Performance analysis of SURI (SIMPLIFY PROPEL OPPORTUNITIES ETF)
Annual Return
Over the past 3 years, SURI has had an average annual return of +6.97%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Feb 8, 2023, SURI has had an average annual return of +4.19%, underperforming the benchmark SPY, which returned +21.65% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.09% | +28.26% | -13.21% | -2.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.79% | +4.54% | -6.16% | +9.29% | +4.12% | -4.21% | +6.09% | ||||||
| 2025 | +16.02% | -6.47% | -3.91% | -4.73% | -0.38% | +10.87% | -2.39% | +7.80% | -0.17% | +10.23% | +5.11% | -3.96% | +28.26% |
| 2024 | +1.67% | +24.08% | +0.45% | -14.92% | +3.12% | +4.47% | +9.73% | +0.59% | +0.95% | -2.46% | -16.94% | -17.22% | -13.21% |
| 2023 | -3.13% | -13.51% | +12.01% | -3.13% | +6.09% | +0.64% | -2.50% | -3.47% | -7.81% | +5.65% | +9.06% | -2.96% |
Drawdown analysis of SURI (SIMPLIFY PROPEL OPPORTUNITIES ETF)
The maximum drawdown for the SURI was -47.74%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current SURI drawdown is -17.48%.
Since Feb 8, 2023 SURI has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.74% | Nov 7, 2024 | 102 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -19.48% | Feb 15, 2023 | 176 | Oct 27, 2023 | 72 | Feb 12, 2024 | 248 |
| -16.79% | Mar 1, 2024 | 38 | Apr 25, 2024 | 54 | Jul 15, 2024 | 92 |
| -12.52% | Jul 16, 2024 | 41 | Sep 12, 2024 | 36 | Nov 1, 2024 | 77 |
| -2.96% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.44% | Feb 23, 2024 | 1 | Feb 26, 2024 | 1 | Feb 27, 2024 | 2 |
| -0.70% | Feb 28, 2024 | 1 | Feb 29, 2024 | 1 | Mar 1, 2024 | 2 |
| -0.51% | Feb 8, 2023 | 3 | Feb 13, 2023 | 1 | Feb 14, 2023 | 4 |
| -0.39% | Feb 20, 2024 | 1 | Feb 21, 2024 | 1 | Feb 22, 2024 | 2 |