MAXISimplify Bitcoin Strategy ETF
Seeks income and capital appreciation.
By Simplify Asset Management · Launched 2022
Annual Cost
1.31%
#5,752 of 6,040 · expensive
Fund Size
$36M
#4,085 of 6,040 · small
Return (1Y)
-47.1%
Track Record
3 years
#2,748 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$5,403-46.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
CryptocurrencyStrategy
Option income
Holdings
By weightConcentration
Top 10 holdings = 493.5% of fundconcentrated
United States Treasury Bills
401.7%
iShares Bitcoin Trust ETF
90.8%
THE OPTIONS CLEARING CORPORATIONIBIT 260410C00042000
0.6%
DREYFUS TRSY OBLIG CASH MDTRXX
0.4%
THE OPTIONS CLEARING CORPORATIONSPXW 260618C07300000
0.1%
THE OPTIONS CLEARING CORPORATIONSPXW 260417C07275000
0.0%
THE OPTIONS CLEARING CORPORATIONSPXW 260417C07200000
0.0%
THE OPTIONS CLEARING CORPORATIONSPXW 260417C07380000
0.0%
THE OPTIONS CLEARING CORPORATIONSPXW 260331C07350000
0.0%
THE OPTIONS CLEARING CORPORATIONSPXW 260417C07275000
0.0%
Asset allocation
Other
101.5%
Stocks
11.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
71.0%High
Year-on-year price swings
Max drawdown
-69.6%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.63Decent risk-adjusted returns
Sortino (3Y)
0.95Moderate downside risk
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks income and capital appreciation.
- Strategy
- Actively managed ETF focused on Bitcoin-related instruments, including futures, ETPs, and options, aiming for capital gains and income. Invests primarily in U.S.-regulated securities and utilizes leverage through reverse repurchase agreements.
- Inception date
- September 29, 2022
- Fund family
- Simplify Asset Management
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Data updated on 2026-09-18