SPBC:NSD-Simplify U.S. Equity PLUS GBTC ETF (USD)

ETF | Others |

Last Closing

USD 39.68

Change

-0.33 (-0.81)%

Market Cap

USD 0.04B

Volume

5.80K

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: 2024-12-26 )

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ETFs Containing SPBC

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 39.57% 91% A- 83% B
Dividend Return 1.34% 31% F 25% F
Total Return 40.91% 91% A- 83% B
Trailing 12 Months  
Capital Gain 38.79% 91% A- 83% B
Dividend Return 1.33% 31% F 25% F
Total Return 40.12% 91% A- 83% 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 18.65% 92% A 72% C
Dividend Return 18.69% 92% A 71% C-
Total Return 0.04% 6% D- 3% F
Risk Return Profile  
Volatility (Standard Deviation) 20.41% 27% F 76% C+
Risk Adjusted Return 91.56% 92% A 95% A
Market Capitalization 0.04B 56% F 27% 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:
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.