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FOXYSimplify Currency Strategy ETF

Diversifier1y track recordRanked #100 of 266 in this goal

Seeks long term capital appreciation.

By Simplify Asset Management · Launched 2025

Annual Cost

0.81%

#4,389 of 5,854 · expensive

Fund Size

$365M

#1,840 of 5,854 · large

Return (1Y)Goal

+19.8%

Track Record

1 year

#4,043 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,984+19.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Currency

What it actually holds

By weight

Concentration

Top 10 holdings = 101.8% of fundconcentrated

Simplify Exchange Traded Funds
56.8%
United States Treasury Bills
13.2%
United States Treasury Bills
7.0%
United States Treasury Bills
6.0%
United States Treasury Bills
4.1%
United States Treasury Bills
3.9%
United States Treasury Bills
3.7%
United States Treasury Bills
3.4%
BNP PARIBASN/A
2.1%
United States Treasury Bills
1.7%

Asset allocation

Cash
60.0%
Bonds
40.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
10.1%Moderate

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

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long term capital appreciation.
Strategy
Actively manages investments in foreign currency forward contracts, swaps, and futures to achieve long-term capital appreciation. Focuses on G-10 and emerging market currencies, employing strategies based on currency performance relative to the U.S. dollar.
Inception date
February 3, 2025
Fund family
Simplify Asset Management

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Data updated on 2026-08-03