Simplify Interest Rate Hedge ETF PFIX | AMEX
$58.94
-$1.59 | -2.63%
TREND SIGNAL:
|2026-09-23
|2026-09-23
Company Overview:
Market Cap:
$200.81M
Trailing PE:
N/A
FWD PE:
—
Payout Ratio (TTM):
—
52-Week Range:
$41.37 - $68.11
5.4 Year PFIX Performance Metrics:
Total Return (with DRIP):
159.7% (19.34% CAGR)
Total Return (no DRIP):
104.1% (14.13% CAGR)
Share Price:
17.8% (3.09% CAGR)
Yield on Cost (with DRIP):
5.29%
Total Invested:
$10,000
Total Value (with DRIP):
$25,975
Total Return $ (with DRIP):
$15,975
Dividend Increase:
27,678% (208.56% CAGR)
Dividend Yield (FWD):
2.04% ($1.20)
PFIX 5.4-yr Total Return ($10K invested)
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
PFIX Share Price
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
All
PFIX Price CAGR:1Y: 25.86%2Y: 15.22%5Y: 7.75%10Y: 3.07%
PFIX Dividend Payments & Yield
PFIX Dividend CAGR:1Y: 208.56%2Y: -25.48%5Y: 208.56%10Y: 208.56%
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PFIX Dividends Info:
Annual Dividend:
$1.2
Forward Yield:
2.04%
Ex-Dividend Date:
2026-09-25
Lifetime Dividends / Share:
$43.18
PFIX Dividend History: Dates, Payments & Yield list
Below is a schedule of all PFIX 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 | $0.100 | 2.05% | 1.91% | $62.89 |
| 08/26/2026 | 08/31/2026 | $0.100 | 2.35% | 2.34% | $51.31 |
| 07/28/2026 | 07/31/2026 | $0.100 | 2.55% | 2.3% | $52.23 |
| 06/25/2026 | 06/30/2026 | $0.100 | 2.87% | 2.77% | $43.36 |
| 05/26/2026 | 05/29/2026 | $0.100 | 2.43% | 2.59% | $46.41 |
| 04/27/2026 | 04/30/2026 | $0.100 | 2.62% | 2.52% | $47.63 |
| 03/26/2026 | 03/31/2026 | $0.100 | 2.46% | 2.6% | $46.23 |
| 02/24/2026 | 02/27/2026 | $0.100 | 2.82% | 2.89% | $41.54 |
| 01/27/2026 | 01/30/2026 | $0.100 | 2.63% | 2.53% | $47.47 |
| 12/23/2025 | 12/31/2025 | $2.610 | 65.46% | 65.34% | $47.93 |
| 11/21/2025 | 11/28/2025 | $0.100 | 2.47% | 2.56% | $46.90 |
| 10/28/2025 | 10/31/2025 | $0.100 | 2.71% | 2.64% | $45.54 |
| 09/25/2025 | 09/30/2025 | $0.100 | 2.52% | 2.49% | $48.17 |
| 08/26/2025 | 08/29/2025 | $0.600 | 12.98% | 12.88% | $55.90 |
| 07/28/2025 | 07/31/2025 | $0.600 | 12.19% | 12.99% | $55.43 |
| 06/25/2025 | 06/30/2025 | $0.120 | 2.67% | 2.73% | $52.84 |
| 05/27/2025 | 05/30/2025 | $0.150 | 3.09% | 3.11% | $57.88 |
| 04/25/2025 | 04/28/2025 | $0.150 | 3.41% | 3.42% | $52.64 |
| 03/26/2025 | 03/31/2025 | $0.150 | 3.6% | 3.71% | $48.46 |
| 02/25/2025 | 02/28/2025 | $0.100 | 2.59% | 2.64% | $45.54 |
| 01/28/2025 | 01/31/2025 | $0.100 | 2.29% | 2.27% | $52.95 |
| 12/23/2024 | 12/31/2024 | $0.148 | 3.37% | 3.39% | $52.34 |
| 11/25/2024 | 11/29/2024 | $0.180 | 4.59% | 4.74% | $45.57 |
| 10/28/2024 | 10/31/2024 | $0.180 | 4.45% | 4.47% | $48.27 |
| 09/25/2024 | 09/30/2024 | $0.200 | 5.8% | 5.84% | $41.12 |
| 08/27/2024 | 08/30/2024 | $0.200 | 5.82% | 5.67% | $42.36 |
| 07/26/2024 | 07/31/2024 | $0.180 | 4.47% | 4.77% | $45.26 |
| 06/25/2024 | 06/28/2024 | $0.160 | 4.33% | 4.01% | $47.85 |
| 05/24/2024 | 05/31/2024 | $0.140 | 3.52% | 3.39% | $49.50 |
| 04/25/2024 | 04/30/2024 | $0.120 | 2.6% | 2.65% | $54.24 |
| 03/25/2024 | 03/28/2024 | $0.100 | 2.54% | 2.68% | $44.80 |
| 02/26/2024 | 02/29/2024 | $0.100 | 2.5% | 2.57% | $46.71 |
| 01/26/2024 | 01/31/2024 | $0.070 | 1.77% | 1.93% | $43.48 |
| 12/26/2023 | 12/29/2023 | $34.267 | 1040.48% | 1028% | $40.00 |
