SPYC:NYE-Simplify US Equity PLUS Convexity ETF (USD)

ETF | Others |

Last Closing

USD 39.26

Change

0.00 (0.00)%

Market Cap

USD 0.08B

Volume

1.50K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of U.S. companies and applying a convexity option overlay strategy to the equity investments. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds (ETFs). The option overlay consists of purchasing exchange-traded and over the counter (OTC) put and call options on the S&P 500 Index or an S&P 500 Index ETF.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-06-15 )

ETFs Containing SPYC

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 4.92% 77% C+ 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.92% 77% C+ 71% C-
Trailing 12 Months  
Capital Gain 8.80% 72% C 67% D+
Dividend Return 0.50% 9% A- 8% B-
Total Return 9.30% 71% C- 62% 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 8.71% 83% B 69% C-
Dividend Return 9.76% 84% B 66% D+
Total Return 1.05% 47% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 17.60% 19% F 54% F
Risk Adjusted Return 55.47% 60% D- 71% C-
Market Capitalization 0.08B 51% F 23% 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:
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.