CDX:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 21.97

Change

-0.98 (-4.27)%

Market Cap

USD 0.12B

Volume

0.02M

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: 2024-12-23 )

Largest Industry Peers for Others

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

-0.10 (-0.52%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.19 (+0.33%)

USD 37.61B
DFAC Dimensional U.S. Core Equity 2..

+0.16 (+0.46%)

USD 33.40B
SGOV iShares® 0-3 Month Treasury B..

+0.02 (+0.02%)

USD 28.50B
JPST JPMorgan Ultra-Short Income ET..

N/A

USD 28.13B
DTB DTE Energy Company 2020 Series

-0.03 (-0.16%)

USD 26.58B
GBTC Grayscale Bitcoin Trust (BTC)

-2.76 (-3.61%)

USD 21.47B
JAAA Janus Detroit Street Trust - J..

-0.22 (-0.43%)

USD 16.06B
AVUV Avantis® U.S. Small Cap Value..

-0.02 (-0.02%)

USD 15.95B
DFUS Dimensional U.S. Equity ETF

+0.35 (+0.54%)

USD 13.15B

ETFs Containing CDX

SVOL Simplify Volatility Premi.. 2.54 % 0.00 %

-0.02 (-1.72%)

USD 1.22B
FIG Simplify Macro Strategy E.. 1.61 % 0.00 %

-0.37 (-1.72%)

USD 0.01B
CYA 0.00 % 0.00 %

N/A

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 -3.70% 13% F 26% F
Dividend Return 6.79% 87% B+ 81% B-
Total Return 3.09% 26% F 36% F
Trailing 12 Months  
Capital Gain -4.04% 12% F 26% F
Dividend Return 7.21% 87% B+ 82% B
Total Return 3.16% 28% F 36% 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 1.20% 47% F 38% F
Dividend Return 4.98% 61% D- 43% F
Total Return 3.78% 91% A- 73% C
Risk Return Profile  
Volatility (Standard Deviation) 6.30% 74% C 89% A-
Risk Adjusted Return 78.97% 83% B 88% B+
Market Capitalization 0.12B 64% D 30% 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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Negative free cash flow

The company had negative total free cash flow in the most recent four quarters.