SPYC:NYE-Simplify US Equity PLUS Convexity ETF (USD)

ETF | Others |

Last Closing

USD 38.907

Change

-0.24 (-0.62)%

Market Cap

USD 0.07B

Volume

3.20K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of U.S. companies and applying a convexity option overlay strategy to the equity investments. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds (ETFs). The option overlay consists of purchasing exchange-traded and over the counter (OTC) put and call options on the S&P 500 Index or an S&P 500 Index ETF.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-29 )

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ETFs Containing SPYC

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 3.97% 81% B- 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.97% 80% B- 71% C-
Trailing 12 Months  
Capital Gain 24.38% 84% B 79% B-
Dividend Return 0.90% 15% F 11% F
Total Return 25.28% 84% B 77% 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 7.75% 79% B- 59% D-
Dividend Return 8.75% 80% B- 55% F
Total Return 0.99% 48% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 17.68% 20% F 60% D-
Risk Adjusted Return 49.45% 57% F 63% D
Market Capitalization 0.07B 54% F 24% 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:
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.