FOXYSimplify Currency Strategy ETF

Diversifier1y track recordRanked #101 of 281 in this goal

Seeks long term capital appreciation.

By Simplify Asset Management · Launched 2025

Annual Cost

0.81%

#4,555 of 6,040 · expensive

Fund Size

$352M

#1,939 of 6,040 · large

Return (1Y)

+10.0%

Track Record

1 year

#4,059 of 6,040 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,050+10.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Currency

Holdings

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

57.0%

Bonds

43.0%

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

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