HEQT:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 27.86

Change

+0.09 (+0.31)%

Market Cap

USD 0.17B

Volume

0.03M

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: 2024-07-03 )

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SGOV iShares® 0-3 Month Treasury B..

N/A

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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..

-0.01 (-0.02%)

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ETFs Containing HEQT

HEQL:CA Global X Enhanced All-Equ.. 125.37 % 0.00 %

-0.14 (-0.54%)

CAD 7.11M

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 10.29% 73% C 75% C
Dividend Return 0.79% 29% F 23% F
Total Return 11.08% 73% C 73% C
Trailing 12 Months  
Capital Gain 12.11% 65% D 67% D+
Dividend Return 4.33% 70% C- 61% D-
Total Return 16.45% 72% C 69% 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 2.64% 71% C- 52% F
Dividend Return 4.27% 75% C 49% F
Total Return 1.63% 65% D 38% F
Risk Return Profile  
Volatility (Standard Deviation) 7.21% 58% F 83% B
Risk Adjusted Return 59.22% 81% B- 81% B-
Market Capitalization 0.17B 71% C- 31% 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