AGGH:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 21.17

Change

+0.01 (+0.05)%

Market Cap

USD 0.19B

Volume

0.07M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-14 )

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AVUV Avantis® U.S. Small Cap Value..

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ETFs Containing AGGH

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.12% 10% F 26% F
Dividend Return 3.99% 92% A 87% B+
Total Return -0.14% 17% F 32% F
Trailing 12 Months  
Capital Gain -6.76% 9% A- 22% F
Dividend Return 9.16% 95% A 91% A-
Total Return 2.40% 20% F 32% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -3.24% 25% F 24% F
Dividend Return 0.25% 41% F 30% F
Total Return 3.49% 90% A- 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 3.18% 88% B+ 95% A
Risk Adjusted Return 7.71% 41% F 34% F
Market Capitalization 0.19B 73% C 32% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.