PCRSimplify VettaFi Private Credit Strategy ETF

Grow my money Get incomeNewRanked #1,122 of 1,622 in this goal

Seeks income and capital appreciation.

By Simplify Asset Management · Launched 2025

Annual Cost

0.01%

#104 of 5,562 · low cost

Fund Size

$2M

#5,283 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

9 months

#4,767 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$8,312-16.9%

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

How Beacon categorizes this fund

Asset class

Strategy

Active selection

Focus

BDC

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-20.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks income and capital appreciation.
Strategy: Actively managed ETF combining two strategies: a private-credit strategy executed primarily via swaps tracking the VettaFi Private Credit Index (BDCs and CEFs invested in private credit), and a credit-hedge derivatives strategy. Invests at least 80% of net assets in index-linked BDC and CEF exposures.
Inception date: September 22, 2025
Fund family: Simplify Asset Management