BUCKSimplify Treasury Option Income ETF
Seeks to provide monthly income.
By Simplify Asset Management · Launched 2022
Annual Cost
0.35%
#1,699 of 6,040 · low cost
Fund Size
$506M
#1,656 of 6,040 · large
Return (1Y)
+4.5%
Track Record
3 years
#2,778 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,434+4.3%
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
Simplify Exchange Traded Funds
99.7%
DREYFUS TRSY OBLIG CASH MDTRXX
0.2%
CHICAGO BOARD OF TRADEZBM6
0.0%
CHICAGO BOARD OF TRADEZBM6
0.0%
CHICAGO BOARD OF TRADEZBM6
0.0%
CHICAGO BOARD OF TRADEZBM6
0.0%
BOARD OF TRADE OF THE CITY OF CHICAGO, INC.OZBK6 C1200
-0.0%
BOARD OF TRADE OF THE CITY OF CHICAGO, INC.OZBK6 C1190
-0.0%
BOARD OF TRADE OF THE CITY OF CHICAGO, INC.OZBK6 P1090
-0.0%
BOARD OF TRADE OF THE CITY OF CHICAGO, INC.OZBM6 P1060
-0.0%
Asset allocation
Cash
65.6%
Bonds
34.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
2.3%Low
Year-on-year price swings
Max drawdown
-5.4%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.32Below average
Sortino (3Y)
0.42Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to provide monthly income.
- Strategy
- Actively manages a portfolio primarily invested in U.S. Treasury securities and employs an income generating option strategy to enhance yield. Focuses on generating monthly income while managing interest rate risk.
- Inception date
- October 27, 2022
- Fund family
- Simplify Asset Management
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Data updated on 2026-09-18