C000259701 Performance — Simplify Piper Sandler US Small-Cap PLUS Income ETF
Data updated: 2026-09-11
C000259701 returned +17.56% year to date and +27.16% over one year to Jun 2026. Over one year the fund trailed its US Small Blend category average: $100 grew to $127, against $133 for the category. Volatility over the past 12 months was 16.34% a year. In the 12 months to Jun 2026 the fund took in a net $1.4M, and assets reached $6.87M.
C000259701 Growth of $100
What $100 invested in Simplify Piper Sandler US Small-Cap PLUS Income ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Blend category average over the same months.
| Period | C000259701 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $127 | $133 |
| Since data start (Apr 2025 – Jun 2026) | $140 | $142 |
C000259701 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +17.56% |
| 1 year | +27.16% |
C000259701 Annual Returns
Calendar-year total returns of Simplify Piper Sandler US Small-Cap PLUS Income ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +17.56% |
| 2025 (Apr–Dec) | +19.26% |
C000259701 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +1.0% | −5.7% | +9.7% | +1.0% | +9.1% | — | — | — | — | — | — |
| 2025 | — | — | — | −0.4% | +5.8% | +4.7% | −3.3% | +7.4% | −0.3% | −0.6% | +4.1% | +1.0% |
C000259701 Risk
Risk measures from monthly returns over Jul 2025 – Jun 2026.
- 1-year volatility (annualised): 16.34%
- Best month: +9.67% (Apr 2026)
- Worst month: −5.69% (Mar 2026)
C000259701 Fund Flows
Monthly money in and out of Simplify Piper Sandler US Small-Cap PLUS Income ETF, from SEC Form N-PORT.
- 12-month net flow: $1.4M
- 12-month gross sales (incl. reinvestments): $23.6M
- Sales ÷ redemptions: 1.07×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $2.4M | $1.6M | $792K |
| May 2026 | $2.3M | $2.4M | −$28K |
| Apr 2026 | $727K | $1.5M | −$771K |
| Mar 2026 | $2.3M | $2.3M | $24K |
| Feb 2026 | $2.3M | $2.3M | $17K |
| Jan 2026 | $1.5M | $1.5M | −$11K |
| Dec 2025 | $2.2M | $2.2M | $3K |
| Nov 2025 | $1.4M | $1.4M | $6K |
| Oct 2025 | $0 | $0 | $0 |
| Sep 2025 | $5.0M | $5.0M | $20K |
| Aug 2025 | $1.3M | $1.3M | −$191 |
| Jul 2025 | $2.1M | $691K | $1.4M |
C000259701 Assets Under Management
Net assets of Simplify Piper Sandler US Small-Cap PLUS Income ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $6.87M |
| 2026-03-31 | $5.72M |
| 2025-12-31 | $5.90M |
| 2025-09-30 | $5.70M |
| 2025-06-30 | $4.13M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.