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

ETF | Others |

Last Closing

USD 40.4943

Change

+0.30 (+0.76)%

Market Cap

USD 0.04B

Volume

2.94K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict
Created with Highstock 5.0.6

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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SPBC QQQ
  • QQQ
Relative Returns (From:    To: 2025-01-30 )

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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 4.84% 74% C 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.84% 74% C 67% D+
Trailing 12 Months  
Capital Gain 36.90% 89% A- 80% B-
Dividend Return 1.28% 29% F 24% F
Total Return 38.18% 89% A- 80% 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 19.26% 91% A- 73% C
Dividend Return 19.34% 91% A- 72% C
Total Return 0.08% 9% A- 4% F
Risk Return Profile  
Volatility (Standard Deviation) 20.36% 28% F 77% C+
Risk Adjusted Return 94.97% 93% A 95% A
Market Capitalization 0.04B 54% F 25% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.