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

ETF | Others |

Last Closing

USD 37.3186

Change

-0.13 (-0.34)%

Market Cap

USD 0.08B

Volume

862.00

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 a convexity option overlay strategy to the equity investments. Under normal circumstances, it 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 option overlay consists of purchasing exchange-traded and over the counter (OTC) put and 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: 2024-11-04 )

Largest Industry Peers for Others

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

+0.25 (+1.23%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

-0.04 (-0.07%)

USD 36.47B
DFAC Dimensional U.S. Core Equity 2..

-0.03 (-0.09%)

USD 31.32B
JPST JPMorgan Ultra-Short Income ET..

+0.01 (+0.02%)

USD 26.94B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 26.72B
DTB DTE Energy Company 2020 Series

+0.15 (+0.75%)

USD 26.58B
GBTC Grayscale Bitcoin Trust (BTC)

-1.52 (-2.76%)

USD 15.23B
AVUV Avantis® U.S. Small Cap Value..

+0.29 (+0.31%)

USD 14.03B
JAAA Janus Detroit Street Trust - J..

-0.02 (-0.04%)

USD 13.91B
CGDV Capital Group Dividend Value E..

-0.08 (-0.22%)

USD 11.53B

ETFs Containing SPYC

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 20.97% 88% B+ 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.97% 88% B+ 80% B-
Trailing 12 Months  
Capital Gain 32.55% 87% B+ 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 32.55% 87% B+ 79% 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 6.06% 77% C+ 57% F
Dividend Return 7.00% 78% C+ 53% F
Total Return 0.93% 41% F 22% F
Risk Return Profile  
Volatility (Standard Deviation) 16.90% 20% F 61% D-
Risk Adjusted Return 41.40% 58% F 59% D-
Market Capitalization 0.08B 56% 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:

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.