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Performance analysis of Simplify Exchange Traded Funds Target 15 Distribution (XV)

Annual Return

Since Apr 15, 2025, XV has had an average annual return of +17.75%, underperforming the benchmark SPY, which returned +31.29% annual.

20262025
+5.86%+16.17%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.65%-0.47%-3.75%+5.95%+1.05%+1.89%+0.65%+5.86%
2025+3.15%+0.89%+5.08%+0.37%+2%+1.27%+1.98%+0.24%+0.23%+16.17%

Drawdown analysis of Simplify Exchange Traded Funds Target 15 Distribution (XV)

The maximum drawdown for the XV was -5.72%, occurring on Mar 30, 2026. Recovery took 18 trading sessions.

DepthStartTo BottomBottomTo RecoverEndTotal
-5.72%Jan 23, 202645Mar 30, 202618Apr 24, 202663
-3.27%Oct 27, 202518Nov 20, 20257Dec 2, 202525
-3.13%May 12, 20258May 22, 202510Jun 6, 202518
-3.11%Apr 17, 20251Apr 21, 20251Apr 22, 20252
-2.22%Jul 3, 20257Jul 15, 202520Aug 12, 202527
-2.18%Jun 4, 20264Jun 10, 20263Jun 15, 20267
-1.60%Dec 11, 20254Dec 17, 202524Jan 23, 202628
-1.51%Jun 18, 20265Jun 26, 20261Jun 29, 20266
-1.28%Jun 10, 20251Jun 11, 20253Jun 16, 20254
-1.25%May 5, 202610May 19, 20263May 22, 202613
-1.25%Jul 14, 20263Jul 17, 20262Jul 21, 20265
-1.23%Jun 16, 20253Jun 20, 20254Jun 26, 20257
-1.09%May 5, 20251May 6, 20254May 12, 20255
-1.04%Oct 8, 20252Oct 10, 20251Oct 13, 20253
-0.93%Aug 12, 20257Aug 21, 20251Aug 22, 20258
-0.86%Oct 13, 20253Oct 16, 20252Oct 20, 20255
-0.82%Aug 22, 20251Aug 25, 20257Sep 4, 20258
-0.78%Sep 19, 20254Sep 25, 20251Sep 26, 20255
-0.75%Apr 15, 20251Apr 16, 20251Apr 17, 20252
-0.69%Apr 24, 20262Apr 28, 20262Apr 30, 20264
-0.69%Jun 30, 20262Jul 2, 20264Jul 9, 20266
-0.64%Sep 4, 20251Sep 5, 20254Sep 11, 20255
-0.63%Oct 20, 20252Oct 22, 20252Oct 24, 20254
-0.60%Jul 9, 20261Jul 10, 20262Jul 14, 20263
-0.59%Apr 22, 20251Apr 23, 20251Apr 24, 20252