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PFIX
-4.03 · -7.86%
$47.25 · NYSE ARCA

Simplify Interest Rate Hedge ETF (PFIX) ETF Analysis | Global Large-Stock Value

SoFi · USA
AUM:$11.1M
#– of – in Global Large-Stock Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.

What is PFIX?

The adviser seeks to achieve the fund"s investment objective by allocating the fund"s assets approximately equally between: interest rate related derivatives and interest income producing debt instruments. The adviser seeks to achieve the interest rate hedging aspect of the fund"s investment objective by investing in swaptions, interest rate options, and Treasury futures.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
PFIX returned 8.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.50%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 25.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$11.1M
Expense Ratio0.50%
Dividend Yield4.89%
Holdings50
Inception DateMay 2021
Domicile–
Distribution–
Index–
ProviderSoFi
Beta-5.32
CategoryGlobal Large-Stock Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+21.5%
1Y
-1.9%
3Y
+41.9%
5Y
+177.9%
OpenBook InsightIf you had invested £10,000 in PFIX 5 years ago, it would have grown to £27,788 — a gain of £17,788.

Annual Returns

Calendar year performance

PFIX delivered positive returns in 5 of the last 5 calendar years.
YearPFIX
2026 YTD+3.0%
2025+0.8%
2024+34.5%
2023+12.1%
2022+84.9%
CAGR 4yr+29.5%
5/5 positive yearsAvg return: +27.1%Worst year: +0.8% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
35.0%
High
Momentum
+6.4%
30-day change
Support Level
49.95
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.
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