Simplify Equity Plus Etf Performance
| SPBC Etf | USD 40.80 0.24 0.59% |
The entity has a beta of 0.91, which indicates possible diversification benefits within a given portfolio. Simplify Equity returns are very sensitive to returns on the market. As the market goes up or down, Simplify Equity is expected to follow.
Risk-Adjusted Performance
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Simplify Equity PLUS are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. In spite of rather uncertain fundamental drivers, Simplify Equity exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Simplify Provides Estimated Capital Gain Distribution Information for 2024 - Nasdaq | 11/27/2024 |
| In Threey Sharp Ratio | 0.56 |
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Simplify Equity Relative Risk vs. Return Landscape
If you would invest 3,531 in Simplify Equity PLUS on September 18, 2024 and sell it today you would earn a total of 549.00 from holding Simplify Equity PLUS or generate 15.55% return on investment over 90 days. Simplify Equity PLUS is currently generating 0.2336% in daily expected returns and assumes 0.8952% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than Simplify, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Simplify Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Simplify Equity's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Simplify Equity PLUS, and traders can use it to determine the average amount a Simplify Equity'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 = 0.2609
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.9 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average Simplify Equity is performing at about 20% 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 Equity by adding it to a well-diversified portfolio.
Simplify Equity Fundamentals Growth
Simplify Etf prices reflect investors' perceptions of the future prospects and financial health of Simplify Equity, and Simplify Equity 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.
| Return On Asset | 0.004 | |||
| Profit Margin | 0.10 % | |||
| Operating Margin | 0.16 % | |||
| Current Valuation | (10.1 M) | |||
| Shares Outstanding | 1.57 M | |||
| Price To Earning | 75.98 X | |||
| Price To Book | 1.30 X | |||
| Price To Sales | 3.54 X | |||
| Revenue | 12.97 M | |||
| Cash And Equivalents | 37.56 M | |||
| Cash Per Share | 24.72 X | |||
| Total Debt | 7.37 M | |||
| Debt To Equity | 8.26 % | |||
| Cash Flow From Operations | 8.12 M | |||
| Total Asset | 43.85 M | |||
| Retained Earnings | 20.4 M | |||
About Simplify Equity Performance
By analyzing Simplify Equity's fundamental ratios, stakeholders can gain valuable insights into Simplify Equity's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Simplify Equity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Simplify Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of U.S. companies and the Grayscale Bitcoin Trust. Simplify is traded on NASDAQ Exchange in the United States.| About 34.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from news.google.com: Simplify Provides Estimated Capital Gain Distribution Information for 2024 - Nasdaq | |
| The fund maintains 87.53% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Simplify Equity PLUS. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.
The market value of Simplify Equity PLUS 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 Equity's value that differs from its market value or its book value, called intrinsic value, which is Simplify Equity'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 Equity's market value can be influenced by many factors that don't directly affect Simplify Equity'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 Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Simplify Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Simplify Equity'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.