SPQ:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 27.2792

Change

-0.05 (-0.17)%

Market Cap

USD 2.70M

Volume

100.00

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: 2025-01-08 )

ETFs Containing SPQ

FIG Simplify Macro Strategy E.. 0.00 % 0.00 %

N/A

USD 0.01B

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 0.34% 51% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.34% 51% F 51% F
Trailing 12 Months  
Capital Gain 3.04% 43% F 48% F
Dividend Return 1.13% 24% F 17% F
Total Return 4.17% 30% F 37% 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 1.96% 51% F 40% F
Dividend Return 1.99% 43% F 31% F
Total Return 0.03% 5% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 6.41% 73% C 88% B+
Risk Adjusted Return 31.02% 42% F 45% F
Market Capitalization 2.70M 5% F 2% 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:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.