| 11/27/2023 | 11/30/2023 | $0.100 | 1.37% | 1.37% | $87.56 |
| 10/26/2023 | 10/31/2023 | $0.100 | 1.13% | 1.12% | $107.50 |
| 09/27/2023 | 09/29/2023 | $0.100 | 1.27% | 1.26% | $95.51 |
| 08/28/2023 | 08/31/2023 | $0.100 | 1.55% | 1.57% | $76.34 |
| 07/26/2023 | 07/31/2023 | $0.100 | 1.87% | 1.77% | $67.74 |
| 06/27/2023 | 07/03/2023 | $0.100 | 1.93% | 1.9% | $63.25 |
| 05/25/2023 | 05/31/2023 | $0.100 | 1.76% | 1.82% | $66.10 |
| 04/25/2023 | 04/28/2023 | $0.100 | 1.88% | 1.91% | $62.71 |
| 01/26/2023 | 01/31/2023 | $0.100 | 1.98% | 2.01% | $59.72 |
| 12/27/2022 | 12/30/2022 | $0.179 | 2.98% | 3% | $71.61 |
| 11/25/2022 | 11/30/2022 | $0.117 | 2.12% | 2.08% | $67.58 |
| 10/26/2022 | 10/31/2022 | $0.052 | 0.81% | 0.8% | $77.66 |
| 09/27/2022 | 09/30/2022 | $0.049 | 0.86% | 0.86% | $68.19 |
| 08/26/2022 | 08/31/2022 | $0.034 | 0.76% | 0.72% | $56.51 |
| 07/26/2022 | 07/29/2022 | $0.013 | 0.1% | 0.1% | $50.73 |
| 05/25/2022 | 05/31/2022 | $0.004 | 0.09% | 0.09% | $54.67 |
| 02/23/2022 | 02/28/2022 | $0.000 | 0% | 0% | $42.61 |
| 01/26/2022 | 01/31/2022 | $0.002 | 0.06% | 0.06% | $40.65 |
| 12/27/2021 | 12/30/2021 | $0.000 | 0.01% | 0.01% | $37.74 |
| 11/24/2021 | 11/30/2021 | $0.000 | 0.01% | 0.01% | $39.52 |
| 09/27/2021 | 09/30/2021 | $0.000 | 0.01% | 0.01% | $40.67 |
Projected Future Returns & Dividends for PFIX
Based on past 5.4-year performance, here are PFIX growth metrics:
Share price CAGR of +3.09%
Dividend CAGR of +208.56%
Using PFIX CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| PFIX (DRIP) | PFIX - No DRIP | |
|---|---|---|
| Current Price | $58.94 | $58.94 |
| Start Shares | 169.66 | 169.66 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 1,198.74 | 169.66 |
| Dividends Payment | $4.87 | $4.87 |
| Annual Dividends | $70,018 | $9,910 |
| Yield on cost | 700.18% | 99.10% |
| Share Price | $79.87 | $79.87 |
| Total Dividends | $74,422 | $23,331 |
| Final Value | $95,744 | $36,882 |
Estimated Future Value + Dividends - PFIX
NOTE: Above numbers are our estimate based on PFIX's Dividend and Price CAGR over past 5.4 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 Interest Rate Hedge ETF (PFIX) had its IPO on 2021-05-11, and is traded on AMEX stock exchange.
The Simplify Interest Rate Hedge ETF (PFIX) is designed to mitigate the impact of ascending long-term interest rates and capitalize on periods of elevated market stress characterized by increased fixed income volatility. The fund achieves this by holding substantial positions in over-the-counter (OTC) interest rate options. These options are specifically chosen to provide a direct, transparent, and convex upside from significant increases in both interest rates and their inherent volatility. PFIX offers retail investors access to sophisticated OTC derivatives, instruments traditionally reserved for institutional players. In essence, it is designed to function similarly to holding long-dated put options on 20-year US Treasury bonds. By maintaining these option exposures for an extended duration, the ETF delivers a clear and uncomplicated solution for interest rate hedging.
PFIX website: https://www.simplify.us/etfs/pfix-simplify-interest-rate-hedge-etf
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Loading signals…
DCF model unavailable for PFIX — no fundamentals on file (ETFs and funds are not modelable).
