Simplify Interest Rate Etf Performance
| PFIX Etf | USD 48.01 0.40 0.84% |
The entity has a beta of 0.0377, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Simplify Interest's returns are expected to increase less than the market. However, during the bear market, the loss of holding Simplify Interest is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Simplify Interest Rate has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest conflicting performance, the Etf's forward indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the ETF investors. ...more
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Simplify Interest Relative Risk vs. Return Landscape
If you would invest 5,219 in Simplify Interest Rate on January 3, 2025 and sell it today you would lose (418.00) from holding Simplify Interest Rate or give up 8.01% of portfolio value over 90 days. Simplify Interest Rate is currently does not generate positive expected returns and assumes 2.4402% risk (volatility on return distribution) over the 90 days horizon. In different words, 21% 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 Interest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Simplify Interest's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Simplify Interest Rate, and traders can use it to determine the average amount a Simplify Interest'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 = -0.044
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| Negative Returns | PFIX |
Estimated Market Risk
| 2.44 actual daily | 21 79% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Simplify Interest 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 Interest by adding Simplify Interest to a well-diversified portfolio.
Simplify Interest Fundamentals Growth
Simplify Etf prices reflect investors' perceptions of the future prospects and financial health of Simplify Interest, and Simplify Interest 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 | 357.99 M | |||
About Simplify Interest Performance
Evaluating Simplify Interest's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Simplify Interest 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 Interest has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The adviser seeks to achieve the funds investment objective by investing in U.S. Simplify Interest is traded on NYSEARCA Exchange in the United States.| Simplify Interest generated a negative expected return over the last 90 days | |
| The fund maintains all of the assets in different exotic instruments |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Simplify Interest Rate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
The market value of Simplify Interest Rate 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 Interest's value that differs from its market value or its book value, called intrinsic value, which is Simplify Interest'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 Interest's market value can be influenced by many factors that don't directly affect Simplify Interest'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 Interest's value and its price as these two are different measures arrived at by different means. Investors typically determine if Simplify Interest is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Simplify Interest'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.