TUA ETF Analysis: Simplify Exchange Traded | NYSE

Long Government | NYSE, USA | Market Cap: 748m USD | 12M Return: -2.4% | Charts, Fundamentals & Technical Analysis

Treasury Futures, Options, Government Securities, Short Term Bonds
Total Rating 26
Safety 47
Buy Signal -0.34
Long Government
Category Rotation: -8.0
TER: 0.16%
AUM: 748M
Avg Turnover: 6.12M
Risk 3d forecast
Volatility8.32%
VaR 5th Pctl1.41%
VaR vs Median-5.64%
Reward TTM
Sharpe Ratio-1.06
Rel. Str. IBD19.8
Rel. Str. Peer Group9.4
Character TTM
Beta-0.059
Beta Downside-0.119
Hurst Exponent0.484
Drawdowns 3y
Max DD9.14%
CAGR/Max DD0.11
CAGR/Mean DD0.26

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 3.6 years of data

Jan +0.0% 0
Feb +0.9% 0
Mar -0.2% 25
Apr -0.6% 0
May -0.7% 0
Jun +0.3% 0
Jul +0.5% 0
Aug +2.0% 21
Sep +0.1% 0
Oct -3.5% 15
Nov -0.0% 0
Dec -0.7% 0

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: TUA Simplify Exchange Traded

The Simplify Short Term Treasury Futures Strategy ETF (TUA) is an actively managed ETF that targets the short end of the U.S. Treasury market using a combination of derivatives and direct securities holdings. The fund primarily uses U.S. Treasury futures along with call and put options, and may also hold U.S. government bills, notes, and bonds, as well as fixed income ETFs that invest in Treasuries. Remaining exposure is held in cash, cash-equivalents, or high-quality short-term fixed income securities, providing liquidity and collateral to support the derivatives positions.

Launched in November 2022, TUA is classified as a Long Government ETF with a small-cap market capitalization of $748M USD. The funds reliance on futures and options differentiates it from passive Treasury ETFs, as it expresses its short-duration interest rate view through derivative instruments rather than solely through physical ownership of the underlying bonds.

Headlines to Watch Out For
  • Short-term Treasury yields rise on hawkish Fed rate path
  • AUM growth drives management fee revenue as inflows accelerate
  • Competition intensifies from rival short-duration Treasury ETFs
What is the price of TUA shares?

As of July 06, 2026, the stock is trading at USD 20.49 with a total of 266,900 shares traded. Over the past week, the price has changed by +0.05%, over one month by +0.88%, over three months by -1.63% and over the past year by -2.41%.

Current recommended Stop Loss: 20.10 (which is 1.9% or 3 ATR below the current price).

Is TUA a buy, sell or hold?

Simplify Exchange Traded has no consensus analysts rating.