VCAR:NYE-Simplify Volt RoboCar Disruption and Tech ETF (USD)

ETF | Others |

Last Closing

USD 10.86

Change

-0.32 (-2.84)%

Market Cap

USD 5.21M

Volume

2.30K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The adviser and sub-adviser seek to achieve the fund's investment objective by investing in U.S. and foreign equity securities and equity securities of companies engaging in activities that are consistent with fund's investment theme of robocar disruption and technology. The adviser applies an option overlay strategy to the fund's equity investments. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in domestic and foreign securities of companies and ETFs that are engaged in the fund's investment theme. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-30 )

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ETFs Containing VCAR

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 14.20% 69% C- 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.20% 70% C- 70% C-
Trailing 12 Months  
Capital Gain 33.58% 79% B- 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 33.58% 80% B- 75% 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 -1.47% 26% F 27% F
Dividend Return -1.47% 19% F 16% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 26.50% 9% A- 40% F
Risk Adjusted Return -5.56% 24% F 19% F
Market Capitalization 5.21M 12% F 4% 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

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.