Simplify Provides Estimated Capital Gain Distribution Information for 2025

NEW YORK--(BUSINESS WIRE)--Simplify Asset Management announces that it expects to deliver capital gains distributions across ten ETFs.

Business Wire • Dec 12, 2025

PFIX: Sell By Decoupling

The Simplify Interest Rate Hedge ETF has already captured its primary upside during the 2021-2023 rate shock period. With a cycle of rate cuts and normalization of the term premium expected, PFIX is likely to become an expensive, negative-carry hedge. PFIX's portfolio is heavily exposed to US government debt and swaptions, providing convexity only during periods of rising long-term rates.

Seeking Alpha • Dec 3, 2025

PFIX: Portfolio Airbag Against Rate Rises

PFIX offers convex exposure to rising long-term U.S. interest rates, acting as a hedge when bond yields surge and prices fall. The ETF's strategy centers on long-dated payer swaptions, benefiting most from sharp upward moves in 20-year Treasury rates and volatility spikes. Current macro indicators—high long-term forward rates and recent bear steepening—support a tactical allocation to PFIX as a portfolio hedge.

Seeking Alpha • Sep 5, 2025

Net Asset Value Restatement for Simplify Interest Rate Hedge ETF (PFIX)

NEW YORK--(BUSINESS WIRE)--Simplify is announcing an NAV restatement for its PFIX ETF.

Business Wire • Jul 3, 2025

PFIX: It May Be Time To Consider Hedging Against Inflation And Interest Rates

PFIX can act as an interest rate hedge as inflationary expectations rise. Rising inflation can potentially add upward pressure to SOFR and long-dated rates. The strategy primarily focuses on short-term T-Bills and a derivative hedge on the 20-year interest rate, benefiting from rising rates.

Seeking Alpha • Jun 12, 2025

Interest Rate Hedge ETF (PFIX) Hits New 52-Week High

For investors seeking momentum, Simplify Interest Rate Hedge ETF PFIX is probably on the radar. The fund just hit a 52-week high and has moved up 63% from its 52-week low of $37.00 per share.

Zacks Investment Research • May 15, 2025

6 ETFs Showing Great Resilience Amid Market Sell-Offs

U.S. stocks have been witnessing massive sell-offs this month due to trade tensions. However, these ETFs survived the bloodbath.

Zacks Investment Research • Apr 11, 2025

PFIX: A Great ETF To Hedge One's Bond Portfolio

The Simplify Interest Rate Hedge ETF offers a bond portfolio hedged against interest rate hikes, mainly investing in treasury bills and interest rate derivatives. PFIX has high volatility but impressive returns during rising interest rates, making it a strong bet on increasing rates rather than just a hedge. Combining PFIX with long-term bonds can balance risk and returns.

Seeking Alpha • Mar 6, 2025

ETF Strategies to Play Hot January Inflation

These ETF strategies may help you beat hot inflation.

Zacks Investment Research • Feb 13, 2025

5 Top-Performing ETFs of December

Wall Street has delivered a mixed performance over the past month, boosted by the Trump trade, which was somewhat subdued by the hawkish Fed cues.

Zacks Investment Research • Dec 31, 2024