Simplify Opportunistic Income ETF
CRDT
NYSE Arca
| Weiss Ratings | CRDT - NYSE Arca | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Valuation | CRDT - NYSE Arca | Click to Compare |
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| Price | $23.66 | |||
| Company Info | CRDT - NYSE Arca | Click to Compare |
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| Provider | Simplify Asset Management | |||
| Manager/Tenure (Years) | David Berns (2), Joe Hegener (2), Ken Miller (2), 1 other | |||
| Website | http://https://www.simplify.us/ | |||
| Phone Number | -- | |||
| Fund Information | CRDT - NYSE Arca | Click to Compare |
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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 Compare |
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| Dividend Yield | 7.20% | |||
| Dividend | CRDT - NYSE Arca | Click to Compare |
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| Dividend Yield (Forward) | 10.88% | |||
| Asset Allocation | CRDT - NYSE Arca | Click to Compare |
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| Cash | 10.03% | |||
| Stock | 3.73% | |||
| U.S. Stock | 3.66% | |||
| Non-U.S. Stock | 0.07% | |||
| Bond | 63.91% | |||
| U.S. Bond | 58.00% | |||
| Non-U.S. Bond | 5.91% | |||
| Preferred | 20.18% | |||
| Convertible | 2.16% | |||
| Other Net | 0.00% | |||
| Price History | CRDT - NYSE Arca | Click to Compare |
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| 7-Day Total Return | -0.03% | |||
| 30-Day Total Return | -0.86% | |||
| 60-Day Total Return | 0.26% | |||
| 90-Day Total Return | 0.80% | |||
| Year to Date Total Return | -0.41% | |||
| 1-Year Total Return | 0.34% | |||
| 2-Year Total Return | 7.48% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | CRDT - NYSE Arca | Click to Compare |
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| Closing Price | $23.62 | |||
| 1-Month Low Price | $23.62 | |||
| 1-Month High Price | $24.05 | |||
| 52-Week Low Price | $23.62 | |||
| 52-Week Low Price (Date) | Sep 29, 2025 | |||
| 52-Week High Price | $25.98 | |||
| 52-Week High Price (Date) | Feb 28, 2025 | |||
| NAV | CRDT - NYSE Arca | Click to Compare |
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| 1-Month Low NAV | $23.64 | |||
| 1-Month High NAV | $24.03 | |||
| 52-Week Low NAV | $23.64 | |||
| 52-Week Low NAV (Date) | Sep 29, 2025 | |||
| 52-Week High NAV | $25.88 | |||
| 52-Week High Price (Date) | Feb 28, 2025 | |||
| Beta / Standard Deviation | CRDT - NYSE Arca | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | CRDT - NYSE Arca | Click to Compare |
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| Total Assets | 86.46M | |||
| Operating Ratios | CRDT - NYSE Arca | Click to Compare |
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| Expense Ratio | 1.48% | |||
| Turnover Ratio | 418.00% | |||
| Performance | CRDT - NYSE Arca | Click to Compare |
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| Last Bull Market Total Return | 4.93% | |||
| Last Bear Market Total Return | -- | |||