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Performance analysis of Simplify Exchange Traded Funds Barrier Income (SBAR)

Annual Return

Since Apr 15, 2025, SBAR has had an average annual return of +13.20%, underperforming the benchmark SPY, which returned +29.77% annual.

20262025
+2.92%+13.79%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.84%-0.73%-3.39%+4.56%+1.36%+1.35%-0.94%+2.92%
2025+1.98%+0.17%+4.71%+1.22%+0.80%+1.35%+0.91%+0.60%+1.34%+13.79%

Drawdown analysis of Simplify Exchange Traded Funds Barrier Income (SBAR)

The maximum drawdown for the SBAR was -5.33%, occurring on Mar 30, 2026. Recovery took 13 trading sessions.

The current SBAR drawdown is -1.52%.

DepthStartTo BottomBottomTo RecoverEndTotal
-5.33%Jan 27, 202643Mar 30, 202613Apr 17, 202656
-3.24%May 14, 20256May 22, 202512Jun 10, 202518
-2.80%Oct 27, 202518Nov 20, 20255Nov 28, 202523
-2.42%Jul 3, 20255Jul 11, 202530Aug 22, 202535
-2.05%Jun 2, 20266Jun 10, 20267Jun 22, 202613
-1.92%Apr 15, 20253Apr 21, 20252Apr 23, 20255
-1.52%Jul 15, 20267Jul 24, 2026OngoingOngoingOngoing
-1.42%Jun 26, 20251Jun 27, 20254Jul 3, 20255
-1.40%Oct 2, 20256Oct 10, 20252Oct 14, 20258
-1.40%Jun 10, 20251Jun 11, 20257Jun 23, 20258
-1.36%May 14, 20263May 19, 20266May 28, 20269
-1.36%Jun 22, 20264Jun 26, 20265Jul 6, 20269
-1.17%Dec 4, 20252Dec 8, 20259Dec 19, 202511
-1.01%Aug 22, 20252Aug 26, 20257Sep 5, 20259
-0.92%May 12, 20251May 13, 20251May 14, 20252
-0.89%Jul 6, 20261Jul 7, 20266Jul 15, 20267
-0.74%Apr 17, 20261Apr 20, 202611May 5, 202612
-0.65%May 1, 20253May 6, 20252May 8, 20255
-0.64%Jan 6, 20266Jan 14, 20265Jan 22, 202611
-0.61%Oct 14, 20252Oct 16, 20253Oct 21, 20255
-0.58%Nov 28, 20251Dec 1, 20253Dec 4, 20254
-0.57%Sep 22, 20253Sep 25, 20251Sep 26, 20254
-0.51%May 6, 20261May 7, 20264May 13, 20265
-0.46%Dec 26, 20252Dec 30, 20253Jan 5, 20265
-0.41%Oct 21, 20252Oct 23, 20251Oct 24, 20253