Simplify Exchange Traded Etf Performance
| HEQT Etf | USD 29.89 0.19 0.64% |
The entity has a beta of 0.23, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Simplify Exchange's returns are expected to increase less than the market. However, during the bear market, the loss of holding Simplify Exchange is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Simplify Exchange Traded are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, Simplify Exchange is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
1 | Pivots Trading Plans and Risk Controls - Stock Traders Daily | 11/12/2024 |
| In Threey Sharp Ratio | 0.47 |
Simplify |
Simplify Exchange Relative Risk vs. Return Landscape
If you would invest 2,918 in Simplify Exchange Traded on October 22, 2024 and sell it today you would earn a total of 71.00 from holding Simplify Exchange Traded or generate 2.43% return on investment over 90 days. Simplify Exchange Traded is currently generating 0.0403% in daily expected returns and assumes 0.5586% risk (volatility on return distribution) over the 90 days horizon. In different words, 4% of etfs are less volatile than Simplify, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Simplify Exchange Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Simplify Exchange's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Simplify Exchange Traded, and traders can use it to determine the average amount a Simplify Exchange's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0722
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HEQT |
Estimated Market Risk
| 0.56 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Simplify Exchange is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Simplify Exchange by adding it to a well-diversified portfolio.
Simplify Exchange Fundamentals Growth
Simplify Etf prices reflect investors' perceptions of the future prospects and financial health of Simplify Exchange, and Simplify Exchange fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Simplify Etf performance.
| Total Asset | 66.34 M | |||
About Simplify Exchange Performance
Assessing Simplify Exchange's fundamental ratios provides investors with valuable insights into Simplify Exchange's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Simplify Exchange is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
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.| The fund retains 99.67% of its assets under management (AUM) in equities |
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 Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
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.