Simplify Exchange Traded Etf Profile
| CRDT Etf | 25.03 0.14 0.56% |
Performance3 of 100
| Odds Of DistressLess than 9
|
Simplify Exchange is selling for under 25.03 as of the 30th of November 2024; that is 0.56 percent up since the beginning of the trading day. The etf's last reported lowest price was 25.03. Simplify Exchange has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for Simplify Exchange Traded are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The investment seeks a high level of total return consisting of both income and capital appreciation. More on Simplify Exchange Traded
Moving against Simplify Etf
Simplify Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Broad Debt ETFs, Strategy ETFs, Multisector Bond, null (View all Sectors) |
| Issuer | Simplify Asset Management |
| Inception Date | 2023-06-26 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 76.15 Million |
| Asset Type | Fixed Income |
| Category | Broad Debt |
| Focus | Strategy |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | Simplify Asset Management Inc. |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Foreside Financial Services, LLC |
| Portfolio Manager | Paul Kim, David Berns, Ken Miller, Joe Hegener |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 30-Jun |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 109 |
| Market Maker | Jane Street |
| Total Expense | 0.95 |
| Management Fee | 0.95 |
| Country Name | USA |
| Returns Y T D | 4.31 |
| Name | Simplify Exchange Traded Funds |
| Currency Code | USD |
| Open Figi | BBG01H5J08X0 |
| 1y Volatility | 4.57 |
| 200 Day M A | 25.1722 |
| 50 Day M A | 25.1529 |
| Code | CRDT |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
| Type | ETF |
Simplify Exchange Traded [CRDT] is traded in USA and was established 2013-01-31. The fund is listed under Multisector Bond category and is part of null family. The entity is thematically classified as Broad Debt ETFs. Simplify Exchange Traded currently have 9.52 M in assets under management (AUM). , while the total return for the last 3 years was 13.2%.
Check Simplify Exchange Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Simplify Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Simplify Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Simplify Exchange Traded Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Simplify Exchange Traded Currency Exposure
Simplify Exchange Traded holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Simplify Exchange will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Simplify Exchange Traded.
Top Simplify Exchange Traded Etf Constituents
| PMT | PennyMac Mortgage Investment | Stock | Financials | |
| FNMAS | Federal National Mortgage | OTC Stock | Mortgage Finance | |
| QRTEA | Qurate Retail Series | Stock | Consumer Discretionary | |
| AGNC | AGNC Investment Corp | Stock | Financials | |
| FMCKN | Federal Home Loan | OTC Stock | Mortgage Finance | |
| QRTEP | Qurate Retail | Preferred Stock | Internet Retail | |
| AAYA | ANNALY CAPMGMT DL | Stock | DE Stock | |
| CEE | Central Europe Russia | Fund | Asset Management |
Simplify Exchange Traded Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Simplify Exchange. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0159 | |||
| Jensen Alpha | 0.0024 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | (0.35) |
Simplify Exchange Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Simplify Exchange Traded. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
The market value of Simplify Exchange Traded is measured differently than its book value, which is the value of Simplify that is recorded on the company's balance sheet. Investors also form their own opinion of Simplify Exchange's value that differs from its market value or its book value, called intrinsic value, which is Simplify Exchange's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Simplify Exchange's market value can be influenced by many factors that don't directly affect Simplify Exchange's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Simplify Exchange's value and its price as these two are different measures arrived at by different means. Investors typically determine if Simplify Exchange is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Simplify Exchange's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.