Simplify Exchange Traded Etf Profile
HEQT Etf | USD 29.89 0.13 0.43% |
PerformanceWeak
| Odds Of DistressLow
|
Simplify Exchange is selling for under 29.89 as of the 26th of February 2025; that is 0.43 percent down since the beginning of the trading day. The etf's last reported lowest price was 29.8. Simplify Exchange has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. The performance scores are derived for the period starting the 28th of November 2024 and ending today, the 26th of February 2025. Click here to learn more.
The adviser seeks to achieve the funds investment objective by investing primarily in equity securities and applying an option overlay known as a putspread collar strategy. Simplify Hedged is traded on NYSEARCA Exchange in the United States. More on Simplify Exchange Traded
Moving together with Simplify Etf
Simplify Etf Highlights
Thematic Ideas | (View all Themes) |
Business Concentration | Large Cap ETFs, Size And Style ETFs, Equity Hedged, Simplify Asset Management (View all Sectors) |
Issuer | Simplify Asset Management |
Inception Date | 2021-11-01 |
Entity Type | Regulated Investment Company |
Asset Under Management | 405.32 Million |
Asset Type | Equity |
Category | Size and Style |
Focus | Large Cap |
Market Concentration | Developed Markets |
Region | North America |
Administrator | The Bank of New York Mellon Corporation |
Advisor | Simplify Asset Management Inc. |
Custodian | The Bank of New York Mellon Corporation |
Distributor | Foreside Fund Services, LLC |
Portfolio Manager | Paul Kim, David Berns, Michael Green |
Transfer Agent | The Bank of New York Mellon Corporation |
Fiscal Year End | 30-Jun |
Exchange | NYSE Arca, Inc. |
Number of Constituents | 13.0 |
Market Maker | Wolverine Trading |
Total Expense | 0.53 |
Management Fee | 0.5 |
Country Name | USA |
Returns Y T D | 1.83 |
Name | Simplify Exchange Traded Funds |
Currency Code | USD |
Open Figi | BBG0137XKTJ6 |
In Threey Volatility | 8.47 |
1y Volatility | 6.37 |
200 Day M A | 28.6978 |
50 Day M A | 29.9749 |
Code | HEQT |
Updated At | 24th of February 2025 |
Currency Name | US Dollar |
In Threey Sharp Ratio | 0.7 |
Type | ETF |
Simplify Exchange Traded [HEQT] is traded in USA and was established 2021-11-01. The fund is listed under Equity Hedged category and is part of Simplify Asset Management family. The entity is thematically classified as Large Cap ETFs. Simplify Exchange Traded currently have 66.34 M in assets under management (AUM). , while the total return for the last 3 years was 11.2%.
Check Simplify Exchange Probability Of Bankruptcy
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 | 0.0076 | |||
Jensen Alpha | (0) | |||
Total Risk Alpha | (0.01) | |||
Sortino Ratio | (0.01) |
Simplify Exchange Against Markets
Check out Risk vs Return Analysis 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 producer price index. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment 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.