HEQT:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 29.42

Change

-0.27 (-0.91)%

Market Cap

USD 0.23B

Volume

0.06M

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 and applying an option overlay known as a "put/spread collar" strategy. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, primarily by purchasing exchange-traded funds ("ETFs") that seek to track the investment results of the S&P 500 Index. The fund typically invests at least 80% of the fund"s portfolio in underlying ETFs.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-15 )

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ETFs Containing HEQT

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

-0.25 (-0.92%)

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 16.47% 72% C 70% C-
Dividend Return 1.11% 24% F 21% F
Total Return 17.58% 72% C 67% D+
Trailing 12 Months  
Capital Gain 17.16% 59% D- 59% D-
Dividend Return 4.29% 61% D- 56% F
Total Return 21.45% 63% D 59% D-
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