Simplify Bitcoin Strategy PLUS Income ETF MAXI | NASDAQ
$15.25
-$0.20 | -1.29%
SIGNAL:
|2026-09-01
|F&G 80
|RSI 62.2
|2026-09-01
|F&G 80
|RSI 62.2
Company Overview:
Market Cap:
$42.85M
Trailing PE:
N/A
FWD PE:
—
Payout Ratio (TTM):
—
52-Week Range:
$8.22 - $32.28
4 Year MAXI Performance Metrics:
Total Return (with DRIP):
229.4% (34.72% CAGR)
Total Return (no DRIP):
200.3% (31.64% CAGR)
Share Price:
22.2% (5.14% CAGR)
Yield on Cost (with DRIP):
12.96%
Total Invested:
$10,000
Total Value (with DRIP):
$32,938
Total Return $ (with DRIP):
$22,938
Dividend Increase:
269.0% (39.58% CAGR)
Dividend Yield (FWD):
3.93% ($0.60)
MAXI 4-yr Total Return ($10K invested)
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
MAXI Share Price
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
All
MAXI Price CAGR:1Y: -49.60%2Y: -14.80%5Y: 5.13%10Y: 5.13%
MAXI Dividend Payments & Yield
MAXI Dividend CAGR:1Y: -95.00%2Y: -77.64%5Y: 39.58%10Y: 39.58%
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MAXI Dividends Info:
Annual Dividend:
$0.6
Forward Yield:
3.93%
Ex-Dividend Date:
2026-09-25
Lifetime Dividends / Share:
$22.38
MAXI Dividend History: Dates, Payments & Yield list
Below is a schedule of all MAXI dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield
| Ex-Date | Payment Date | Amount | Yield | Forward Yield | Price on Ex-Date |
|---|---|---|---|---|---|
| 09/25/2026 | 09/30/2026 | $0.050 | 3.9% | 3.99% | $15.03 |
| 08/26/2026 | 08/31/2026 | $0.050 | 4.34% | 4.32% | $13.89 |
| 07/28/2026 | 07/31/2026 | $0.030 | 4.01% | 4.12% | $8.74 |
| 06/25/2026 | 06/30/2026 | $0.080 | 11.46% | 11.57% | $8.30 |
| 05/26/2026 | 05/29/2026 | $0.100 | 11.09% | 11.46% | $10.47 |
| 04/27/2026 | 04/30/2026 | $0.100 | 10.7% | 10.82% | $11.09 |
| 01/27/2026 | 01/30/2026 | $0.100 | 8.19% | 8.98% | $13.36 |
| 12/23/2025 | 12/31/2025 | $0.505 | 41.14% | 42.4% | $14.30 |
| 11/21/2025 | 11/28/2025 | $1.000 | 79.63% | 71.22% | $16.85 |
| 10/28/2025 | 10/31/2025 | $1.000 | 44.28% | 48.5% | $24.74 |
| 09/25/2025 | 09/30/2025 | $1.000 | 46.69% | 43.17% | $27.80 |
| 08/26/2025 | 08/29/2025 | $1.000 | 42.92% | 45.08% | $26.62 |
| 07/28/2025 | 07/31/2025 | $1.000 | 36.63% | 38.5% | $31.17 |
| 06/25/2025 | 06/30/2025 | $0.350 | 14.24% | 13.98% | $30.05 |
| 05/27/2025 | 05/30/2025 | $0.500 | 17.71% | 20.08% | $29.88 |
| 04/25/2025 | 04/30/2025 | $0.300 | 13.71% | 14.07% | $25.58 |
| 03/26/2025 | 03/28/2025 | $0.100 | 5.48% | 5.89% | $20.39 |
| 02/25/2025 | 02/27/2025 | $0.100 | 5.13% | 5.34% | $22.49 |
| 01/28/2025 | 01/31/2025 | $0.150 | 6.14% | 6.17% | $29.17 |
| 12/23/2024 | 12/31/2024 | $1.670 | 75.59% | 74.97% | $26.73 |
| 11/25/2024 | 11/29/2024 | $2.000 | 80.7% | 77.37% | $31.02 |
| 10/28/2024 | 10/31/2024 | $1.000 | 51.59% | 51.57% | $23.27 |
| 09/25/2024 | 09/30/2024 | $1.000 | 54.55% | 54.3% | $22.10 |
| 08/27/2024 | 08/30/2024 | $1.000 | 52.38% | 55.4% | $21.66 |
| 07/26/2024 | 07/31/2024 | $1.000 | 44.02% | 45.64% | $26.29 |
| 06/25/2024 | 06/28/2024 | $0.150 | 6.92% | 7.15% | $25.16 |
| 05/24/2024 | 05/31/2024 | $0.150 | 6% | 6.21% | $29.00 |
| 05/23/2024 | 05/31/2024 | $0.150 | 6.21% | 6.21% | $29.00 |
| 04/25/2024 | 04/30/2024 | $0.150 | 6.5% | 7.16% | $25.14 |
| 03/25/2024 | 03/28/2024 | $0.150 | 5.84% | 5.84% | $30.84 |
