Simplify Exchange Traded Etf Profile

CDX Etf  USD 22.37  0.14  0.63%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 9

 
High
 
Low
Low
Simplify Exchange is trading at 22.37 as of the 31st of January 2025; that is 0.63 percent up since the beginning of the trading day. The etf's open price was 22.23. Simplify Exchange has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. The performance scores are derived for the period starting the 6th of February 2024 and ending today, the 31st of January 2025. Click here to learn more.
The adviser seeks to achieve the funds investment objective by investing in high yield bonds also known as junk bonds primarily by purchasing exchange traded funds and applying a credit hedge derivatives strategy to the funds investments. Simplify High is traded on NYSEARCA Exchange in the United States.. More on Simplify Exchange Traded

Moving together with Simplify Etf

  0.75HYG iShares iBoxx HighPairCorr
  0.75USHY iShares Broad USDPairCorr
  0.77JNK SPDR Bloomberg HighPairCorr
  0.67SHYG iShares 0 5PairCorr
  0.74HYLB Xtrackers USD HighPairCorr
  0.69SJNK SPDR Bloomberg ShortPairCorr

Simplify Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationHigh Yield ETFs, Broad Debt ETFs, High Yield Bond, Simplify Asset Management (View all Sectors)
IssuerSimplify Asset Management
Inception Date2022-02-14
Entity TypeRegulated Investment Company
Asset Under Management120.78 Million
Asset TypeFixed Income
CategoryBroad Debt
FocusHigh Yield
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorSimplify Asset Management Inc.
CustodianThe Bank of New York Mellon Corporation
DistributorForeside Financial Services, LLC
Portfolio ManagerPaul Kim, David Berns, Michael Green, Harley Bassman
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End30-Jun
ExchangeNYSE Arca, Inc.
Number of Constituents17.0
Market MakerWolverine Trading
Total Expense0.51
Management Fee0.5
Country NameUSA
Returns Y T D2.16
NameSimplify Exchange Traded Funds
Currency CodeUSD
Open FigiBBG015BCL2F4
1y Volatility4.44
200 Day M A23.1701
50 Day M A22.6747
CodeCDX
Updated At31st of January 2025
Currency NameUS Dollar
TypeETF
Simplify Exchange Traded [CDX] is traded in USA and was established 2022-02-14. The fund is classified under High Yield Bond category within Simplify Asset Management family. The entity is thematically classified as High Yield ETFs. Simplify Exchange Traded currently have 53.03 M in assets under management (AUM). , while the total return for the last year was 8.7%.
Check Simplify Exchange Probability Of Bankruptcy

Top Simplify Exchange Traded Etf Constituents

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.

Simplify Exchange Against Markets

When determining whether Simplify Exchange Traded is a strong investment it is important to analyze Simplify Exchange's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Simplify Exchange's future performance. For an informed investment choice regarding Simplify Etf, refer to the following important reports:
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 Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
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.