HEQT:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 29.7

Change

-0.01 (-0.02)%

Market Cap

USD 0.23B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-12 )

Largest Industry Peers for Others

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JPST JPMorgan Ultra-Short Income ET..

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SGOV iShares® 0-3 Month Treasury B..

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DTB DTE Energy Company 2020 Series

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GBTC Grayscale Bitcoin Trust (BTC)

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

-0.92 (-0.89%)

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

+0.02 (+0.04%)

USD 13.91B
CGDV Capital Group Dividend Value E..

-0.05 (-0.14%)

USD 11.53B

ETFs Containing HEQT

HEQL:CA Global X Enhanced All-Equ.. 124.87 % 0.00 %

+0.05 (+0.18%)

CAD 7.87M

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 17.58% 69% C- 68% D+
Dividend Return 1.11% 25% F 20% F
Total Return 18.69% 69% C- 65% D
Trailing 12 Months  
Capital Gain 18.55% 59% D- 58% F
Dividend Return 4.30% 61% D- 55% F
Total Return 22.85% 62% D 58% 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 4.03% 65% D 49% F
Dividend Return 5.80% 70% C- 48% F
Total Return 1.78% 68% D+ 43% F
Risk Return Profile  
Volatility (Standard Deviation) 8.07% 62% D 84% B
Risk Adjusted Return 71.93% 80% B- 85% B
Market Capitalization 0.23B 74% C 37% 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