CRDT:NYE-Simplify Exchange Traded Funds (USD)

ETF | World Bond |

Last Closing

USD 25.47

Change

+0.01 (+0.04)%

Market Cap

USD 0.07B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing primarily in fixed income securities. Under normal circumstances, the fund invests primarily in income producing securities, including U.S. and foreign investment grade and high yield ("junk") corporate bonds and preferred stock, bonds issued by the U.S. Treasury, and bank loans.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for World Bond

Symbol Name Price(Change) Market Cap
PICB Invesco International Corporat..

-0.06 (-0.26%)

USD 0.13B
GRNB VanEck Green Bond ETF

-0.05 (-0.20%)

USD 0.11B
BWX SPDR® Bloomberg International..

+0.14 (+0.60%)

N/A
BWZ SPDR® Bloomberg Short Term In..

+0.01 (+0.04%)

N/A
IBND SPDR® Bloomberg International..

-0.03 (-0.10%)

N/A
RIGS RiverFront Strategic Income Fu..

-0.07 (-0.30%)

N/A
WIP SPDR® FTSE International Gove..

+0.05 (+0.13%)

N/A

ETFs Containing CRDT

N/A

Market Performance

  Market Performance vs. Industry/Classification (World Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.74% 25% F 24% F
Dividend Return 4.75% 100% F 79% B-
Total Return 4.01% 75% C 30% F
Trailing 12 Months  
Capital Gain -0.18% 13% F 22% F
Dividend Return 6.99% 100% F 81% B-
Total Return 6.81% 25% F 28% 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 -0.04% 100% F 36% F
Dividend Return 0.21% 88% B+ 26% F
Total Return 0.25% 13% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 1.30% 100% F 99% N/A
Risk Adjusted Return 16.14% 88% B+ 36% F
Market Capitalization 0.07B 33% F 24% 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.

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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.