HEQT:NYE-Simplify Exchange Traded Funds (USD)

ETF | Others |

Last Closing

USD 26.105

Change

-0.13 (-0.48)%

Market Cap

USD 0.32B

Volume

0.07M

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: 2024-04-15 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

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JEPI JPMorgan Equity Premium Income..

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DTB DTB

N/A

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DFAC Dimensional U.S. Core Equity 2..

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GBTC Grayscale Bitcoin Trust (BTC)

N/A

USD 23.75B
JPST JPMorgan Ultra-Short Income ET..

N/A

USD 22.73B
SGOV iShares® 0-3 Month Treasury B..

N/A

USD 19.79B
AVUV Avantis® U.S. Small Cap Value..

N/A

USD 10.49B
DFUV Dimensional US Marketwide Valu..

N/A

USD 10.15B
DFAT Dimensional U.S. Targeted Valu..

N/A

USD 9.40B

ETFs Containing HEQT

HEQL:CA Horizons Enhanced All-Equ.. 129.29 % 0.00 %

N/A

CAD 4.18M

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 3.35% 67% D+ 67% D+
Dividend Return 0.40% 32% F 23% F
Total Return 3.74% 66% D+ 64% D
Trailing 12 Months  
Capital Gain 9.32% 58% F 63% D
Dividend Return 4.42% 72% C 64% D
Total Return 13.74% 64% D 65% 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 1.93% 64% D 49% F
Dividend Return 3.32% 68% D+ 45% F
Total Return 1.39% 62% D 33% F
Risk Return Profile  
Volatility (Standard Deviation) 6.71% 65% D 89% A-
Risk Adjusted Return 49.50% 74% C 75% C
Market Capitalization 0.32B 80% B- 39% 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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike