SPUC:NYE-Simplify US Equity PLUS Upside Convexity ETF (USD)

ETF | Others |

Last Closing

USD 42.5555

Change

-0.19 (-0.45)%

Market Cap

USD 7.51M

Volume

4.76K

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 of U.S. companies and applying an upside convexity option overlay strategy to the equity investments. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds ("ETFs"). The upside convexity option overlay strategy consists of purchasing exchange-traded and over the counter ("OTC") call options on the S&P 500 Index or an S&P 500 Index ETF.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

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ETFs Containing SPUC

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 29.11% 94% A 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 29.11% 94% A 85% B
Trailing 12 Months  
Capital Gain 47.95% 93% A 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 47.95% 93% A 84% B
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 8.38% 84% B 63% D
Dividend Return 9.34% 85% B 59% D-
Total Return 0.96% 45% F 22% F
Risk Return Profile  
Volatility (Standard Deviation) 18.99% 17% F 56% F
Risk Adjusted Return 49.18% 64% D 66% D+
Market Capitalization 7.51M 16% F 6% D-

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:
Below median total returns

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

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.