AGGHSimplify Aggregate Bond ETF
Seeks to maximize total return.
By Simplify Asset Management · Launched 2022
Annual Cost
0.30%
#1,431 of 6,040 · low cost
Fund Size
$592M
#1,535 of 6,040 · large
Return (1Y)
+0.2%
Track Record
4 years
#2,565 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,035+0.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 99.9% of fundconcentrated
iShares Trust
94.0%
United States Treasury Notes
5.3%
United States Treasury Bills
0.5%
DREYFUS TRSY OBLIG CASH MDTRXX
0.1%
MORGAN STANLEY & CO. LLC
0.1%
CHICAGO BOARD OF TRADEZBM6
0.0%
CHICAGO BOARD OF TRADEZBM6
0.0%
CHICAGO BOARD OF TRADEZTM6
0.0%
CHICAGO BOARD OF TRADEZBM6
0.0%
CHICAGO BOARD OF TRADEZBM6
0.0%
Asset allocation
Bonds
112.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
5.1%Low
Year-on-year price swings
Max drawdown
-13.3%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.10Below average
Sortino (3Y)
0.13Moderate downside risk
Bond profile
Duration
3.8 years
Avg maturity
9.3 years
Credit ratings
US Government
66.9%
AAA
2.2%
AA
74.3%
A
11.8%
BBB
11.6%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to maximize total return.
- Strategy
- The Adviser seeks to achieve the Fund's investment objective by investing primarily in U.S. investment grade bonds through ETFs and applying derivative overlays to hedge risk or generate income. The Fund may invest up to 20% in derivatives for hedging and income generation.
- Inception date
- February 14, 2022
- Fund family
- Simplify Asset Management
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Data updated on 2026-09-18