Simplify Stable Income Etf Performance
| BUCK Etf | USD 24.77 0.02 0.08% |
The entity has a beta of 0.0362, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Simplify Stable's returns are expected to increase less than the market. However, during the bear market, the loss of holding Simplify Stable is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Simplify Stable Income are ranked lower than 22 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent fundamental indicators, Simplify Stable is not utilizing all of its potentials. The recent stock price mess, may contribute to short-term losses for the institutional investors. ...more
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Simplify Stable Relative Risk vs. Return Landscape
If you would invest 2,411 in Simplify Stable Income on December 24, 2024 and sell it today you would earn a total of 64.50 from holding Simplify Stable Income or generate 2.68% return on investment over 90 days. Simplify Stable Income is currently generating 0.0434% in daily expected returns and assumes 0.1528% risk (volatility on return distribution) over the 90 days horizon. In different words, 1% 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 |
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Simplify Stable Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Simplify Stable's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Simplify Stable Income, and traders can use it to determine the average amount a Simplify Stable'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 = 0.2841
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Estimated Market Risk
| 0.15 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.28 actual daily | 22 78% of assets perform better |
Based on monthly moving average Simplify Stable is performing at about 22% 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 Stable by adding it to a well-diversified portfolio.
About Simplify Stable Performance
By examining Simplify Stable's fundamental ratios, stakeholders can obtain critical insights into Simplify Stable's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Simplify Stable is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.