ETF Analysis
Simplify Bond Bull ETF (RFIX) ETF Analysis
Simplify Bond Bull ETF (RFIX) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
Simplify Bond Bull ETF (RFIX) currently has an AIQ Score of 41/100, indicating a neutral setup. Momentum is the strongest factor at 52/100. Risk is the weakest current factor at 29/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
RFIX at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $36.08 |
| AIQ Score | 41/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Buy |
| Fund Size | $114.44M |
| Expense Ratio | 0.50% |
| Holdings Count | 9 |
| NAV | $36.02 |
| Asset Class | Fixed Income |
| Primary Exposure | Government (94.68%) |
| Issuer | Simplify |
| Domicile | US |
| Inception Date | Dec 9, 2024 |
| Distribution Yield | 4.58% |
| Beta | -0.2 |
| Average Volume | 380.59K |
| 52-week range | $34.42-$45.79 |
| RSI 14 | 46.36 |
| 50-Day SMA | $35.83 |
| 200-Day SMA | $38.05 |
| Risk Score | 29/100 |
| Momentum Score | 52/100 |
| Value Exposure Score | 36/100 |
RFIX Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | -17.75% | -17.76% | -23.29% | Oct 20, 2025 |
| 3Y | -39.55% | -23.72% | -42.66% | Dec 10, 2024 |
| 5Y | -39.55% | -23.72% | -42.66% | Dec 10, 2024 |
| 10Y | -39.55% | -23.72% | -42.66% | Dec 10, 2024 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
RFIXSimplify Bond Bull ETF
Financial Services / Asset Management - Bonds
Low Priority
Relative Laggard
Latest quote
- Momentum52
- Value36
- Quality43
- Risk resilience29
- Sentiment—
RFIX ETF Analysis Summary
Simplify Bond Bull ETF (RFIX) currently has an AIQ Score of 41/100, indicating a neutral setup. Momentum is the strongest factor at 52/100. Risk resilience is the weakest current factor at 29/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, RFIX has AIQ Score of 41/100 with Momentum base of 52/100 and fading Risk resilience at 29/100. Wait for component alignment before adding exposure.
Momentum (52/100) leads while Risk resilience (29/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · -1.04% ETF move · RFIX classified in Asset Management - Bonds.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is RFIX Bullish or Bearish Right Now?
RFIX currently has a neutral overall setup. Momentum is the strongest factor at 52/100, while Risk Resilience is weakest at 29/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Price is +0.70% above its 50-day SMA.
- - Technical consensus has more buy votes than sell votes (21 vs 14).
- - Value is the current constraint at 36/100.
- - Risk Resilience is weak at 29/100.
- - Price is -5.18% below its 200-day SMA.
Current Consensus
RFIX's Technical Analysis Consensus is currently Buy, with 21 buy, 10 neutral, and 14 sell votes. RFIX's 14-day RSI is 46.36, which places the ETF in a neutral momentum range. RFIX's beta is -0.2, indicating lower market sensitivity than the broad market.
What Changed in RFIX?
The largest recent change in RFIX is Momentum moving up by 22.0 points over the available 7-day comparison window. Momentum remains the strongest visible factor.
What Would Change the RFIX Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
RFIX Decision Framework
Public evidence layers, setup checks, and risk context for Simplify Bond Bull ETF.
Simplify Bond Bull ETF (RFIX) ETF Analysis
Simplify Bond Bull ETF has an AIQ Score of 41/100 in a Neutral regime. Momentum is strongest at 52/100. Beta is -0.2, below market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | RFIX is in a Neutral AIQ regime with score 41/100. |
| Signal Conflict | The primary conflict is that momentum leads at 52/100 while risk lags at 29/100. |
| Factor Evidence | Momentum 52/100 · Value 36/100 · Quality 43/100 · Risk 29/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Momentum is the strongest factor at 52/100.
Momentum is 52/100 and RSI (14) is 46.4.
RFIX is in a Neutral regime at 41/100.
Risk factor is 29/100 with beta -0.2 and annual volatility 27.64%.
Current conflict: momentum leads at 52/100 while risk lags at 29/100.
RFIX Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
RFIX ETF Analytics
RFIX holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
RFIX Technical Analysis
RFIX technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
RFIX ETF Market Context
Track RFIX market context, news pressure, trend changes, income events, and current allocation evidence.
RFIX Distribution Analysis
RFIX distribution yield, annualized distributions, payment history, and income context.
RFIX ETF Data
RFIX available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
RFIX Risk Analysis
RFIX volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
RFIX ETF News
RFIX ETF news, market tone, recent headlines, and catalyst context.
RFIX vs Fixed Income — Government Peers
Current peer cohort: RFIX · SCHO · SCHP · SCHR · SGOV. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| RFIX Current ETF | 41/100 | 36/100 | 52/100 | 29/100 | -0.75 | 27.64% | Current |
| SCHO Schwab Short-Term U.S. Treasury ETF | 65/100 | 73/100 | 51/100 | 73/100 | -3.62 | 1.74% | RFIX vs SCHO |
| SCHP Schwab U.S. TIPS ETF | 58/100 | 36/100 | 59/100 | 85/100 | -2.54 | 3.91% | RFIX vs SCHP |
| SCHR Schwab Intermediate-Term U.S. Treasury ETF | 68/100 | 73/100 | 55/100 | 88/100 | -2.66 | 3.70% | RFIX vs SCHR |
| SGOV iShares 0-3 Month Treasury Bond ETF | 66/100 | 45/100 | 78/100 | 66/100 | -3.85 | 1.01% | RFIX vs SGOV |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 21, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching RFIX
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for RFIX
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
RFIX ETF FAQ
What is RFIX ETF price today?
RFIX is currently shown at $36.08. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is RFIX's 52-week high and low?
RFIX's 52-week range is $34.42 to $45.79 based on the latest completed market-close snapshot from Oct 21, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does RFIX pay a dividend?
RFIX's current distribution yield is 4.58% based on the latest completed market-close snapshot from Oct 21, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying RFIX?
Compare RFIX's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.