Simplify Asset Management

Statistics as of May 27, 2025

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Found total of 38 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.00%
TTM Yield
17.4%
3yr Sharpe
0.15
YTD Return
-7.7%
3yr Return
28.5%
1yr Return
-6.8%
Total Assets
$918M
6M Money Flow
-$123M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
0.27
YTD Return
1.4%
3yr Return
46.2%
1yr Return
8.9%
Total Assets
$122M
6M Money Flow
$109M
Large Blend
Expense Ratio
0.00%
TTM Yield
1.0%
3yr Sharpe
0.26
YTD Return
9.7%
3yr Return
32.5%
1yr Return
16.8%
Total Assets
$86M
6M Money Flow
-$31M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
0.31
YTD Return
5.0%
3yr Return
39.4%
1yr Return
13.6%
Total Assets
$80M
6M Money Flow
-$3M
Large Blend
Expense Ratio
0.00%
TTM Yield
18.0%
3yr Sharpe
-
YTD Return
-4.7%
3yr Return
-
1yr Return
2.9%
Total Assets
$3M
6M Money Flow
-$327K
Large Blend
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
-
YTD Return
6.1%
3yr Return
-
1yr Return
21.2%
Total Assets
$1M
6M Money Flow
-$782K
Large Growth
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.29
YTD Return
8.8%
3yr Return
142.5%
1yr Return
144.0%
Total Assets
$34M
6M Money Flow
$15M
Large Value
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
-
YTD Return
1.4%
3yr Return
-
1yr Return
6.8%
Total Assets
$1M
6M Money Flow
-$94K
India Equity
Expense Ratio
0.00%
TTM Yield
7.3%
3yr Sharpe
-
YTD Return
-0.2%
3yr Return
-
1yr Return
9.3%
Total Assets
$9M
6M Money Flow
-$6M
China Region
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
12.8%
3yr Return
-
1yr Return
-
Total Assets
$11M
6M Money Flow
-
Health
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
0.09
YTD Return
-3.9%
3yr Return
11.1%
1yr Return
-2.1%
Total Assets
$132M
6M Money Flow
-$28M
Health
Expense Ratio
0.00%
TTM Yield
22.8%
3yr Sharpe
-
YTD Return
-2.3%
3yr Return
-
1yr Return
-23.8%
Total Assets
$63M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
2.9%
3yr Sharpe
-
YTD Return
16.2%
3yr Return
5.1%
1yr Return
15.3%
Total Assets
$10M
6M Money Flow
-$4M
Systematic Trend
Expense Ratio
0.00%
TTM Yield
4.8%
3yr Sharpe
0.30
YTD Return
-1.9%
3yr Return
23.0%
1yr Return
2.1%
Total Assets
$1B
6M Money Flow
$691M
Equity Market Neutral
Expense Ratio
0.00%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
6.8%
3yr Return
-
1yr Return
-2.0%
Total Assets
$4M
6M Money Flow
-$74M
Equity Hedged
Expense Ratio
0.00%
TTM Yield
1.2%
3yr Sharpe
0.77
YTD Return
-0.2%
3yr Return
38.1%
1yr Return
9.4%
Total Assets
$349M
6M Money Flow
$182M
Equity Hedged
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.5%
3yr Return
-
1yr Return
-
Total Assets
$42M
6M Money Flow
-
Equity Hedged
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
3.0%
3yr Return
-
1yr Return
-
Total Assets
$31M
6M Money Flow
-
Multistrategy
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
-
YTD Return
-7.5%
3yr Return
-
1yr Return
-10.6%
Total Assets
$99M
6M Money Flow
-$7M
Derivative Income
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.8%
3yr Return
-
1yr Return
-
Total Assets
$3M
6M Money Flow
-
Single Currency
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.2%
3yr Return
-
1yr Return
-
Total Assets
$14M
6M Money Flow
-
Commodities Broad Basket
Expense Ratio
0.00%
TTM Yield
3.3%
3yr Sharpe
-
YTD Return
3.5%
3yr Return
-
1yr Return
11.9%
Total Assets
$32M
6M Money Flow
$27M
Commodities Focused
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
45.5%
3yr Return
-
1yr Return
-
Total Assets
$29M
6M Money Flow
-
Digital Assets
Expense Ratio
0.00%
TTM Yield
22.0%
3yr Sharpe
-
YTD Return
23.8%
3yr Return
-
1yr Return
51.5%
Total Assets
$57M
6M Money Flow
$14M
Digital Assets
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
0.70
YTD Return
2.2%
3yr Return
80.6%
1yr Return
17.4%
Total Assets
$42M
6M Money Flow
-$7M
Ultrashort Bond
Expense Ratio
0.00%
TTM Yield
7.7%
3yr Sharpe
-
YTD Return
-1.6%
3yr Return
-
1yr Return
2.6%
Total Assets
$327M
6M Money Flow
$112M
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
6.8%
3yr Sharpe
-
YTD Return
7.9%
3yr Return
-
1yr Return
6.1%
Total Assets
$184M
6M Money Flow
-$154M
High Yield Bond
Expense Ratio
0.00%
TTM Yield
11.2%
3yr Sharpe
0.49
YTD Return
8.2%
3yr Return
25.4%
1yr Return
14.3%
Total Assets
$178M
6M Money Flow
$46M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
4.4%
3yr Sharpe
-
YTD Return
3.0%
3yr Return
-
1yr Return
7.6%
Total Assets
$686M
6M Money Flow
$173M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
7.6%
3yr Sharpe
-0.24
YTD Return
-0.6%
3yr Return
4.6%
1yr Return
4.0%
Total Assets
$312M
6M Money Flow
$63M
Intermediate Government
Expense Ratio
0.00%
TTM Yield
5.8%
3yr Sharpe
-
YTD Return
2.0%
3yr Return
-
1yr Return
4.7%
Total Assets
$1B
6M Money Flow
$14M
Nontraditional Bond
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-
3yr Return
-
1yr Return
-
Total Assets
$25
6M Money Flow
-
Multisector Bond
Expense Ratio
0.00%
TTM Yield
6.9%
3yr Sharpe
-
YTD Return
-0.4%
3yr Return
-
1yr Return
5.8%
Total Assets
$109M
6M Money Flow
$28M
Long Government
Expense Ratio
0.00%
TTM Yield
4.4%
3yr Sharpe
-0.49
YTD Return
5.7%
3yr Return
-24.6%
1yr Return
7.1%
Total Assets
$152M
6M Money Flow
$30M
Inflation-Protected Bond
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
0.41
YTD Return
15.0%
3yr Return
132.4%
1yr Return
24.9%
Total Assets
$153M
6M Money Flow
-$30M
Inflation-Protected Bond
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-8.7%
3yr Return
-
1yr Return
-
Total Assets
$149M
6M Money Flow
-
Emerging Markets Bond
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
3.0%
3yr Return
-
1yr Return
-
Total Assets
$11M
6M Money Flow
$649K
Muni National Interm
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
3.6%
3yr Return
-
1yr Return
-
Total Assets
$84M
6M Money Flow
-$5M