Simplify Exchange Traded Etf Performance

MTBA Etf   49.92  0.12  0.24%   
The entity has a beta of 0.013, which indicates not very significant fluctuations relative to the market. 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. Despite somewhat strong fundamental drivers, Simplify Exchange is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
1
Two Sigma Securities LLC Takes Position in Simplify MBS ETF
05/01/2025
2
Mackenzie Investments Opens the Market - Newsfile
05/12/2025
3
Investment Analysis and Advice - news.stocktradersdaily.com
05/27/2025
4
Breakwater Capital Group Makes New Investment in Simplify MBS ETF
06/05/2025
5
Csenge Advisory Group Purchases 584 Shares of Simplify MBS ETF
07/22/2025

Simplify Exchange Relative Risk vs. Return Landscape

If you would invest  4,949  in Simplify Exchange Traded on April 26, 2025 and sell it today you would earn a total of  43.00  from holding Simplify Exchange Traded or generate 0.87% return on investment over 90 days. Simplify Exchange Traded is currently generating 0.0144% in daily expected returns and assumes 0.2184% risk (volatility on return distribution) over the 90 days horizon. In different words, 1% of etfs are less volatile than Simplify, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
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Given the investment horizon of 90 days Simplify Exchange is expected to generate 12.21 times less return on investment than the market. But when comparing it to its historical volatility, the company is 3.6 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 0.22 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 = 0.066

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Estimated Market Risk

 0.22
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99% of assets are more volatile

Expected Return

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Most of other assets have higher returns

Risk-Adjusted Return

 0.07
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95% of assets perform better
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

By analyzing Simplify Exchange's fundamental ratios, stakeholders can gain valuable insights into Simplify Exchange's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
Simplify Exchange is entity of United States. It is traded as Etf on NYSE ARCA exchange.
When determining whether Simplify Exchange Traded is a strong investment it is important to analyze Simplify Exchange's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Simplify Exchange's future performance. For an informed investment choice regarding Simplify Etf, refer to the following important reports:
Check out Correlation Analysis 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 bureau of labor statistics.
You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
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.