AGGH:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 21.71

Change

+0.01 (+0.05)%

Market Cap

USD 0.19B

Volume

0.08M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The adviser seeks to achieve the fund"s investment objective by investing in investment grade bonds primarily by purchasing exchange traded funds and applying derivative overlays intended to hedge risk or generate income. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in U.S. investment grade bonds primarily by purchasing exchange traded funds ("ETFs").

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

-0.15 (-0.67%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.10 (+0.17%)

USD 35.71B
DFAC Dimensional U.S. Core Equity 2..

+0.10 (+0.29%)

USD 31.07B
DTB DTE Energy Company 2020 Series

-0.32 (-1.48%)

USD 26.58B
JPST JPMorgan Ultra-Short Income ET..

N/A

USD 25.99B
SGOV iShares® 0-3 Month Treasury B..

N/A

USD 25.64B
GBTC Grayscale Bitcoin Trust (BTC)

-1.81 (-3.46%)

USD 23.75B
AVUV Avantis® U.S. Small Cap Value..

+0.39 (+0.41%)

USD 13.60B
JAAA Janus Detroit Street Trust - J..

-0.01 (-0.02%)

USD 12.46B
DFUV Dimensional US Marketwide Valu..

+0.10 (+0.24%)

USD 11.30B

ETFs Containing AGGH

N/A

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 -1.68% 8% B- 20% F
Dividend Return 6.75% 93% A 89% A-
Total Return 5.07% 31% F 33% F
Trailing 12 Months  
Capital Gain 2.45% 15% F 22% F
Dividend Return 8.92% 94% A 88% B+
Total Return 11.37% 32% F 32% 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 -3.30% N/A N/A 22% F
Dividend Return 0.72% N/A N/A 29% F
Total Return 4.02% N/A N/A 71% C-
Risk Return Profile  
Volatility (Standard Deviation) 3.48% N/A N/A 95% A
Risk Adjusted Return 20.77% N/A N/A 39% F
Market Capitalization 0.19B 71% C- 34% 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:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike