Simplify US Equity PLUS Upside Convexity ETF
SPUC
NYSE Arca
| Weiss Ratings | SPUC - NYSE Arca | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Valuation | SPUC - NYSE Arca | Click to Compare |
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| Price | $38.46 | |||
| Company Info | SPUC - NYSE Arca | Click to Compare |
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| Provider | Simplify Asset Management | |||
| Manager/Tenure (Years) | David Berns (4), Michael Green (3), Jeffrey A. Schwarte (0) | |||
| Website | http://https://www.simplify.us/ | |||
| Phone Number | -- | |||
| Fund Information | SPUC - NYSE Arca | Click to Compare |
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| Fund Name | Simplify US Equity PLUS Upside Convexity ETF | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 03, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | -- | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SPUC - NYSE Arca | Click to Compare |
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| Dividend Yield | 0.92% | |||
| Dividend | SPUC - NYSE Arca | Click to Compare |
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| Dividend Yield (Forward) | 1.41% | |||
| Asset Allocation | SPUC - NYSE Arca | Click to Compare |
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| Cash | 0.24% | |||
| Stock | 99.76% | |||
| U.S. Stock | 99.21% | |||
| Non-U.S. Stock | 0.55% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | SPUC - NYSE Arca | Click to Compare |
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| 7-Day Total Return | -7.74% | |||
| 30-Day Total Return | -10.28% | |||
| 60-Day Total Return | -7.83% | |||
| 90-Day Total Return | -15.12% | |||
| Year to Date Total Return | -6.09% | |||
| 1-Year Total Return | 6.00% | |||
| 2-Year Total Return | 42.56% | |||
| 3-Year Total Return | 29.31% | |||
| 5-Year Total Return | -- | |||
| Price | SPUC - NYSE Arca | Click to Compare |
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| Closing Price | $40.24 | |||
| 1-Month Low Price | $40.24 | |||
| 1-Month High Price | $43.55 | |||
| 52-Week Low Price | $35.27 | |||
| 52-Week Low Price (Date) | Apr 19, 2024 | |||
| 52-Week High Price | $45.48 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| NAV | SPUC - NYSE Arca | Click to Compare |
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| 1-Month Low NAV | $40.26 | |||
| 1-Month High NAV | $43.54 | |||
| 52-Week Low NAV | $35.26 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $45.45 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | SPUC - NYSE Arca | Click to Compare |
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| Beta | 1.22 | |||
| Standard Deviation | 21.55 | |||
| Balance Sheet | SPUC - NYSE Arca | Click to Compare |
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| Total Assets | 115.57M | |||
| Operating Ratios | SPUC - NYSE Arca | Click to Compare |
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| Expense Ratio | 0.53% | |||
| Turnover Ratio | 4.00% | |||
| Performance | SPUC - NYSE Arca | Click to Compare |
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| Last Bull Market Total Return | 27.10% | |||
| Last Bear Market Total Return | -17.79% | |||
