Simplify Exchange Traded Etf Performance

XV Etf   25.51  0.15  0.59%   
The entity has a beta of 0.51, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Simplify Exchange's returns are expected to increase less than the market. However, during the bear market, the loss of holding Simplify Exchange is expected to be smaller as well.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Simplify Exchange Traded are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Simplify Exchange is not utilizing all of its potentials. The recent stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
 
Simplify Exchange dividend paid on 31st of October 2025
10/31/2025
 
Simplify Exchange dividend paid on 28th of November 2025
11/28/2025

Simplify Exchange Relative Risk vs. Return Landscape

If you would invest  2,484  in Simplify Exchange Traded on September 26, 2025 and sell it today you would earn a total of  67.00  from holding Simplify Exchange Traded or generate 2.7% return on investment over 90 days. Simplify Exchange Traded is generating 0.0434% of daily returns and assumes 0.6045% volatility on return distribution over the 90 days horizon. Put differently, 5% of etfs are less risky than Simplify on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days.
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Allowing for the 90-day total investment horizon Simplify Exchange is expected to generate 1.94 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.17 times less risky than the market. It trades about 0.07 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 of returns per unit of risk over similar time horizon.

Simplify Exchange Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Simplify Exchange's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Simplify Exchange Traded, and traders can use it to determine the average amount a Simplify Exchange'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 = 0.0718

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Based on monthly moving average Simplify Exchange is performing at about 5% 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 Exchange by adding it to a well-diversified portfolio.

About Simplify Exchange Performance

Evaluating Simplify Exchange's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Simplify Exchange 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 Exchange 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.
On 28th of November 2025 Simplify Exchange paid 0.33 per share dividend to its current shareholders
Check out Your Current Watchlist 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 Commodity Directory module to find actively traded commodities issued by global exchanges.
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.