AGGH ETF Analysis: Simplify Aggregate Bond | NYSE

Intermediate Core Bond | NYSE, USA | Market Cap: 545m USD | 12M Return: 0.4% | US82889N7232 | Charts, Fundamentals & Technical Analysis

Investment Bonds, ETFs, Derivatives, Hedging
Total Rating 38
Safety 58
Buy Signal -0.34
Intermediate Core Bond
Category Rotation: +7.2
TER: 0.33%
AUM: 545M
Avg Turnover: 3.71M
Risk 3d forecast
Volatility6.43%
VaR 5th Pctl1.19%
VaR vs Median2.54%
Reward TTM
Sharpe Ratio-0.66
Rel. Str. IBD28.2
Rel. Str. Peer Group23.7
Character TTM
Beta0.112
Beta Downside0.132
Hurst Exponent0.417
Drawdowns 3y
Max DD6.68%
CAGR/Max DD0.73
CAGR/Mean DD2.62

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 4.5 years of data

Jan -0.1% 12
Feb -0.2% 0
Mar +0.2% 0
Apr -1.9% 24
May -0.0% 0
Jun +0.5% 0
Jul -1.0% 0
Aug +0.3% 39
Sep +0.5% 14
Oct -1.3% 37
Nov +0.5% 37
Dec -1.1% 16

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: AGGH Simplify Aggregate Bond

The Simplify Aggregate Bond ETF (AGGH) is an exchange-traded fund that pursues its investment objective by investing in investment-grade bonds, mainly through the purchase of other ETFs, combined with derivative overlays designed to hedge risk or generate income. Under normal market conditions, the fund commits at least 80% of its net assets, plus any borrowings used for investment purposes, to U.S. investment-grade bonds, again primarily by acquiring ETFs. As an intermediate core bond ETF launched in February 2022, AGGH provides exposure to the broad U.S. investment-grade fixed income market, while its use of derivative overlays distinguishes it from traditional passive aggregate bond index funds that typically rely solely on direct bond holdings.

Headlines to Watch Out For
  • Fed rate path shifts drive Treasury yields and ETF NAV
  • Derivative overlay income strategy faces rate volatility headwinds
  • Competition intensifies from low-cost Vanguard and iShares aggregate bond ETFs
What is the price of AGGH shares?

As of September 22, 2026, the stock is trading at USD 19.50 with a total of 113,953 shares traded. Over the past week, the price has changed by +0.31%, over one month by -1.17%, over three months by -1.67% and over the past year by +0.43%.

Current recommended Stop Loss: 19.30 (which is 1% or 1.7 ATR below the current price).

Is AGGH a buy, sell or hold?

Simplify Aggregate Bond has no consensus analysts rating.