SURISimplify Propel Opportunities ETF

Diversifier#174 of 228 for Diversifier

Seeks long-term capital appreciation.

Simplify Asset Management · Since 2023 (3 years)

Annual Cost

2.57%

#5302 out of 5,332 ETFs

Fund Size

$69M

#3063 out of 5,332 ETFs

Dividend Yield

17.41%

Track Record

3 years

#3022 out of 5,332 ETFs

Performance

1 Year

+37.7%

3 Years

+6.8%

5 Years

N/A

What's inside

Asset class

alternative

Strategy

multi strategy

Asset allocation

Stocks

97.0%

Cash

1.9%

Bonds

1.1%

Top holdings

Plains GP Holdings LP Class APAGP44.4%

Achieve Life Sciences IncACHV5.0%

Phathom Pharmaceuticals Inc Ordinary sharesPHAT4.2%

Delcath Systems IncDCTH3.5%

Abeona Therapeutics IncABEO3.2%

Celldex Therapeutics IncCLDX3.1%

Milestone Pharmaceuticals IncMIST2.6%

Oculis Holding AGOCS2.5%

LeonaBio IncLONA2.2%

Risk profile

Volatility (1Y)

22.9%

High

Max drawdown

-47.8%

Worst peak-to-trough loss

Sharpe (3Y)

0.25

Below average

Sortino (3Y)

0.35

Moderate downside risk

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