Simplify Asset ManagementDigital AssetsMAXI · Nasdaq

Simplify Bitcoin Strategy ETF (MAXI)

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Price: $12.23; —30 Oct 2026
Assets: $37.9M; Total net assets
Expense ratio: 1.31%; Category 0.99%
Yield: 19.16%; Trailing distributions

1Y return: -38.7%-8.5%; Category -30.3%
3Y CAGR: 14.9%-30.1%; Category 44.9%
5Y CAGR: —; Category 6.6%

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Simplify Bitcoin Strategy 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	-18.3%	+41.5%	+10.0%	-10.3%	-38.7%	+14.9%	—	—	+27.4%
Digital Assets average	-13.2%	22.8%	-1.3%	-18.8%	-30.3%	44.9%	6.6%	—	-8.7%
Difference	-5.1%	+18.7%	+11.3%	+8.5%	-8.5%	-30.1%	—	—	+36.1%

Holdings

The 1 largest positions make up 44.7% of the fund.

Top holdings

Largest holdings by weight
Ticker	Holding	Weight
IBIT	iShares Bitcoin Trust ETF	44.66%

Sector allocation

Share of the equity the fund holds.

Consumer discretionary100.0%

Asset mix

Bonds132.9%
Other105.6%
Stocks8.4%

Credit quality

Share of the bonds by rating.

US government165.8%

ETF details

Issuer: Simplify Asset Management
Category: Currency · Digital Assets
Ticker: MAXI
Exchange: Nasdaq
Inception: 29 Sept 2022 (4.1 years)
Structure: Exchange Traded Fund
Expense ratio: 1.31% (category 0.99%)
Holdings turnover: 111% (category 91%)
Distribution yield: 19.16%
Beta, 3 years: 0.00
Total net assets: $37.9M
Average maturity: 9.87 years

Prices and returns as of 30 Oct 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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