Simplify Aggregate Bond ETF (AGGH) Performance
AGGH total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −2.3% since Dec 31, 2025
- 1 year
- −1.6% total return
- 3 years
- +5.3% a year
- Since first price
- +1.5% a year since 2022
AGGH trailing returns vs AGG, TLT, SPY
| Period | AGGH total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −0.2% | −0.8% | +0.9% | +1.5% | −1.0% |
| 3 months | −1.9% | −3.7% | −0.4% | −1.0% | +3.2% |
| 6 months | −3.1% | −6.5% | −1.5% | −3.8% | +7.8% |
| YTD | −2.3% | −7.4% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.6% | −8.5% | −1.1% | −6.9% | +14.4% |
| 3 years | +16.8%+5.3%/yr | −8.6% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionFeb 15, 2022 | +7.1%+1.5%/yr | −23.2% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: AGGH vs AGG
From Feb 15, 2022: AGGH grew to $10,705, AGG to $10,303.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
AGGH returns by calendar year
3 of 3 full years positive. Best 2023 (+8.5%), worst 2024 (+2.0%). 2026 is year to date.
AGGH annual returns table
| Year | AGGH | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −2.3% | −6.3% | −1.0% | −3.4% | +12.3% |
| 2025 | +8.2% | −6.5% | +7.2% | +4.3% | +17.7% |
| 2024 | +2.0% | −5.6% | +1.3% | −8.1% | +24.9% |
| 2023 | +8.5% | −8.7% | +5.7% | +2.8% | +26.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
AGGH largest drawdowns
Now 4.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 1, 2022 | −13.3% | Oct 20, 2022 | Aug 2, 2024 | 8 months | 2.4 years |
| Sep 4, 2024 | −6.7% | Jan 14, 2025 | Apr 1, 2025 | 4 months | 7 months |
| Apr 3, 2025 | −6.5% | May 22, 2025 | Aug 22, 2025 | 49 days | 5 months |
| Feb 27, 2026 | −6.3% | Oct 5, 2026 | not yet | 7 months | 8 months so far |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
AGGH risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +4.3% | +1.0% |
| Volatility (annualized) | 7.1% | 7.2% |
| Sharpe ratio | 0.01 | -0.38 |
| Sortino ratio | 0.02 | -0.48 |
| Best month | +4.3% | +4.3% |
| Worst month | −4.5% | −4.5% |
| Best 12 months | +12.3% | +12.3% |
| Worst 12 months | −1.7% | −10.1% |
| Positive months | 64% | 56% |
| Beta vs S&P 500 | 0.25 | — |
| Correlation with S&P 500 | 0.44 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
AGGH rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 45 | −10.1% | +4.2% | +12.3% | 87% |
| 3-year (a year) | 21 | +1.3% | +4.6% | +7.1% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
AGGH performance overview
Simplify Aggregate Bond ETF (AGGH) returned −1.6% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +1.5% a year, turning $10,000 into about $10,705. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −13.3%, from Mar 1, 2022 to Oct 20, 2022, and it took 1.8 years to get back to the old high. AGGH finished 3 of its 3 full calendar years with a gain; the best year was 2023 (+8.5%) and the worst 2024 (+2.0%). Volatility has been 7.2% a year.
Related: AGGH chart, AGGH dividends, AGGH bond profile. See the AGGH overview for the latest quote and fund facts.
AGGH performance FAQ
What is the AGGH return over the past year?
AGGH returned −1.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 8.5%.
How much would $10,000 invested in AGGH be worth?
$10,000 invested in AGGH at its first recorded close on February 15, 2022 would be worth about $10,705 on October 23, 2026 with distributions reinvested.
What was the worst year for AGGH?
The worst calendar year was 2024, with a total return of +2.0%. The best was 2023 at +8.5%.
What is the biggest drawdown of AGGH?
The largest peak-to-trough decline was −13.3% between March 1, 2022 and October 20, 2022. It recovered to the old high on August 2, 2024, 1.8 years after the bottom.
How volatile is AGGH?
Over the past 3 years AGGH had an annualized volatility of 7.1% and a Sharpe ratio of 0.01 (excess return over 1–3 month T-bills per unit of risk).