mar 1, 2024 | 2 | Mar 5, 2024 | 2 | Mar 7, 2024 | 4 |
| -2.35% | Mar 12, 2024 | 3 | Mar 15, 2024 | 2 | Mar 19, 2024 | 5 |
| -2.29% | Sep 22, 2025 | 3 | Sep 25, 2025 | 5 | Oct 2, 2025 | 8 |
| -2.27% | Jul 10, 2024 | 1 | Jul 11, 2024 | 3 | Jul 16, 2024 | 4 |
| -2.19% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |