Simplify Equity Plus Etf Performance

SPD Etf  USD 39.58  0.02  0.05%   
The entity has a beta of 0.94, 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

Weakest

 
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 rather sound basic indicators, Simplify Equity is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
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Simplify Equity Relative Risk vs. Return Landscape

If you would invest  4,049  in Simplify Equity PLUS on October 29, 2025 and sell it today you would lose (91.00) from holding Simplify Equity PLUS or give up 2.25% of portfolio value over 90 days. Simplify Equity PLUS is generating negative expected returns assuming volatility of 0.859% on return distribution over 90 days investment horizon. In other words, 7% of etfs are less volatile than Simplify, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Simplify Equity is expected to under-perform the market. In addition to that, the company is 1.15 times more volatile than its market benchmark. It trades about -0.04 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 per unit of volatility.
Below is the normalized historical share price chart for Simplify Equity PLUS extending back to December 31, 1997. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Simplify Equity stands at 39.58, as last reported on the 27th of January, with the highest price reaching 39.70 and the lowest price hitting 39.36 during the day.
3 y Volatility
13.48
200 Day MA
38.0602
1 y Volatility
16.35
50 Day MA
39.4437
Inception Date
2020-09-03
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Simplify Equity Target Price Odds to finish over Current Price

The tendency of Simplify Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 39.58 90 days 39.58 
about 43.77
Based on a normal probability distribution, the odds of Simplify Equity to move above the current price in 90 days from now is about 43.77 (This Simplify Equity PLUS probability density function shows the probability of Simplify Etf to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon Simplify Equity has a beta of 0.94. This usually implies Simplify Equity PLUS market returns are highly-sensitive to returns on the market. As the market goes up or down, Simplify Equity is expected to follow. Additionally Simplify Equity PLUS has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.
   Simplify Equity Price Density   
       Price  

Predictive Modules for Simplify Equity

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Simplify Equity PLUS. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
38.7339.5840.43
Details
Intrinsic
Valuation
LowRealHigh
38.6639.5140.36
Details
Naive
Forecast
LowNextHigh
38.4239.2740.13
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
38.9739.5840.18
Details

Simplify Equity Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Simplify Equity is not an exception. The market had few large corrections towards the Simplify Equity's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Simplify Equity PLUS, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Simplify Equity within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
-0.07
β
Beta against Dow Jones0.94
σ
Overall volatility
0.51
Ir
Information ratio -0.08

Simplify Equity Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Simplify Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Simplify Equity PLUS can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Simplify Equity PLUS generated a negative expected return over the last 90 days
Latest headline from news.google.com: Morgan Stanley files for Bitcoin ETF as U.S. spot fund flows cool - AMBCrypto
The fund maintains 99.7% of its assets in stocks

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 Asset454.15 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 a downside 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 news.google.com: Morgan Stanley files for Bitcoin ETF as U.S. spot fund flows cool - AMBCrypto
The fund maintains 99.7% of its assets in stocks
When determining whether Simplify Equity PLUS offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Simplify Equity's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Simplify Equity Plus Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Simplify Equity Plus Etf:
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 inflation.
You can also try the AI Portfolio Prophet module to use AI to generate optimal portfolios and find profitable investment opportunities.
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.