FOXYSimplify Currency Strategy ETF

Grow my money1y track recordRanked #1,796 of 2,960 in this goal

Seeks long term capital appreciation.

By Simplify Asset Management · Launched 2025

Annual Cost

0.81%

#4,222 of 5,562 · expensive

Fund Size

$312M

#1,926 of 5,562 · mid-size

Return (1Y)Goal

+21.1%

Track Record

1 year

#4,136 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,991+19.9%

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

Classification

How Beacon categorizes this fund

Asset class

Currency

What it actually holds

By weight

Concentration

Top 1 holdings = 73.9% of fundconcentrated

Simplify Government Money Market ETFSBIL

73.9%

Asset allocation

Cash

58.3%

Bonds

41.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

9.8%Low

Year-on-year price swings

Max drawdown

-13.1%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long term capital appreciation.
Strategy: Actively managed ETF investing primarily in foreign currency forward contracts, swaps, and futures. Utilizes distinct strategies for G-10 and emerging market currencies, focusing on long positions in high-interest currencies and short positions in low-interest currencies.
Inception date: February 3, 2025
Fund family: Simplify Asset Management