AGGH:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 21.29

Change

+0.12 (+0.57)%

Market Cap

USD 0.27B

Volume

0.21M

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: 2025-04-03 )

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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 3.20% 88% B+ 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.20% 88% B+ 79% B-
Trailing 12 Months  
Capital Gain 0.28% 45% F 51% F
Dividend Return 5.32% 86% B+ 74% C
Total Return 5.61% 76% C+ 63% D
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 -3.24% 16% F 19% F
Dividend Return 1.09% 32% F 27% F
Total Return 4.33% 91% A- 76% C+
Risk Return Profile  
Volatility (Standard Deviation) 3.48% 86% B+ 95% A
Risk Adjusted Return 31.39% 40% F 46% F
Market Capitalization 0.27B 75% C 40% 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.