Simplify Macro Strategy Etf Performance
| FIG Etf | USD 21.89 0.06 0.27% |
The entity has a beta of 0.4, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Simplify Macro's returns are expected to increase less than the market. However, during the bear market, the loss of holding Simplify Macro is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Simplify Macro Strategy are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable forward indicators, Simplify Macro is not utilizing all of its potentials. The latest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
1 | New Fortress Energy Inc. Sued for Securities Law Violations - Investors Should Contact Levi Korsinsky for More Information - NFE | 10/07/2024 |
2 | SoFi Strikes Deal With Fortress for 2 Billion of Personal Loans | 10/14/2024 |
3 | Landmark Theatres Owner Slammed For Transferring Personal Assets | 10/22/2024 |
4 | Fortress, BlackRock Said to Mull Joint Bid for Cinvens Viridium | 10/28/2024 |
5 | Asset-Backed DebtSales Top 313 Billion, Beating Post-Financial Crisis Record | 10/29/2024 |
6 | France Built Supermans Polar Fortress To Study Climate Change | 10/30/2024 |
7 | Florida Rail Brightlines Riskiest Munis Lure Investors on Expansion Bet | 10/31/2024 |
8 | New Fortress Energy Schedules Third Quarter 2024 Earnings Release and Conference Call | 11/01/2024 |
9 | TGI Fridays Files for Bankruptcy | 11/04/2024 |
10 | Levi Korsinsky Announces the Filing of a Securities Class Action on Behalf of New Fortress Energy Inc. Shareholders | 11/05/2024 |
11 | Shareholders that lost money on New Fortress Energy Inc. should contact Levi Korsinsky about pending Class Action - NFE | 11/06/2024 |
12 | Earnings call New Fortress Energy Q3 2024 results align with forecasts | 11/07/2024 |
Simplify |
Simplify Macro Relative Risk vs. Return Landscape
If you would invest 2,100 in Simplify Macro Strategy on August 10, 2024 and sell it today you would earn a total of 89.00 from holding Simplify Macro Strategy or generate 4.24% return on investment over 90 days. Simplify Macro Strategy is generating 0.0677% of daily returns assuming volatility of 0.7627% on return distribution over 90 days investment horizon. In other words, 6% 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 |
Simplify Macro Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Simplify Macro's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Simplify Macro Strategy, and traders can use it to determine the average amount a Simplify Macro'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 = 0.0888
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| Cash | FIG | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Simplify Macro is performing at about 6% 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 Macro by adding it to a well-diversified portfolio.
Simplify Macro Fundamentals Growth
Simplify Etf prices reflect investors' perceptions of the future prospects and financial health of Simplify Macro, and Simplify Macro 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.
| Return On Equity | 43.41 | |||
| Return On Asset | 6.55 | |||
| Profit Margin | 19.73 % | |||
| Operating Margin | 24.27 % | |||
| Current Valuation | 1.16 B | |||
| Shares Outstanding | 219.4 M | |||
| Price To Earning | 10.05 X | |||
| Price To Book | 2.70 X | |||
| Price To Sales | 3.23 X | |||
| Revenue | 944.4 M | |||
| EBITDA | 247.56 M | |||
| Cash And Equivalents | 665.57 M | |||
| Cash Per Share | 3.03 X | |||
| Total Debt | 105 M | |||
| Debt To Equity | 10.50 % | |||
| Book Value Per Share | 2.90 X | |||
| Cash Flow From Operations | 243.17 M | |||
| Earnings Per Share | 0.78 X | |||
| Total Asset | 20.66 M | |||
| Retained Earnings | (1.42 B) | |||
About Simplify Macro Performance
By analyzing Simplify Macro's fundamental ratios, stakeholders can gain valuable insights into Simplify Macro's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Simplify Macro 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 Macro has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund will primarily invest in equity, fixed income, and alternative ETFs that are managed by the adviser. Simplify Macro is traded on NYSEARCA Exchange in the United States.| About 73.0% of the company shares are owned by institutional investors | |
| Latest headline from investing.com: Earnings call New Fortress Energy Q3 2024 results align with forecasts | |
| The fund retains roughly 7.76% of its assets under management (AUM) in fixed income securities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Simplify Macro Strategy. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
The market value of Simplify Macro Strategy 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 Macro's value that differs from its market value or its book value, called intrinsic value, which is Simplify Macro'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 Macro's market value can be influenced by many factors that don't directly affect Simplify Macro'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 Macro's value and its price as these two are different measures arrived at by different means. Investors typically determine if Simplify Macro is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Simplify Macro'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.