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

ETF | Others |

Last Closing

USD 39.59

Change

+0.13 (+0.33)%

Market Cap

USD 0.04B

Volume

0.28M

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: 2025-06-02 )

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ETFs Containing SPBC

N/A

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 2.50% 70% C- 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.50% 69% C- 68% D+
Trailing 12 Months  
Capital Gain 17.27% 86% B+ 75% C
Dividend Return 0.83% 26% F 21% F
Total Return 18.10% 86% B+ 74% 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 18.99% 91% A- 77% C+
Dividend Return 19.17% 91% A- 77% C+
Total Return 0.18% 12% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 19.52% 32% F 77% C+
Risk Adjusted Return 98.23% 94% A 97% N/A
Market Capitalization 0.04B 54% F 27% 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.