CTAPSimplify US Equity PLUS Managed Futures Strategy ETF

Grow my moneyRanked #2,809 of 2,966 in this goal

The Simplify US Equity PLUS Managed Futures Strategy ETF seeks long-term capital appreciation.

Annual Cost

—

#5,568 of 5,568 · expensive

Fund Size

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#5,568 of 5,568 · small

Return (1Y)Goal

N/A

Track Record

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#5,568 of 5,568 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,926+9.3%

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

How Beacon categorizes this fund

Asset class

Region

Strategy

Managed futures

Index tracked

DBi CTA MF Index

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-15.2%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: The Simplify US Equity PLUS Managed Futures Strategy ETF seeks long-term capital appreciation.
Strategy: The Fund is a passively managed fund that invests at least 80% of its net assets in instruments that have return characteristics equivalent to the components of the DBi CTA MF Index, which represents managed futures investment strategies across major asset classes including equities, interest rates, currencies, and commodities.