Simplify Bond Bull ETF (RFIX) Performance
RFIX total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.5% since Dec 31, 2025
- 1 year
- −9.7% total return
- Since first price
- −33.2% since 2024
RFIX trailing returns vs SPY, QQQ, AGG
| Period | RFIX total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +4.0% | +4.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.9% | −0.2% | +3.2% | +1.9% | −0.4% |
| 6 months | −2.8% | −4.6% | +7.8% | +8.4% | −1.5% |
| YTD | +6.5% | +3.7% | +12.3% | +15.1% | −1.0% |
| 1 year | −9.7% | −13.4% | +14.4% | +15.9% | −1.1% |
| Since inceptionDec 10, 2024 | −33.2% | −37.6% | — | — | — |
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: RFIX vs SPY
From Dec 10, 2024: RFIX grew to $6,680, SPY to $12,898.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
RFIX returns by calendar year
0 of 1 full years positive. Best 2025 (−28.4%), worst 2025 (−28.4%). 2026 is year to date.
RFIX annual returns table
| Year | RFIX | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.5% | −18.9% | +12.3% | +15.1% | −1.0% |
| 2025 | −28.4% | −34.4% | +17.7% | +20.8% | +7.2% |
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.
RFIX largest drawdowns
Now 33.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 10, 2024 | −38.9% | Sep 1, 2026 | not yet | 1.7 years | 1.9 years so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
RFIX risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | −17.6% |
| Volatility (annualized) | 20.9% |
| Sharpe ratio | -1.00 |
| Sortino ratio | -1.32 |
| Best month | +16.6% |
| Worst month | −10.9% |
| Best 12 months | −11.8% |
| Worst 12 months | −28.4% |
| Positive months | 29% |
| 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.
RFIX rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 11 | −28.4% | −17.6% | −6.7% | 0% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
RFIX performance overview
Simplify Bond Bull ETF (RFIX) returned −9.7% over the past year, with distributions reinvested. Since its first recorded price on Dec 10, 2024 it has returned −33.2%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −38.9%, from Dec 10, 2024 to Sep 1, 2026; the fund has not yet regained that high. Volatility has been 20.9% a year.
Related: RFIX chart, RFIX dividends. See the RFIX overview for the latest quote and fund facts.
RFIX performance FAQ
What is the RFIX return over the past year?
RFIX returned −9.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 13.4%.
How much would $10,000 invested in RFIX be worth?
$10,000 invested in RFIX at its first recorded close on December 10, 2024 would be worth about $6,680 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of RFIX?
The largest peak-to-trough decline was −38.9% between December 10, 2024 and September 1, 2026. It has not yet recovered to that high; it is 33.2% below its peak.
How volatile is RFIX?
Over the past history RFIX had an annualized volatility of 20.9% and a Sharpe ratio of -1.00 (excess return over 1–3 month T-bills per unit of risk).