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

ETF | Others |

Last Closing

USD 39.51

Change

+0.17 (+0.43)%

Market Cap

USD 0.04B

Volume

6.90K

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: 2025-01-06 )

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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 2.29% 69% C- 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.29% 69% C- 57% F
Trailing 12 Months  
Capital Gain 36.81% 89% A- 82% B
Dividend Return 1.32% 30% F 24% F
Total Return 38.12% 90% A- 82% 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 18.92% 92% A 72% C
Dividend Return 18.98% 92% A 71% C-
Total Return 0.06% 8% B- 4% F
Risk Return Profile  
Volatility (Standard Deviation) 20.40% 27% F 76% C+
Risk Adjusted Return 93.01% 92% A 95% A
Market Capitalization 0.04B 55% 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.