Simplify Bitcoin Strategy PLUS Income 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 | $20.95 | |||
| Company Info | MAXI - NASDAQ | Click to Compare |
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| Provider | Simplify Asset Management | |||
| Manager/Tenure (Years) | David Berns (2), Emilio Freire (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 PLUS Income 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 | 42.45% | |||
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | MAXI - NASDAQ | Click to Compare |
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| Cash | 50.27% | |||
| Stock | 43.83% | |||
| U.S. Stock | 43.83% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 5.90% | |||
| U.S. Bond | 5.90% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MAXI - NASDAQ | Click to Compare |
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| 7-Day Total Return | 11.73% | |||
| 30-Day Total Return | 2.84% | |||
| 60-Day Total Return | -20.84% | |||
| 90-Day Total Return | -31.66% | |||
| Year to Date Total Return | -18.13% | |||
| 1-Year Total Return | 6.88% | |||
| 2-Year Total Return | 111.15% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | MAXI - NASDAQ | Click to Compare |
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| Closing Price | $20.95 | |||
| 1-Month Low Price | $15.44 | |||
| 1-Month High Price | $22.66 | |||
| 52-Week Low Price | $15.44 | |||
| 52-Week Low Price (Date) | Apr 08, 2025 | |||
| 52-Week High Price | $34.92 | |||
| 52-Week High Price (Date) | Dec 17, 2024 | |||
| NAV | MAXI - NASDAQ | Click to Compare |
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| 1-Month Low NAV | $15.32 | |||
| 1-Month High NAV | $22.63 | |||
| 52-Week Low NAV | $15.32 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $34.69 | |||
| 52-Week High Price (Date) | Dec 17, 2024 | |||
| Beta / Standard Deviation | MAXI - NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | MAXI - NASDAQ | Click to Compare |
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| Total Assets | 40.11M | |||
| Operating Ratios | MAXI - NASDAQ | Click to Compare |
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| Expense Ratio | 6.10% | |||
| Turnover Ratio | 0.00% | |||
| Performance | MAXI - NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 55.40% | |||
| Last Bear Market Total Return | -- | |||