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PINKSimplify Health Care ETF

Grow my money4y track recordRanked #917 of 2,992 in this goal

Seeks long-term capital appreciation.

By Simplify Asset Management · Launched 2021

Annual Cost

0.51%

#2,794 of 5,854 · average

Fund Size

$359M

#1,852 of 5,854 · large

Return (1Y)Goal

+31.7%

Track Record

4 years

#2,458 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$13,425+34.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Factor

Growth

What it actually holds

By weight

Concentration

Top 10 holdings = 53.8% of fundmoderately concentrated

United Therapeutics Corporation
8.8%
Align Technology Inc.
7.9%
Eli Lilly & Co.
6.6%
Chugai Pharmaceutical Co Ltd.
5.2%
Novo Nordisk A/S
5.2%
AbbVie Inc.
4.6%
Jazz Pharmaceuticals PLC
4.2%
PURECYCLE TECHNOLOGIES INC
4.0%
Thermo Fisher Scientific Inc
3.7%
Gilead Sciences Inc.
3.7%

Asset allocation

Stocks
99.5%
Cash
0.5%

By sector

Healthcare
92.7%
Industrials
7.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
18.7%Moderate

Year-on-year price swings

Max drawdown
-18.8%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.62Decent risk-adjusted returns
Sortino (3Y)
0.90Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Invests primarily in securities of U.S. health care companies across all capitalizations, following a growth investment strategy while also considering value opportunities. Targets companies developing effective medicines and improving health care quality.
Inception date
October 7, 2021
Fund family
Simplify Asset Management

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Data updated on 2026-08-03