Simplify Equity PLUS ETF Key Fundamental And Technical Indicators

ETFs . USA . 
ETF . Simplify Equity PLUS
SPUC ETF  USD 48.98  0.54  1.11%   
Simplify Equity's key ratios are summarized here so margins, returns, and balance-sheet strength can be compared at a glance. Trend direction in a ratio can be more informative than its absolute level at a single point. As measured in the latest period, momentum metrics show the RSI momentum reading of 64 for Simplify Equity, indicating sustained upward pressure. This positioning indicates buyers remain in control, though the pace of gains may moderate near term.
Momentum
OversoldOverbought
64 · Buy Extended
As of the 7th of May, Simplify Equity trades around 48.98 per share. Indicator dispersion currently includes Risk Adjusted Performance of 0.1074, semi deviation of 0.8517, and Coefficient Of Variation of 903.99. The evaluation incorporates historical dispersion and relative strength measures. Normalized comparisons highlight positioning versus competitors.
Cycles Operators Shifting Impulse Patterns Depth Overlaps Statistics Volatility Volume
Simplify Equity's quarterly and annual disclosures provide the raw data needed to benchmark against sector peers. Key fundamentals forming a complete picture of value appear below: Understanding Simplify Equity's revenue composition, cost structure, and debt maturity is central to valuation. Core metrics are listed below:
Simplify Equity PLUS does not currently have any fundamental trend indicators for analysis. Equity Screeners provides expanded screening access beyond individual equity pages. Filters span financial ratios, valuation metrics, and technical indicators.

Simplify Equity's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it tends to significantly outperform the market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.

Beta

 = 

Covariance

Variance

Current Simplify Equity Trailing Beta
    
  1.48  
Trailing Beta adds to the valuation picture for Simplify Equity PLUS by measuring one side of financial results. If the intrinsic value estimate exceeds the market price, Simplify Equity PLUS may be trading below its model-implied intrinsic value estimate on a core basis.
Competition

Main Technical Indicators as of May 7, 2026

Cycle Indicators
Math Operators
Math Transform
Momentum Indicators
Overlap Studies
Pattern Recognition
Price Transform
Statistic Functions
Volatility Indicators
Volume Indicators
Risk Adjusted Performance0.1074
Market Risk Adjusted Performance0.1235
Mean Deviation0.8158
Semi Deviation0.8517
Downside Deviation0.9996
Coefficient Of Variation903.99
Standard Deviation1.04
Variance1.08
Information Ratio0.0915
Jensen Alpha0.0959
Total Risk Alpha0.0944
Sortino Ratio0.0952
Treynor Ratio0.1135
Maximum Drawdown4.59
Value At Risk-1.64
Potential Upside1.26
Downside Variance0.9992
Semi Variance0.7254
Expected Short fall-0.87
Skewness0.1977
Kurtosis0.4088

Daily Market Strength Indicators

Market strength indicators for Simplify Equity quantify how the ETF responds to shifts in volume and sentiment. These indicators capture shifts in momentum that may precede significant price moves in Simplify Equity. The Market Facilitation Index measures how efficiently price moves relative to volume — rising MFI with rising volume signals strong trend participation. Monitoring these indicators for Simplify Equity through complete market cycles reveals recurring patterns.
Accumulation Distribution53.42
Daily Balance Of Power1.421053
Rate Of Daily Change1.01
Day Median Price48.79
Day Typical Price48.85
Market Facilitation Index1.0E-4
Price Action Indicator0.46
Period Momentum Indicator0.54
Relative Strength Index64.27

Basic Forecasting Models

MACD analysis of Simplify Equity tracks the relationship between two exponential moving averages of Simplify Equity's price. Many Simplify Equity's traders use Fibonacci levels to set entry and exit targets based on prior price swings. Average True Range measures the typical daily price swing for Simplify Equity, accounting for gaps. The frequency and magnitude of gaps reveal how much new information is being priced into Simplify Equity outside regular hours.
Naive Prediction
Simple Exponential Smoothing
Double Exponential Smoothing
Triple Exponential Smoothing
Simple Regression
Polynomial Regression
Simple Moving Average
4 Period Moving Average
8 Period Moving Average
20 Period Moving Average

Simplify Equity Related Equities

Investors studying Simplify Equity often look at related stocks within the Large Blend space to gauge pricing and results. Looking at Simplify Equity's pricing multiples next to these peers shows if the stock trades at a premium or discount.
 Risk & Return  Correlation

Trailing Beta Peer Comparison

The Trailing Beta peer comparison for Simplify Equity contextualizes its performance relative to the competitive set. This peer-based view of Trailing Beta evaluates Simplify Equity relative pricing within the sector. A sustained gap between Simplify Equity's Trailing Beta and peer averages deserves closer fundamental investigation. The resulting analysis reveals whether Simplify Equity stands out within its competitive group.
Simplify Equity is currently under evaluation for trailing beta among peer ETFs.

Financial Ratios Relationships

Fund Asset Allocation for Simplify Equity

The fund consists of 98.43% investments in stocks, with the rest of investments allocated between various types of exotic instruments.
Asset allocation for Simplify Equity's involves strategically distributing its portfolio across equities, bonds, and cash. The distribution of Simplify Equity's portfolio is a fundamental aspect of its investment strategy. How Simplify Equity's allocates across categories has a direct impact on its aggregate risk-return profile. Proper asset allocation is widely considered the single most important investment decision.
Mutual fund asset allocation is primarily driven by the fund's objective and target balance across asset classes. The fund manager continuously monitors and adjusts the allocation to reflect evolving market conditions. Allocation shifts within the fund can provide insight into how the manager views current market opportunities. The allocation data below provides a snapshot of how the fund is currently positioned across asset classes.
Simplify Equity tends to amplify market moves - gaining more in rallies but giving back more during declines.

Important Fundamentals

Trailing Beta1.48
Total Asset TTM11.34 M
One Year Return34.20 %
Three Year Return24.80 %
Five Year Return12.90 %
Net Asset11.34 M
Equity Positions Weight98.43 %

Financial Metrics, Fundamentals & Methodology

Core exposure indicators for Simplify Equity measure diversification and concentration dynamics. Liquidity conditions can shift rapidly when underlying holdings thin out.

Simplify Equity PLUS figures are aggregated from fund disclosures and market reference feeds and normalized across reporting formats. Financial statement fields are presented under issuer-reported GAAP or IFRS accounting conventions.

Editorial review and methodology oversight provided by: Michael Smolkin, Member of Macroaxis Board of Directors


 
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