TUASimplify Short Term Treasury Futures Strategy ETF
Seeks total return that matches or outperforms the ICE US Treasury 7-10 Year Bond Index on a calendar quarter basis.
By Simplify Asset Management · Launched 2022
Annual Cost
0.25%
#1,139 of 5,861 · low cost
Fund Size
$751M
#1,298 of 5,861 · large
Dividend YieldGoal
3.33%
Track Record
3 years
#2,787 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,550-4.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 7 holdings = 96.8% of fundconcentrated
Simplify Exchange Traded Funds
86.4%
United States Treasury Bills
6.2%
United States Treasury Bills
3.6%
DREYFUS TRSY OBLIG CASH MDTRXX
2.7%
United States Treasury Bills
0.5%
United States Treasury Bills
0.4%
BOARD OF TRADE OF THE CITY OF CHICAGO, INC.ZTM6
-3.0%
Asset allocation
Bonds
89.8%
Cash
10.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
6.6%Low
Year-on-year price swings
Max drawdown
-15.9%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
-0.27Below average
Sortino (3Y)
-0.39Moderate downside risk
Bond profile
Credit ratings
US Government
92.1%
AA
100.0%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks total return that matches or outperforms the ICE US Treasury 7-10 Year Bond Index on a calendar quarter basis.
- Strategy
- Actively managed ETF that invests primarily in U.S. Treasury futures, options, and government securities to achieve total return. Engages in quarterly rebalancing to align with the ICE US Treasury 7-10 Year Bond Index.
- Inception date
- November 14, 2022
- Fund family
- Simplify Asset Management
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Data updated on 2026-08-05