Simplify Propel Opportunities ETF
SURI
NYSE Arca
Weiss Ratings | SURI - NYSE Arca | Click to Compare |
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Rating | ||||
Reward Index | Weak | |||
Reward Grade | D+ | |||
Risk Index | Fair | |||
Risk Grade | C- | |||
Valuation | SURI - NYSE Arca | Click to Compare |
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Price | $15.43 | |||
Company Info | SURI - NYSE Arca | Click to Compare |
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Provider | Simplify Asset Management | |||
Manager/Tenure (Years) | David Berns (2), Xue Hua (2), Leen Kawas (2), 1 other | |||
Website | http://https://www.simplify.us/ | |||
Phone Number | -- | |||
Fund Information | SURI - NYSE Arca | Click to Compare |
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Fund Name | Simplify Propel Opportunities ETF | |||
Category | Health | |||
Sub-Category | Healthcare Sector Equity | |||
Prospectus Objective | Growth | |||
Inception Date | Feb 07, 2023 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | -- | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | SURI - NYSE Arca | Click to Compare |
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Dividend Yield | 22.58% | |||
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Dividend Yield (Forward) | 4.06% | |||
Asset Allocation | SURI - NYSE Arca | Click to Compare |
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Cash | 17.51% | |||
Stock | 76.14% | |||
U.S. Stock | 72.93% | |||
Non-U.S. Stock | 3.21% | |||
Bond | 6.35% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 6.35% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | SURI - NYSE Arca | Click to Compare |
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7-Day Total Return | 8.70% | |||
30-Day Total Return | 10.31% | |||
60-Day Total Return | 15.20% | |||
90-Day Total Return | -0.62% | |||
Year to Date Total Return | 3.48% | |||
1-Year Total Return | -17.19% | |||
2-Year Total Return | -3.91% | |||
3-Year Total Return | -- | |||
5-Year Total Return | -- | |||
Price | SURI - NYSE Arca | Click to Compare |
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Closing Price | $14.79 | |||
1-Month Low Price | $13.81 | |||
1-Month High Price | $14.79 | |||
52-Week Low Price | $12.71 | |||
52-Week Low Price (Date) | Apr 08, 2025 | |||
52-Week High Price | $26.44 | |||
52-Week High Price (Date) | Nov 07, 2024 | |||
NAV | SURI - NYSE Arca | Click to Compare |
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1-Month Low NAV | $13.63 | |||
1-Month High NAV | $14.78 | |||
52-Week Low NAV | $12.89 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $25.90 | |||
52-Week High Price (Date) | Nov 07, 2024 | |||
Beta / Standard Deviation | SURI - NYSE Arca | Click to Compare |
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Beta | -- | |||
Standard Deviation | -- | |||
Balance Sheet | SURI - NYSE Arca | Click to Compare |
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Total Assets | 63.52M | |||
Operating Ratios | SURI - NYSE Arca | Click to Compare |
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Expense Ratio | 2.54% | |||
Turnover Ratio | 42.00% | |||
Performance | SURI - NYSE Arca | Click to Compare |
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Last Bull Market Total Return | -2.77% | |||
Last Bear Market Total Return | -- | |||