PFIX:NYE-Simplify Interest Rate Hedge ETF (USD)

ETF | Others |

Last Closing

USD 52.66

Change

+1.56 (+3.05)%

Market Cap

USD 0.01B

Volume

0.09M

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 )

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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 31.65% 92% A 87% B+
Dividend Return 4.44% 70% C- 62% D
Total Return 36.09% 94% A 88% B+
Trailing 12 Months  
Capital Gain -28.56% 3% F 9% A-
Dividend Return 45.14% 99% N/A 100% F
Total Return 16.58% 70% C- 69% C-
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 8.27% 81% B- 61% D-
Dividend Return 20.82% 95% A 80% B-
Total Return 12.54% 99% N/A 99% N/A
Risk Return Profile  
Volatility (Standard Deviation) 28.05% 9% A- 39% F
Risk Adjusted Return 74.21% 79% B- 85% B
Market Capitalization 0.01B 21% F 8% B-

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:
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.