Simplify Bitcoin Strategy ETF
MAXI
NASDAQ
| Weiss Ratings | MAXI - NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Valuation | MAXI - NASDAQ | Click to Compare |
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| Price | $12.23 | |||
| Company Info | MAXI - NASDAQ | Click to Compare |
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| Provider | Simplify Asset Management | |||
| Manager/Tenure (Years) | David Berns (4), Emilio Freire (2), Jeffrey A. Schwarte (0) | |||
| Website | http://https://www.simplify.us/ | |||
| Phone Number | -- | |||
| Fund Information | MAXI - NASDAQ | Click to Compare |
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| Fund Name | Simplify Bitcoin Strategy ETF | |||
| Category | Digital Assets | |||
| Sub-Category | Alternative Miscellaneous | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 29, 2022 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | -- | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MAXI - NASDAQ | Click to Compare |
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| Dividend Yield | 19.16% | |||
| Dividend | MAXI - NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | MAXI - NASDAQ | Click to Compare |
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| Cash | -146.83% | |||
| Stock | 8.35% | |||
| U.S. Stock | 8.35% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 132.88% | |||
| U.S. Bond | 132.88% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 105.60% | |||
| Price History | MAXI - NASDAQ | Click to Compare |
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| 7-Day Total Return | -17.93% | |||
| 30-Day Total Return | -25.35% | |||
| 60-Day Total Return | -18.94% | |||
| 90-Day Total Return | 29.38% | |||
| Year to Date Total Return | -18.21% | |||
| 1-Year Total Return | -48.12% | |||
| 2-Year Total Return | -23.73% | |||
| 3-Year Total Return | 36.42% | |||
| 5-Year Total Return | -- | |||
| Price | MAXI - NASDAQ | Click to Compare |
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| Closing Price | $13.42 | |||
| 1-Month Low Price | $13.23 | |||
| 1-Month High Price | $15.45 | |||
| 52-Week Low Price | $8.30 | |||
| 52-Week Low Price (Date) | Jun 30, 2026 | |||
| 52-Week High Price | $24.74 | |||
| 52-Week High Price (Date) | Oct 31, 2025 | |||
| NAV | MAXI - NASDAQ | Click to Compare |
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| 1-Month Low NAV | $13.26 | |||
| 1-Month High NAV | $15.47 | |||
| 52-Week Low NAV | $8.33 | |||
| 52-Week Low NAV (Date) | Jun 30, 2026 | |||
| 52-Week High NAV | $24.74 | |||
| 52-Week High Price (Date) | Oct 31, 2025 | |||
| Beta / Standard Deviation | MAXI - NASDAQ | Click to Compare |
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| Beta | 2.29 | |||
| Standard Deviation | 69.02 | |||
| Balance Sheet | MAXI - NASDAQ | Click to Compare |
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| Total Assets | 37.87M | |||
| Operating Ratios | MAXI - NASDAQ | Click to Compare |
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| Expense Ratio | 1.31% | |||
| Turnover Ratio | 111.00% | |||
| Performance | MAXI - NASDAQ | Click to Compare |
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| Last Bull Market Total Return | -50.93% | |||
| Last Bear Market Total Return | -- | |||