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CDXSimplify High Yield ETF

DiversifierGet income4y track recordRanked #10 of 266 in this goal

Seeks to maximize total return.

By Simplify Asset Management · Launched 2022

Annual Cost

0.25%

#1,139 of 5,853 · low cost

Fund Size

$394M

#1,788 of 5,853 · large

Return (1Y)Goal

-2.8%

Track Record

4 years

#2,551 of 5,853 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$9,679-3.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Multi strategy

What it actually holds

By weight

Concentration

Top 10 holdings = 100.4% of funddiversified through underlying funds

Simplify Exchange Traded Funds
50.2%
Simplify Exchange Traded Funds
25.3%
United States Treasury Bills
12.1%
United States Treasury Bills
4.4%
United States Treasury Bills
4.2%
United States Treasury Bills
3.3%
United States Treasury Bills
0.8%
DREYFUS TRSY OBLIG CASH MDTRXX
0.1%
MORGAN STANLEY & CO. LLC
0.0%
NOMURA INTERNATIONAL PLC
0.0%

Asset allocation

Cash
50.8%
Bonds
48.4%
Stocks
1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
6.0%Low

Year-on-year price swings

Max drawdown
-13.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.33Below average
Sortino (3Y)
0.50Moderate downside risk

Bond profile

Credit ratings

US Government
68.7%
BBB
0.6%
BB
56.6%
B
31.6%
Below B
11.1%
Other
0.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to maximize total return.
Strategy
Invests primarily in high yield bonds (junk bonds) through swaps on H-Y ETFs and employs a credit hedge derivatives strategy. Aims to maximize total return while managing credit and interest rate risks.
Inception date
February 14, 2022
Fund family
Simplify Asset Management

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Data updated on 2026-08-02