Simplify Asset ManagementMultisector BondCRDT · NYSE Arca

Simplify Opportunistic Income ETF (CRDT)

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Price: $19.67; —12 Nov 2026
Assets: $28.1M; Total net assets
Expense ratio: 0.99%; Category 0.92%
Yield: 6.35%; Trailing distributions

1Y return: -10.8%-11.5%; Category 0.7%
3Y CAGR: -1.3%-7.1%; Category 5.8%
5Y CAGR: —; Category 1.5%

$19.67—12 Nov 2026

Fund

Assets: $28.1M
Expense: 0.99%
Categ. exp: 0.92%
Yield: 6.35%

ReturnFundCateg.

1Y-10.8%0.7%

3Y-1.3%5.8%

5Y—1.5%

Launch-0.8%—

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Simplify Opportunistic Income ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
ETF	-1.7%	-16.6%	-13.0%	-11.5%	-10.8%	-1.3%	—	—	-0.8%
Multisector Bond average	0.4%	-1.7%	-0.8%	-0.0%	0.7%	5.8%	1.5%	3.0%	2.6%
Difference	-2.1%	-14.9%	-12.2%	-11.5%	-11.5%	-7.1%	—	—	-3.4%

Holdings

The 4 largest positions make up 21.0% of the fund.

Top holdings

Largest holdings by weight
Ticker	Holding	Weight
RITM	Rithm Capital Corp	8.67%
ORCLPD	Oracle Corp FR PRF PERPETUAL USD - DpSh 1/2000 Prf Sr D	4.18%
CIMPB	Chimera Investment Corp Cum Red Pfd Registered Shs Series -B-	4.10%
BHR	Braemar Hotels & Resorts Inc	4.04%

Portfolio valuation

Weighted averages of what the fund holds.

P/E: 6.3
P/B: 0.7
P/S: 0.5
P/CF: 4.2

Sector allocation

Share of the equity the fund holds.

Real estate88.1%
Consumer discretionary11.9%

Asset mix

Bonds234.8%
Stocks27.3%
Preferred shares14.8%
Convertibles4.2%

Credit quality

Share of the bonds by rating.

US government191.5%

ETF details

Issuer: Simplify Asset Management
Category: Fixed Income · Multisector Bond
Ticker: CRDT
Exchange: NYSE Arca
Inception: 26 Jun 2023 (3.4 years)
Structure: Exchange Traded Fund
Expense ratio: 0.99% (category 0.92%)
Holdings turnover: 108% (category 148%)
Distribution yield: 6.35%
Beta, 3 years: 0.83
Total net assets: $28.1M

Prices and returns as of 12 Nov 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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