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TESLSimplify Volt TSLA Revolution ETF

Get income5y track recordRanked #1,387 of 1,706 in this goal

Seeks long-term capital appreciation.

By Simplify Asset Management · Launched 2020

Annual Cost

0.97%

#5,177 of 6,040 · expensive

Fund Size

$16M

#4,714 of 6,040 · small

Return (1Y)

-35.5%

Track Record

5 years

#2,236 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$6,415-35.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 83.9% of fundconcentrated

Tesla Inc
42.7%
United States Treasury Bills
24.5%
United States Treasury Bills
8.0%
United States Treasury Bills
7.5%
THE OPTIONS CLEARING CORPORATIONSPXW 260417P06200000
0.5%
DREYFUS TRSY OBLIG CASH MDTRXX
0.4%
THE OPTIONS CLEARING CORPORATIONSPXW 260417P06000000
0.1%
THE OPTIONS CLEARING CORPORATIONSPXW 260417P05900000
0.1%
THE OPTIONS CLEARING CORPORATIONSPXW 260618C07300000
0.0%
THE OPTIONS CLEARING CORPORATIONSPXW 260417C07275000
0.0%

Asset allocation

Bonds
56.1%
Stocks
25.6%
Cash
12.3%
Other
6.1%

By sector

Consumer Cyclical
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
55.3%High

Year-on-year price swings

Max drawdown
-69.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.68Decent risk-adjusted returns
Sortino (3Y)
1.11Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages an ETF investing primarily in Tesla common stock and related instruments, targeting at least 80% of net assets in Tesla-related assets. The strategy amplifies exposure based on momentum indicators, aiming for aggressive, bullish, or neutral positions.
Inception date
December 28, 2020
Fund family
Simplify Asset Management

Next steps

Save TESL to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18