Performance analysis of TUA (SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF)
Annual Return
Over the past 3 years, TUA has had an average annual return of -0.88%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Nov 15, 2022, TUA has had an average annual return of -1.41%, underperforming the benchmark SPY, which returned +21.28% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.37% | +7.27% | -3.59% | -2.05% | -0.81% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.51% | +1.37% | -4.03% | -0.67% | -0.79% | -0.80% | -5.37% | ||||||
| 2025 | +0.80% | +2.45% | +0.96% | +2.79% | -2.89% | +1.65% | -2.18% | +2.85% | -0.22% | +0.22% | +0.73% | +0.06% | +7.27% |
| 2024 | -0.16% | -4.00% | -0.45% | -3.98% | +1.48% | +1.47% | +4.18% | +2.62% | +2.12% | -5.14% | -0.36% | -0.97% | -3.59% |
| 2023 | +2.03% | -5.55% | +7.51% | -0.20% | -3.76% | -5.76% | -0.44% | +0.18% | -2.59% | -0.19% | +3.75% | +3.83% | -2.05% |
| 2022 | -0.11% | -0.70% | -0.81% |
Drawdown analysis of TUA (SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF)
The maximum drawdown for the TUA was -15.85%, occurring on Oct 17, 2023. This drawdown has not yet recovered.
The current TUA drawdown is -10.06%.
Since Nov 15, 2022 TUA has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.85% | Mar 24, 2023 | 142 | Oct 17, 2023 | Ongoing | Ongoing | Ongoing |
| -9.27% | Jan 18, 2023 | 34 | Mar 8, 2023 | 3 | Mar 13, 2023 | 37 |
| -2.81% | Mar 17, 2023 | 2 | Mar 21, 2023 | 2 | Mar 23, 2023 | 4 |
| -2.63% | Dec 16, 2022 | 12 | Jan 5, 2023 | 5 | Jan 12, 2023 | 17 |
| -2.47% | Mar 15, 2023 | 1 | Mar 16, 2023 | 1 | Mar 17, 2023 | 2 |
| -2.15% | Mar 13, 2023 | 1 | Mar 14, 2023 | 1 | Mar 15, 2023 | 2 |
| -1.50% | Nov 16, 2022 | 4 | Nov 22, 2022 | 6 | Dec 1, 2022 | 10 |
| -1.47% | Dec 1, 2022 | 2 | Dec 5, 2022 | 6 | Dec 13, 2022 | 8 |
| -0.80% | Jan 12, 2023 | 1 | Jan 13, 2023 | 2 | Jan 18, 2023 | 3 |
| -0.20% | Dec 14, 2022 | 1 | Dec 15, 2022 | 1 | Dec 16, 2022 | 2 |