SPQ:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 23.054

Change

+2.90 (+14.36)%

Market Cap

USD 2.96M

Volume

1.40K

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: 2025-04-09 )

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AVUV Avantis® U.S. Small Cap Value..

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ETFs Containing SPQ

FIG Simplify Macro Strategy E.. 7.53 % 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 -15.21% 10% F 19% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -15.21% 9% A- 18% F
Trailing 12 Months  
Capital Gain -19.60% 8% B- 18% F
Dividend Return 0.70% 18% F 13% F
Total Return -18.90% 6% D- 17% 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 1.01% 45% F 39% F
Dividend Return 1.23% 33% F 28% F
Total Return 0.22% 14% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 6.67% 68% D+ 87% B+
Risk Adjusted Return 18.40% 33% F 35% F
Market Capitalization 2.96M 4% 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.