All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SPUC: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

SPUC real return snapshot: after CPI-U inflation, SPUC returned +8.84% over the past year and +7.66% YTD, with dividends reinvested. Since Sep. 4, 2020, SPUC is up +87.35% in real purchasing-power return, or +10.96%/yr, and is currently −2.10% below its real total-return high on Aug. 13, 2026.

Data ending Fri Sep. 18, 2026

Growth of $10,000

Fri 2020-09-04💬 to Fri 2026-09-18 Overall
Return 		Exponential
Trendline
SPUC × 		+87.35%
+10.96%/yr 		+9.50%/yr
R2=0.616
Simplify US Equity PLUS Upside Convexity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2020-09-04💬 to Fri 2026-09-18 Start
Value 		End
Value
SPUC × 		$10,000.00
2020-09-04 		$18,735.08
2026-09-18

This Year’s Performance

through 2026-09-18

  YTD YoY
SPUC × 		+7.66% +8.84%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPUC × 		−2.10%
on 2026-09-18
from 2026-08-13 peak 		−33.63%
on 2022-10-12
from 2021-12-27 peak

Rolling Returns

Period ending Fri 2026-09-18 1 yr 2 yr 3 yr 5 yr 10 yr
SPUC × 		+8.84% +29.89%
+13.97%/yr 		+72.03%
+19.82%/yr 		+48.59%
+8.24%/yr 		—

Annual Returns

Year SPUC
2026 (YTD) +7.66%
2025 +19.84%
2024 +21.86%
2023 +23.37%
2022 −29.34%
2021 +25.04%
2020 +9.32%