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 +17.32%, underperforming the benchmark SPY, which returned +36.15% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.18% | +16.17% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.65% | -0.47% | -3.75% | +5.95% | +1.05% | -0.05% | +3.18% | ||||||
| 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.
The current XV drawdown is -0.42%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -5.72% | Jan 23, 2026 | 45 | Mar 30, 2026 | 18 | Apr 24, 2026 | 63 |
| -3.27% | Oct 27, 2025 | 18 | Nov 20, 2025 | 7 | Dec 2, 2025 | 25 |
| -3.13% | May 12, 2025 | 8 | May 22, 2025 | 10 | Jun 6, 2025 | 18 |
| -3.11% | Apr 17, 2025 | 1 | Apr 21, 2025 | 1 | Apr 22, 2025 | 2 |
| -2.22% | Jul 3, 2025 | 7 | Jul 15, 2025 | 20 | Aug 12, 2025 | 27 |
| -1.60% | Dec 11, 2025 | 4 | Dec 17, 2025 | 24 | Jan 23, 2026 | 28 |
| -1.28% | Jun 10, 2025 | 1 | Jun 11, 2025 | 3 | Jun 16, 2025 | 4 |
| -1.25% | May 5, 2026 | 10 | May 19, 2026 | 3 | May 22, 2026 | 13 |
| -1.23% | Jun 16, 2025 | 3 | Jun 20, 2025 | 4 | Jun 26, 2025 | 7 |
| -1.09% | May 5, 2025 | 1 | May 6, 2025 | 4 | May 12, 2025 | 5 |
| -1.04% | Oct 8, 2025 | 2 | Oct 10, 2025 | 1 | Oct 13, 2025 | 3 |
| -0.93% | Aug 12, 2025 | 7 | Aug 21, 2025 | 1 | Aug 22, 2025 | 8 |
| -0.86% | Oct 13, 2025 | 3 | Oct 16, 2025 | 2 | Oct 20, 2025 | 5 |
| -0.82% | Aug 22, 2025 | 1 | Aug 25, 2025 | 7 | Sep 4, 2025 | 8 |
| -0.78% | Sep 19, 2025 | 4 | Sep 25, 2025 | 1 | Sep 26, 2025 | 5 |
| -0.75% | Apr 15, 2025 | 1 | Apr 16, 2025 | 1 | Apr 17, 2025 | 2 |
| -0.69% | Apr 24, 2026 | 2 | Apr 28, 2026 | 2 | Apr 30, 2026 | 4 |
| -0.64% | Sep 4, 2025 | 1 | Sep 5, 2025 | 4 | Sep 11, 2025 | 5 |
| -0.63% | Oct 20, 2025 | 2 | Oct 22, 2025 | 2 | Oct 24, 2025 | 4 |
| -0.59% | Apr 22, 2025 | 1 | Apr 23, 2025 | 1 | Apr 24, 2025 | 2 |
| -0.54% | Sep 29, 2025 | 1 | Sep 30, 2025 | 4 | Oct 6, 2025 | 5 |
| -0.52% | Dec 5, 2025 | 2 | Dec 9, 2025 | 2 | Dec 11, 2025 | 4 |
| -0.52% | Sep 15, 2025 | 1 | Sep 16, 2025 | 2 | Sep 18, 2025 | 3 |
| -0.48% | Jun 26, 2025 | 3 | Jul 1, 2025 | 2 | Jul 3, 2025 | 5 |
| -0.42% | Jun 1, 2026 | 2 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |