Simplify Interest Rate Hedge ETF

PFIX

Market cap $147M

Overview Fund Activity

46.09 USD

+0.09

0.2%

At close Updated Sep 16, 4:00 PM EDT

1 day

0.2%

5 days

-8.21%

1 month

-18.12%

3 months

-22.54%

6 months

-5.94%

Year to date

-11.84%

1 year

22.42%

5 years

-7.86%

10 years

-7.86%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]

31% more funds holding

Funds holding: 39 [Q1] → 51 (+12) [Q2]

9% more capital invested

Capital invested by funds: $51.8M [Q1] → $56.4M (+$4.64M) [Q2]

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0.27% less ownership

Funds ownership: 37.07% [Q1] → 36.8% (-0.27%) [Q2]

See Fund Rankings

Financial journalist opinion

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.

PFIX: Portfolio Airbag Against Rate Rises

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.

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

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.

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

Zacks Investment Research

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.

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

Zacks Investment Research

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.

6 ETFs Showing Great Resilience Amid Market Sell-Offs

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

NEW YORK--(BUSINESS WIRE)--Simplify announces that NAV per share of the PFIX ETF from February 25 to March 7, 2025 has been restated effective March 11, 2025.

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

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.

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

Zacks Investment Research

ETF Strategies to Play Hot January Inflation

These ETF strategies may help you beat hot inflation.

ETF Strategies to Play Hot January Inflation

Zacks Investment Research

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 is up 55% from its 52-week low price of $37.00/share.

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

Zacks Investment Research

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.

5 Top-Performing ETFs of December

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