WUSA Performance — Simplify Wolfe US Equity 150/50 ETF
Data updated: 2025-05-23
In the 12 months to Mar 2025 the fund took in a net $26.8M, and assets reached $23.86M.
WUSA Growth of $100
What $100 invested in Simplify Wolfe US Equity 150/50 ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Short-Term Government Bond category average over the same months.
| Period | WUSA | Category average |
|---|---|---|
| Since data start (Sep 2024 – Mar 2025) | $95 | $103 |
WUSA Annual Returns
Calendar-year total returns of Simplify Wolfe US Equity 150/50 ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2025 (Jan–Mar) | −8.75% |
| 2024 (Sep–Dec) | +4.58% |
WUSA 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +1.1% | −4.0% | −5.9% | — | — | — | — | — | — | — | — | — |
| 2024 | — | — | — | — | — | — | — | — | +0.5% | −2.3% | +8.4% | −1.7% |
WUSA Risk
Risk measures from monthly returns over Sep 2024 – Mar 2025.
- Best month: +8.40% (Nov 2024)
- Worst month: −5.92% (Mar 2025)
WUSA Fund Flows
Monthly money in and out of Simplify Wolfe US Equity 150/50 ETF, from SEC Form N-PORT.
- 12-month net flow: $26.8M
- 12-month gross sales (incl. reinvestments): $29.8M
- Sales ÷ redemptions: 9.80×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Mar 2025 | $0 | $2.4M | −$2.4M |
| Feb 2025 | $0 | $0 | $0 |
| Jan 2025 | $0 | $0 | $0 |
| Dec 2024 | $26.7M | $0 | $26.7M |
| Nov 2024 | $0 | $0 | $0 |
| Oct 2024 | $622K | $628K | −$6K |
| Sep 2024 | $2.5M | $0 | $2.5M |
| Aug 2024 | $0 | $0 | $0 |
| Jul 2024 | $0 | $0 | $0 |
WUSA Assets Under Management
Net assets of Simplify Wolfe US Equity 150/50 ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2025-03-31 | $23.86M |
| 2024-12-31 | $28.76M |
| 2024-09-30 | $2.51M |
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 Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date.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.