U
Simplify Opportunistic Income ETF CRDT
NYSE Arca
Recommendation
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Closing Price
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CRDT - NYSE Arca Click to
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Rating U
Reward Index Unrated
Reward Grade U
Risk Index Unrated
Risk Grade U
Valuation CRDT - NYSE Arca Click to
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Price $25.75
Company Info CRDT - NYSE Arca Click to
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Provider Simplify Asset Management
Manager/Tenure (Years) David Berns (1), Joe Hegener (1), Ken Miller (1), 1 other
Website http://https://www.simplify.us/
Phone Number --
Fund Information CRDT - NYSE Arca Click to
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Fund Name Simplify Opportunistic Income ETF
Category Multisector Bond
Sub-Category US Fixed Income
Prospectus Objective Income
Inception Date Jun 26, 2023
Open/Closed To New Investors Open
Minimum Initial Investment --
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares CRDT - NYSE Arca Click to
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Dividend Yield 6.99%
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Dividend Yield (Forward) 10.71%
Asset Allocation CRDT - NYSE Arca Click to
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Cash 15.87%
Stock 7.14%
U.S. Stock 6.87%
Non-U.S. Stock 0.27%
Bond 68.13%
U.S. Bond 50.85%
Non-U.S. Bond 17.28%
Preferred 7.42%
Convertible 1.45%
Other Net 0.00%
Price History CRDT - NYSE Arca Click to
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7-Day Total Return -0.53%
30-Day Total Return 1.72%
60-Day Total Return 3.00%
90-Day Total Return 5.33%
Year to Date Total Return 3.72%
1-Year Total Return 7.90%
2-Year Total Return --
3-Year Total Return --
5-Year Total Return --
Price CRDT - NYSE Arca Click to
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Closing Price $25.81
1-Month Low Price $25.52
1-Month High Price $25.98
52-Week Low Price $24.57
52-Week Low Price (Date) May 29, 2024
52-Week High Price $25.98
52-Week High Price (Date) Feb 28, 2025
NAV CRDT - NYSE Arca Click to
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1-Month Low NAV $25.41
1-Month High NAV $25.88
52-Week Low NAV $24.52
52-Week Low NAV (Date) May 29, 2024
52-Week High NAV $25.88
52-Week High Price (Date) Feb 28, 2025
Beta / Standard Deviation CRDT - NYSE Arca Click to
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Beta --
Standard Deviation --
Balance Sheet CRDT - NYSE Arca Click to
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Total Assets 86.06M
Operating Ratios CRDT - NYSE Arca Click to
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Expense Ratio 1.48%
Turnover Ratio 322.00%
Performance CRDT - NYSE Arca Click to
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Last Bull Market Total Return 4.93%
Last Bear Market Total Return --
Weiss Ratings