HEQT:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 28.41

Change

-0.03 (-0.10)%

Market Cap

USD 0.21B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The adviser seeks to achieve the fund"s investment objective by investing primarily in equity securities and applying an option overlay known as a "put/spread collar" strategy. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, primarily by purchasing exchange-traded funds ("ETFs") that seek to track the investment results of the S&P 500 Index. The fund typically invests at least 80% of the fund"s portfolio in underlying ETFs.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

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ETFs Containing HEQT

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

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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 12.47% 71% C- 68% D+
Dividend Return 0.79% 26% F 19% F
Total Return 13.26% 71% C- 63% D
Trailing 12 Months  
Capital Gain 14.28% 53% F 55% F
Dividend Return 4.33% 67% D+ 60% D-
Total Return 18.61% 61% D- 56% 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 3.27% 67% D+ 51% F
Dividend Return 5.07% 71% C- 48% F
Total Return 1.79% 67% D+ 40% F
Risk Return Profile  
Volatility (Standard Deviation) 7.54% 60% D- 84% B
Risk Adjusted Return 67.21% 79% B- 83% B
Market Capitalization 0.21B 73% C 36% 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