Simplify Equity Plus Etf Performance
| SPUC Etf | USD 41.57 0.65 1.59% |
The entity has a beta of 0.86, 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
Very Weak
Weak | Strong |
Over the last 90 days Simplify Equity PLUS has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unsteady performance, the Etf's basic indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the fund shareholders. ...more
1 | Net Asset Value Restatement for Simplify US Equity PLUS Upside Convexity ETF | 02/25/2025 |
| In Threey Sharp Ratio | 0.40 |
Simplify |
Simplify Equity Relative Risk vs. Return Landscape
If you would invest 4,510 in Simplify Equity PLUS on December 1, 2024 and sell it today you would lose (353.00) from holding Simplify Equity PLUS or give up 7.83% of portfolio value over 90 days. Simplify Equity PLUS is currently does not generate positive expected returns and assumes 1.571% risk (volatility on return distribution) over the 90 days horizon. In different words, 14% 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 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 = -0.0786
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SPUC |
Estimated Market Risk
| 1.57 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Simplify Equity is not performing at its full potential. However, 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 Simplify Equity 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.
| Total Asset | 11.34 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.
The adviser seeks to achieve the funds investment objective by investing primarily in equity securities of U.S. companies and applying an upside convexity option overlay strategy to the equity investments. Simplify is traded on NYSEARCA Exchange in the United States.| Simplify Equity PLUS generated a negative expected return over the last 90 days | |
| Latest headline from finance.yahoo.com: Net Asset Value Restatement for Simplify US Equity PLUS Upside Convexity ETF | |
| The fund maintains 98.43% 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 employment. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
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.