CRDT Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
Full metrics table
| Category | Bonds - Broad Market | Expense | 0.99% | Return% 1Y | -7.52% | Total Holdings | 45 | Perf Week | 1.64% | Volume | 9,816 |
| Asset Type | Bonds | AUM | $28M | Return% 3Y | 0.01% | NAV | $20.88 | Perf Month | -3.2% | Avg Volume | 0.01M |
| ETF Type | Global Bonds | Dividend TTM | $1.22 (5.84%) | Return% 5Y | - | 52W High | -13.1% | Perf Quarter | -9.46% | Rel Volume | 1.36 |
| Active/Passive | Active | Div Gr. 3/5Y | - | Return% 10Y | - | 52W Low | 4.49% | Perf Half Y | -10.13% | Prev Close | $20.55 |
| IPO | 2023/6/27 | Flows% 1M | -0.04% | Return% SI | 0.27% | RSI (14) | 47.44 | Perf YTD | -10.23% | Price | $20.84 |
| Beta | 0.19 | Flows% 3M | -14.51% | Flows% YTD | -48.54% | Flows% 1Y | -60.36% | Perf Year | -10.96% | Volatility(W/M) | 0.29% 0.47% |
| SMA20 | 1.48% | SMA50 | -4.82% | SMA200 | -8.77% | ATR | 0.2 | ||||
Simplify Opportunistic Income ETF seeks capital appreciation in elevated and rising inflationary environments. The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in: inflation swaps; options on U.S. interest rates ("swaptions"); and U.S. Treasury Securities, including U.S. Treasury Inflation-Protected Securities ("TIPS"). Under normal market conditions, the fund will invest up to 30% of its net assets in inflation swaps and swaptions to seek to achieve the fund's investment objective. It is non-diversified.
The top 10 make up 51% of the fund
RITM RITHM CAPITAL CORP 10.66% 
DX DYNEX CAPITAL INC (NEW) 4.86% 
MFA MFA FINANCIAL INC 4.48% 7 
NLY ANNALY CAPITAL MANAGEMENT INC 4.43% 
AGNC AGNC INVESTMENT CORP 3.47% Over the past 1 year, on the lower side
13% below its 1-year high.
Traded more than usual. That is 136% of its average volume.
Long-term returns are roughly flat
Bought 3 years ago, your return today would be -16.3%.
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The price barely moves
At its worst (February 2025) it fell 17% and has not fully recovered yet.
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Dividends are paid consistently
Pays 5.84% annually in dividends.
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A lot of money is flowing out
Over the past year, money equal to 60.4% of assets left.
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IAGG-1× iShares International Aggregate Bond Fund 12.6B 
SPYU MAX S&P 500 4X Leveraged ETN 529M 
LQDW iShares LQD Premium Income+ ETF 352M 
TBT-1× ProShares UltraShort 20+ Yr Treasury 294M 
WEEK Roundhill Weekly T-Bill ETF 183M 
BNDX Vanguard Total International Bond ETF 0.07% 
IUSB iShares Core Universal USD Bond ETF 0.06% 
BINC iShares Flexible Income Active ETF 0.4% 
PYLD PIMCO Multisector Bond Active ETF 0.64% 
JCPB JPMorgan Core Plus Bond ETF 0.37% 
BND Vanguard Total Bond Market ETF 0.03% 
AGG iShares Core U.S. Aggregate Bond ETF 0.03% 
BSV Vanguard Short-Term Bond ETF 0.03% 
FAQ
How many holdings does CRDT have?
CRDT holds a total of 45 securities, with an AUM of approximately $28M.
Does CRDT pay dividends (distributions)?
CRDT's distribution yield is approximately 5.84%.
What is the 52-week high and low for CRDT?
CRDT has recorded a 52-week high of $23.98 and a low of $19.94.
