Simplify Currency Strategy ETF (FOXY) Performance
FOXY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.5% since Dec 31, 2025
- 1 year
- +4.1% total return
- Since first price
- +22.2% since 2025
FOXY trailing returns vs SPY, QQQ, AGG
| Period | FOXY total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.1% | −0.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −3.6% | −5.9% | +3.2% | +1.9% | −0.4% |
| 6 months | −3.9% | −8.4% | +7.8% | +8.4% | −1.5% |
| YTD | +6.5% | −0.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +4.1% | −4.2% | +14.4% | +15.9% | −1.1% |
| Since inceptionFeb 4, 2025 | +22.2% | +7.9% | — | — | — |
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: FOXY vs SPY
From Feb 4, 2025: FOXY grew to $12,218, SPY to $12,877.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
FOXY returns by calendar year
2026 is year to date.
FOXY annual returns table
| Year | FOXY | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.5% | −8.2% | +12.3% | +15.1% | −1.0% |
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.
FOXY largest drawdowns
Now 7.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Apr 1, 2025 | −13.1% | Apr 11, 2025 | Aug 22, 2025 | 10 days | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
FOXY risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +11.5% |
| Volatility (annualized) | 12.0% |
| Sharpe ratio | 0.65 |
| Sortino ratio | 1.09 |
| Best month | +7.2% |
| Worst month | −5.5% |
| Best 12 months | +24.3% |
| Worst 12 months | +5.3% |
| Positive months | 58% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
FOXY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 9 | +5.3% | +19.9% | +24.3% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
FOXY performance overview
Simplify Currency Strategy ETF (FOXY) returned +4.1% over the past year, with distributions reinvested. Since its first recorded price on Feb 4, 2025 it has returned +22.2%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −13.1%, from Apr 1, 2025 to Apr 11, 2025, and it took 4 months to get back to the old high. Volatility has been 12.0% a year.
Related: FOXY chart, FOXY dividends. See the FOXY overview for the latest quote and fund facts.
FOXY performance FAQ
What is the FOXY return over the past year?
FOXY returned +4.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 4.2%.
How much would $10,000 invested in FOXY be worth?
$10,000 invested in FOXY at its first recorded close on February 4, 2025 would be worth about $12,218 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of FOXY?
The largest peak-to-trough decline was −13.1% between April 1, 2025 and April 11, 2025. It recovered to the old high on August 22, 2025, 4 months after the bottom.
How volatile is FOXY?
Over the past history FOXY had an annualized volatility of 12.0% and a Sharpe ratio of 0.65 (excess return over 1–3 month T-bills per unit of risk).