HEQT:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 27.3

Change

-0.33 (-1.19)%

Market Cap

USD 0.18B

Volume

0.05M

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: 2024-08-02 )

ETFs Containing HEQT

HEQL:CA Global X Enhanced All-Equ.. 99.94 % 0.00 %

N/A

CAD 6.36M

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 8.08% 74% C 70% C-
Dividend Return 0.79% 28% F 22% F
Total Return 8.87% 75% C 66% D+
Trailing 12 Months  
Capital Gain 9.20% 62% D 63% D
Dividend Return 4.31% 69% C- 61% D-
Total Return 13.51% 72% C 65% D
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 2.95% 67% D+ 51% F
Dividend Return 4.67% 71% C- 49% F
Total Return 1.72% 65% D 40% F
Risk Return Profile  
Volatility (Standard Deviation) 7.40% 62% D 84% B
Risk Adjusted Return 63.17% 78% C+ 81% B-
Market Capitalization 0.18B 72% C 35% 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