Simplify Opportunistic Income ETF
CRDT
NYSE Arca
| Weiss Ratings | CRDT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Valuation | CRDT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Price | $25.75 | |||
| Company Info | CRDT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| 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 Compare |
Click to Compare |
Click to Compare |
| 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 Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 6.99% | |||
| Dividend | CRDT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 10.71% | |||
| Asset Allocation | CRDT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| 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 Compare |
Click to Compare |
Click to Compare |
| 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 Compare |
Click to Compare |
Click to Compare |
| 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 Compare |
Click to Compare |
Click to Compare |
| 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 Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | CRDT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 86.06M | |||
| Operating Ratios | CRDT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.48% | |||
| Turnover Ratio | 322.00% | |||
| Performance | CRDT - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 4.93% | |||
| Last Bear Market Total Return | -- | |||
