Simplify Stable Income ETF (BUCK) Performance
BUCK total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +2.1% since Dec 31, 2025
- 1 year
- +3.1% total return
- 3 years
- +4.7% a year
- Since first price
- +4.6% a year since 2022
BUCK trailing returns vs SPY, QQQ, AGG
| Period | BUCK total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.5% | −1.5% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.3% | −1.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +0.6% | −2.5% | +7.8% | +8.4% | −1.5% |
| YTD | +2.1% | −2.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +3.1% | −3.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +14.7%+4.7%/yr | −8.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionOct 28, 2022 | +19.8%+4.6%/yr | −8.2% | — | — | — |
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: BUCK vs SPY
From Oct 28, 2022: BUCK grew to $11,978, SPY to $20,575.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BUCK returns by calendar year
3 of 3 full years positive. Best 2024 (+7.2%), worst 2025 (+4.1%). 2026 is year to date.
BUCK annual returns table
| Year | BUCK | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +2.1% | −1.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +4.1% | −5.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +7.2% | −2.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +4.6% | −0.6% | +26.2% | +54.9% | +5.7% |
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.
BUCK risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +4.8% | +4.8% |
| Volatility (annualized) | 3.0% | 2.6% |
| Sharpe ratio | 0.13 | 0.13 |
| Sortino ratio | 0.16 | 0.16 |
| Best month | +1.9% | +1.9% |
| Worst month | −3.4% | −3.4% |
| Best 12 months | +7.6% | +7.6% |
| Worst 12 months | +2.7% | +2.7% |
| Positive months | 86% | 89% |
| Beta vs S&P 500 | 0.07 | — |
| Correlation with S&P 500 | 0.28 | — |
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.
BUCK rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 37 | +2.7% | +5.1% | +7.6% | 100% |
| 3-year (a year) | 13 | +4.6% | +5.3% | +5.4% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
BUCK performance overview
Simplify Stable Income ETF (BUCK) returned +3.1% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +4.6% a year, turning $10,000 into about $11,978. Over the same year S&P 500 (SPY) returned +14.4%.
Related: BUCK chart, BUCK dividends. See the BUCK overview for the latest quote and fund facts.
BUCK performance FAQ
What is the BUCK return over the past year?
BUCK returned +3.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 3.7%.
How much would $10,000 invested in BUCK be worth?
$10,000 invested in BUCK at its first recorded close on October 28, 2022 would be worth about $11,978 on October 23, 2026 with distributions reinvested.
What was the worst year for BUCK?
The worst calendar year was 2025, with a total return of +4.1%. The best was 2024 at +7.2%.
How volatile is BUCK?
Over the past 3 years BUCK had an annualized volatility of 3.0% and a Sharpe ratio of 0.13 (excess return over 1–3 month T-bills per unit of risk).