SPQ:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 25.86

Change

+0.35 (+1.37)%

Market Cap

USD 2.96M

Volume

9.35K

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: 2025-05-13 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

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JPST JPMorgan Ultra-Short Income ET..

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DFAC Dimensional U.S. Core Equity 2..

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DTB DTE Energy Company 2020 Series

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JAAA Janus Detroit Street Trust - J..

+0.04 (+0.08%)

USD 21.14B
GBTC Grayscale Bitcoin Trust (BTC)

-1.21 (-1.46%)

USD 16.17B
AVUV Avantis® U.S. Small Cap Value..

-0.57 (-0.63%)

USD 14.82B
CGDV Capital Group Dividend Value E..

-0.11 (-0.30%)

USD 14.38B

ETFs Containing SPQ

FIG Simplify Macro Strategy E.. 6.99 % 0.00 %

-0.06 (-0.24%)

USD 0.01B

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 -4.88% 19% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.88% 18% F 27% F
Trailing 12 Months  
Capital Gain -11.32% 10% F 21% F
Dividend Return 0.69% 18% F 13% F
Total Return -10.63% 7% C- 19% 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 -0.21% 30% F 33% F
Dividend Return 0.04% 23% F 23% F
Total Return 0.25% 15% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 7.92% 60% D- 83% B
Risk Adjusted Return 0.46% 23% F 23% F
Market Capitalization 2.96M 5% 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.