Simplify Gold Strategy PLUS Income ETF (YGLD) Performance
YGLD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −25.2% since Dec 31, 2025
- 1 year
- −22.4% total return
- Since first price
- +43.9% since 2024
YGLD trailing returns vs SPY, QQQ, AGG
| Period | YGLD total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −11.8% | −12.7% | −1.0% | −5.0% | +0.9% |
| 3 months | −7.0% | −9.6% | +3.2% | +1.9% | −0.4% |
| 6 months | −25.8% | −30.0% | +7.8% | +8.4% | −1.5% |
| YTD | −25.2% | −31.4% | +12.3% | +15.1% | −1.0% |
| 1 year | −22.4% | −35.6% | +14.4% | +15.9% | −1.1% |
| Since inceptionDec 3, 2024 | +43.9% | +14.3% | — | — | — |
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: YGLD vs SPY
From Dec 3, 2024: YGLD grew to $14,393, SPY to $12,875.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
YGLD returns by calendar year
1 of 1 full years positive. Best 2025 (+100.8%), worst 2025 (+100.8%). 2026 is year to date.
YGLD annual returns table
| Year | YGLD | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −25.2% | −46.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +100.8% | −15.2% | +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.
YGLD largest drawdowns
Now 46.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 28, 2026 | −46.0% | Oct 23, 2026 | not yet | 9 months | 9 months so far |
| Oct 20, 2025 | −15.2% | Nov 4, 2025 | Dec 23, 2025 | 15 days | 2 months |
| Dec 11, 2024 | −10.5% | Dec 19, 2024 | Jan 24, 2025 | 8 days | 44 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
YGLD risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +31.2% |
| Volatility (annualized) | 38.0% |
| Sharpe ratio | 0.81 |
| Sortino ratio | 1.26 |
| Best month | +17.2% |
| Worst month | −23.2% |
| Best 12 months | +135.2% |
| Worst 12 months | −8.9% |
| Positive months | 62% |
| 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.
YGLD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 11 | −19.1% | +33.4% | +135.2% | 82% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
YGLD performance overview
Simplify Gold Strategy PLUS Income ETF (YGLD) returned −22.4% over the past year, with distributions reinvested. Since its first recorded price on Dec 3, 2024 it has returned +43.9%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −46.0%, from Jan 28, 2026 to Oct 23, 2026; the fund has not yet regained that high. Volatility has been 38.0% a year.
Related: YGLD chart, YGLD dividends. See the YGLD overview for the latest quote and fund facts.
YGLD performance FAQ
What is the YGLD return over the past year?
YGLD returned −22.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 35.6%.
How much would $10,000 invested in YGLD be worth?
$10,000 invested in YGLD at its first recorded close on December 3, 2024 would be worth about $14,393 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of YGLD?
The largest peak-to-trough decline was −46.0% between January 28, 2026 and October 23, 2026. It has not yet recovered to that high; it is 46.0% below its peak.
How volatile is YGLD?
Over the past history YGLD had an annualized volatility of 38.0% and a Sharpe ratio of 0.81 (excess return over 1–3 month T-bills per unit of risk).