Simplify Interest Rate Etf Profile
| PFIX Etf | USD 52.55 0.64 1.20% |
Performance9 of 100
| Odds Of DistressLess than 9
|
Simplify Interest is trading at 52.55 as of the 2nd of May 2024; that is -1.2 percent down since the beginning of the trading day. The etf's open price was 53.19. Simplify Interest has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Simplify Interest Rate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of March 2024 and ending today, the 2nd of May 2024. Click here to learn more.
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. More on Simplify Interest Rate
Moving against Simplify Etf
| 0.78 | JNJ | Johnson Johnson Aggressive Push | PairCorr |
| 0.75 | XTAP | Innovator Equity Acc | PairCorr |
| 0.69 | QTAP | Innovator Growth 100 | PairCorr |
| 0.43 | UPRO | ProShares UltraPro SP500 | PairCorr |
| 0.42 | QTJA | Innovator ETFs Trust | PairCorr |
Simplify Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Simplify Interest's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Simplify Interest or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Broad Debt ETFs, Global Large-Stock Value, Simplify Asset Management (View all Sectors) |
| Issuer | Simplify Asset Management |
| Inception Date | 2021-05-10 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 163.21 Million |
| Asset Type | Fixed Income |
| Category | Broad Debt |
| Focus | Strategy |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | Simplify Asset Management Inc. |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Paul Kim, David Berns, Shailesh Gupta, Michael Green |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Jan |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 15.0 |
| Market Maker | Jane Street |
| Total Expense | 0.5 |
| Management Fee | 0.5 |
| Country Name | USA |
| Returns Y T D | 1.63 |
| Name | Simplify Interest Rate Hedge ETF |
| Currency Code | USD |
| Open Figi | BBG010Z8GW59 |
| 1y Volatility | 14.1 |
| 200 Day M A | 69.0835 |
| 50 Day M A | 48.8847 |
| Code | PFIX |
| Updated At | 1st of May 2024 |
| Currency Name | US Dollar |
| Type | ETF |
Simplify Interest Rate [PFIX] is traded in USA and was established 2021-05-10. The fund is listed under Global Large-Stock Value category and is part of Simplify Asset Management family. The entity is thematically classified as Strategy ETFs. Simplify Interest Rate at this time have 357.99 M in assets. , while the total return for the last year was 8.4%.
Check Simplify Interest Probability Of Bankruptcy
Simplify Interest Top Holders
| AGGH | Simplify Exchange Traded | Etf | Materials |
Simplify Interest Rate Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Simplify Interest market risk premium is the additional return an investor will receive from holding Simplify Interest long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Simplify Interest. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Simplify Interest's alpha and beta are two of the key measurements used to evaluate Simplify Interest's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.087 | |||
| Jensen Alpha | 0.3271 | |||
| Total Risk Alpha | 0.127 | |||
| Sortino Ratio | 0.1263 |
Simplify Interest Against Markets
Picking the right benchmark for Simplify Interest etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Simplify Interest etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Simplify Interest is critical whether you are bullish or bearish towards Simplify Interest Rate at a given time. Please also check how Simplify Interest's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Simplify Interest without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Simplify Etf?
Before investing in Simplify Interest, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Simplify Interest. To buy Simplify Interest etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Simplify Interest. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Simplify Interest etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Simplify Interest Rate etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Simplify Interest Rate etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Simplify Interest Rate, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Simplify Etf please use our How to Invest in Simplify Interest guide.
Already Invested in Simplify Interest Rate?
The danger of trading Simplify Interest Rate is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Simplify Interest is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Simplify Interest. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Simplify Interest Rate is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Simplify Interest Rate offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Simplify Interest'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 Interest Rate Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Simplify Interest Rate Etf: 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 tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
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.