Performance analysis of XXV (SIMPLIFY ANCORATO TARGET 25 DISTRIBUTION ETF)
Annual Return
Over the past 3 years, XXV has had an average annual return of -26.47%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, XXV has had an average annual return of -26.47%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, XXV has had an average annual return of -2.96%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Jul 19, 2010, XXV has had an average annual return of +1.82%, underperforming the benchmark SPY, which returned +15.09% annual.
| 2026 | 2025 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.53% | -29.65% | -2.63% | +1.01% | -1.31% | -0.50% | -0.47% | +1.77% | +14.60% | +0.25% | +61.21% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.28% | -2.13% | -3.35% | +4.71% | +6.32% | -1.03% | +4.53% | ||||||
| 2025 | -31.40% | +2.54% | -29.65% | ||||||||||
| 2018 | +0.05% | -0.26% | -3.90% | +1.54% | -2.63% | ||||||||
| 2017 | +0.91% | -4.64% | +5% | +0% | +0.11% | +0% | +0% | -0.11% | +0.03% | +0% | -0.05% | +0% | +1.01% |
Drawdown analysis of XXV (SIMPLIFY ANCORATO TARGET 25 DISTRIBUTION ETF)
The maximum drawdown for the XXV was -39.30%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current XXV drawdown is -31.78%.
Since Jul 19, 2010 XXV has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.30% | Nov 22, 2017 | 185 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -19.17% | Jul 7, 2011 | 61 | Oct 3, 2011 | 117 | Mar 21, 2012 | 178 |
| -12.07% | Sep 29, 2016 | 27 | Nov 7, 2016 | 62 | Feb 7, 2017 | 89 |
| -9.69% | Jul 1, 2014 | 513 | Jul 14, 2016 | 54 | Sep 29, 2016 | 567 |
| -8.34% | Aug 9, 2010 | 4 | Aug 13, 2010 | 13 | Sep 1, 2010 | 17 |
| -8.03% | Feb 7, 2017 | 1 | Feb 8, 2017 | 19 | Mar 8, 2017 | 20 |
| -5.44% | Feb 14, 2011 | 21 | Mar 16, 2011 | 24 | Apr 19, 2011 | 45 |
| -4.71% | Mar 8, 2017 | 2 | Mar 10, 2017 | 179 | Nov 22, 2017 | 181 |
| -3.71% | Mar 26, 2012 | 48 | Jun 4, 2012 | 20 | Jul 2, 2012 | 68 |
| -3.59% | Nov 22, 2010 | 5 | Nov 30, 2010 | 3 | Dec 3, 2010 | 8 |
| -2.71% | Nov 10, 2010 | 4 | Nov 16, 2010 | 3 | Nov 19, 2010 | 7 |
| -2.50% | Sep 20, 2010 | 3 | Sep 23, 2010 | 1 | Sep 24, 2010 | 4 |
| -2.32% | May 31, 2011 | 12 | Jun 16, 2011 | 10 | Jun 30, 2011 | 22 |
| -2.24% | Sep 28, 2010 | 4 | Oct 4, 2010 | 1 | Oct 5, 2010 | 5 |
| -1.55% | Sep 3, 2010 | 1 | Sep 7, 2010 | 2 | Sep 9, 2010 | 3 |
| -1.39% | Dec 22, 2010 | 3 | Dec 28, 2010 | 5 | Jan 4, 2011 | 8 |
| -1.36% | Oct 13, 2010 | 1 | Oct 14, 2010 | 2 | Oct 18, 2010 | 3 |
| -1.31% | Jan 27, 2011 | 1 | Jan 28, 2011 | 5 | Feb 4, 2011 | 6 |
| -1.25% | Oct 25, 2010 | 5 | Nov 1, 2010 | 2 | Nov 3, 2010 | 7 |
| -1.18% | Apr 28, 2011 | 5 | May 5, 2011 | 10 | May 19, 2011 | 15 |
| -1.13% | Jul 18, 2012 | 5 | Jul 25, 2012 | 8 | Aug 6, 2012 | 13 |
| -1.07% | Aug 2, 2010 | 3 | Aug 5, 2010 | 2 | Aug 9, 2010 | 5 |
| -0.99% | Jul 27, 2010 | 1 | Jul 28, 2010 | 3 | Aug 2, 2010 | 4 |
| -0.95% | Jan 18, 2011 | 3 | Jan 21, 2011 | 3 | Jan 26, 2011 | 6 |
| -0.91% | Dec 10, 2010 | 3 | Dec 15, 2010 | 3 | Dec 20, 2010 | 6 |