| 02/26/2024 | 02/29/2024 | $0.150 | 7.36% | 6.55% | $27.48 |
| 01/26/2024 | 01/31/2024 | $0.150 | 9.57% | 9.54% | $18.86 |
| 12/26/2023 | 12/29/2023 | $4.180 | 261.5% | 261.64% | $19.17 |
| 11/27/2023 | 11/30/2023 | $0.150 | 8.73% | 8.65% | $20.81 |
| 10/26/2023 | 10/31/2023 | $0.150 | 9.34% | 9.23% | $19.50 |
| 09/27/2023 | 09/29/2023 | $0.150 | 11.98% | 11.64% | $15.46 |
| 08/28/2023 | 08/31/2023 | $0.150 | 12.06% | 11.97% | $15.04 |
| 07/26/2023 | 07/31/2023 | $0.150 | 10.46% | 10.58% | $17.01 |
| 06/27/2023 | 07/03/2023 | $0.150 | 9.81% | 9.7% | $18.55 |
| 05/25/2023 | 05/31/2023 | $0.150 | 11.49% | 11.21% | $16.05 |
| 04/25/2023 | 04/28/2023 | $0.150 | 10.89% | 10.22% | $17.61 |
| 03/27/2023 | 03/31/2023 | $0.150 | 10.98% | 10.45% | $17.22 |
| 02/23/2023 | 02/28/2023 | $0.150 | 12.15% | 12.54% | $14.35 |
| 12/27/2022 | 12/30/2022 | $0.440 | 51.1% | 50.81% | $10.39 |
| 11/25/2022 | 11/30/2022 | $0.007 | 0.77% | 0.73% | $11.01 |
| 10/26/2022 | 10/31/2022 | $0.014 | 1.24% | 1.26% | $12.91 |
Projected Future Returns & Dividends for MAXI
Based on past 4-year performance, here are MAXI growth metrics:
Share price CAGR of +5.14%
Dividend CAGR of +39.58%
Using MAXI CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| MAXI (DRIP) | MAXI - No DRIP | |
|---|---|---|
| Current Price | $15.25 | $15.25 |
| Start Shares | 655.74 | 655.74 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 4,246.35 | 655.74 |
| Dividends Payment | $1.31 | $1.31 |
| Annual Dividends | $66,997 | $10,346 |
| Yield on cost | 669.97% | 103.46% |
| Share Price | $25.17 | $25.17 |
| Total Dividends | $80,419 | $26,410 |
| Final Value | $106,887 | $42,916 |
Estimated Future Value + Dividends - MAXI
NOTE: Above numbers are our estimate based on MAXI's Dividend and Price CAGR over past 4 years.
These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.
We cannot guarantee that your actual returns will meet these estimates.
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Company Info
Simplify Bitcoin Strategy PLUS Income ETF (MAXI) had its IPO on 2022-09-30, and is traded on NASDAQ stock exchange.
The Simplify Bitcoin Strategy PLUS Income ETF, known as MAXI, targets capital growth through its dynamic management of investments linked to Bitcoin. To generate additional revenue, a carefully crafted, risk-managed options overlay is integrated into the portfolio. The fund's allocation to Bitcoin-related assets is highly flexible, ranging from 50% to an aggressive 200% of its net asset value, guided by an exclusive, in-house technical model. Rather than direct ownership, this exposure is achieved through diverse financial vehicles such as Bitcoin exchange-traded funds (ETFs), futures contracts, options, or swap agreements. The income generation from options primarily involves writing put spreads on a broad spectrum of underlying assets, including major equity indices, as well as exchange-traded funds focused on bonds and commodities. It is important to note that the fund explicitly avoids direct investment in physical Bitcoin.
MAXI website: https://www.simplify.us/etfs/maxi-simplify-bitcoin-strategy-etf
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Loading signals…
DCF model unavailable for MAXI — no fundamentals on file (ETFs and funds are not modelable).
