AGGH:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 20.8699

Change

0.00 (0.00)%

Market Cap

USD 0.26B

Volume

0.18M

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: 2025-02-20 )

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SVOL Simplify Volatility Premi.. 0.00 % 0.00 %

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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 1.16% 37% F 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.16% 36% F 39% F
Trailing 12 Months  
Capital Gain -2.84% 11% F 25% F
Dividend Return 7.12% 89% A- 84% B
Total Return 4.28% 27% F 34% 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 -3.28% 16% F 18% F
Dividend Return 0.97% 32% F 26% F
Total Return 4.25% 92% A 76% C+
Risk Return Profile  
Volatility (Standard Deviation) 3.48% 85% B 95% A
Risk Adjusted Return 27.79% 40% F 42% F
Market Capitalization 0.26B 74% C 39% 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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.