PFIXSimplify Interest Rate Hedge ETF

Diversifier#27 of 228 for Diversifier

Seeks to hedge against rising long-term interest rates and benefit from market stress while providing potential income.

Simplify Asset Management · Since 2021 (4 years)

Annual Cost

0.50%

#2384 out of 5,332 ETFs

Fund Size

$186M

#2179 out of 5,332 ETFs

Dividend Yield

4.82%

Track Record

4 years

#2427 out of 5,332 ETFs

Performance

1 Year

-3.2%

3 Years

+15.7%

5 Years

N/A

What's inside

Asset class

alternative

Region

north america

Strategy

tactical allocation

Asset allocation

Cash

52.8%

Bonds

47.2%

Top holdings

Simplify Government Money Market ETFSBIL26.3%

Risk profile

Volatility (1Y)

31.7%

High

Max drawdown

-36.2%

Worst peak-to-trough loss

Sharpe (3Y)

0.48

Below average

Sortino (3Y)

0.74

Moderate downside risk

Similar ETFs

CDX

Simplify High Yield ETF

TER 0.25%3Y +7.8%

Diversifier

TUA

Simplify Short Term Treasury Futures Strategy ETF

TER 0.25%3Y -2.3%

Get income

SBAR

Simplify Barrier Income ETF

TER 0.75%3Y N/A