HEQT:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 27.6198

Change

0.00 (0.00)%

Market Cap

USD 0.16B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-15 )

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SGOV iShares® 0-3 Month Treasury B..

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AVUV Avantis® U.S. Small Cap Value..

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JAAA Janus Detroit Street Trust - J..

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DFUV Dimensional US Marketwide Valu..

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ETFs Containing HEQT

HEQL:CA Global X Enhanced All-Equ.. 125.32 % 0.00 %

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CAD 4.30M

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 9.34% 77% C+ 77% C+
Dividend Return 0.40% 30% F 17% F
Total Return 9.74% 76% C+ 74% C
Trailing 12 Months  
Capital Gain 11.51% 68% D+ 68% D+
Dividend Return 4.27% 68% D+ 61% D-
Total Return 15.77% 73% C 70% C-
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 2.50% 67% D+ 51% F
Dividend Return 4.09% 71% C- 48% F
Total Return 1.59% 64% D 37% F
Risk Return Profile  
Volatility (Standard Deviation) 7.11% 63% D 84% B
Risk Adjusted Return 57.55% 77% C+ 79% B-
Market Capitalization 0.16B 71% C- 30% 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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:

There is nothing we particularly dislike