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

ETF | Others |

Last Closing

USD 34.79

Change

+0.69 (+2.02)%

Market Cap

USD 0.04B

Volume

5.00K

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: 2025-04-11 )

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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 -9.93% 34% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.93% 34% F 57% F
Trailing 12 Months  
Capital Gain 6.32% 84% B 74% C
Dividend Return 0.86% 26% F 20% F
Total Return 7.17% 84% B 73% 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 19.22% 91% A- 76% C+
Dividend Return 19.38% 91% A- 75% C
Total Return 0.15% 15% F 5% F
Risk Return Profile  
Volatility (Standard Deviation) 19.89% 30% F 76% C+
Risk Adjusted Return 97.39% 93% A 96% N/A
Market Capitalization 0.04B 51% F 25% 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 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.