(MAXI) Simplify Bitcoin Strategy - Ratings and Ratios
Bitcoin, Options, Income
Dividends
| Dividend Yield | 47.58% |
| Yield on Cost 5y | 138.79% |
| Yield CAGR 5y | 331.16% |
| Payout Consistency | 87.5% |
| Payout Ratio | - |
| Risk via 5d forecast | |
|---|---|
| Volatility | 63.0% |
| Value at Risk 5%th | 102% |
| Relative Tail Risk | -1.90% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.14 |
| Alpha | -61.34 |
| CAGR/Max DD | 0.94 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.347 |
| Beta | 2.330 |
| Beta Downside | 1.147 |
| Drawdowns 3y | |
|---|---|
| Max DD | 52.48% |
| Mean DD | 13.43% |
| Median DD | 11.23% |
Description: MAXI Simplify Bitcoin Strategy December 22, 2025
The Simplify Bitcoin Strategy PLUS Income ETF (NASDAQ: MAXI) is an actively managed, non-diversified ETF that pursues three concurrent tactics: direct Bitcoin exposure, income-generating assets, and an options-overlay to enhance returns or hedge risk.
In practice, the adviser targets a net Bitcoin exposure ranging from 50 % to 200 % of the fund’s net assets, meaning the fund can be under-leveraged (≈0.5×) or over-leveraged (up to 2×) relative to its capital, depending on market conditions and risk appetite.
Key market drivers to watch include Bitcoin’s 30-day volatility (≈55 % as of early 2025), the overall crypto-market-cap trend (≈$1.2 trillion), and regulatory developments in the U.S. that affect digital-asset ETFs; shifts in any of these variables can materially impact MAXI’s performance and risk profile.
Additional metrics of interest are the fund’s expense ratio (0.85 % annually) and its current assets under management (~$150 million), both of which are modest compared with peer crypto ETFs but still reflect the niche, high-risk nature of leveraged Bitcoin exposure.
For a deeper quantitative breakdown, you might explore the fund’s metrics on ValueRay.
What is the price of MAXI shares?
Over the past week, the price has changed by -2.02%, over one month by -1.72%, over three months by -40.84% and over the past year by -28.03%.
Is MAXI a buy, sell or hold?
What are the forecasts/targets for the MAXI price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 45.8 | 217.2% |
MAXI Fundamental Data Overview December 31, 2025
Beta = 0.0
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 45.2m USD (45.2m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 45.2m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 45.2m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 14.60% (E(45.2m)/V(45.2m) * Re(14.60%) + (debt-free company))
Discount Rate = 14.60% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for MAXI ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle