SPUC 股價展望與 ETF 分析 - 配息·管理費·持股·NAV·RSI·MACD | 美股今日
詳細指標表
| Category | US Equities - Quant Strat | Expense | 0.53% | Return% 1Y | 9.26% | Total Holdings | 6 | Perf Week | -0.6% | Volume | 22,874 |
| Asset Type | Equities (Stocks) | AUM | $262M | Return% 3Y | 26.27% | NAV | $48.56 | Perf Month | -0.23% | Avg Volume | 0.06M |
| ETF Type | US Equities | Dividend TTM | $2.22 (4.59%) | Return% 5Y | 12.41% | 52W High | -3.47% | Perf Quarter | 0.95% | Rel Volume | 0.41 |
| Active/Passive | Active | Div Gr. 3/5Y | 0% 14.93% | Return% 10Y | - | 52W Low | 17.55% | Perf Half Y | 3.31% | Prev Close | $48.56 |
| IPO | 2020/9/4 | Flows% 1M | 3.41% | Return% SI | 15.65% | RSI (14) | 42.92 | Perf YTD | 7.47% | Price | $48.39 |
| Beta | 1.23 | Flows% 3M | 75.77% | Flows% YTD | 142.79% | Flows% 1Y | 164.09% | Perf Year | 3.12% | Volatility(W/M) | 0.63% 0.75% |
| SMA20 | -1.37% | SMA50 | -1% | SMA200 | 2.66% | ATR | 0.45 | ||||
Simplify US Equity PLUS Upside Convexity ETF seeks to provide capital appreciation. The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of U.S. companies and applying an upside convexity option overlay strategy to the equity investments. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds ("ETFs"). The upside convexity option overlay strategy consists of purchasing exchange-traded and over the counter ("OTC") call options on the S&P 500 Index or an S&P 500 Index ETF.
前 3 大持股占 基金的 100%
集中在少數幾檔。它們波動時,ETF 也會跟著波動。
依持股比重由大到小。
過去一年中, 屬於偏高
較一年最高價低 3%。
成交量低於平時。 相當於平均成交量的41%。
若長期持有 表現出色
若 5 年前買入,現在的報酬率為 +59.1%。 同期標普 500 為 +68%。
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價格 波動較大
最糟時(2021年12月)下跌了 29%,花了 478 天才恢復。
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股息 穩定配發
每年可領取 4.59% 的股息。
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資金持續流入
最近一年流入了相當於資產 164.1% 的新資金。
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常見問題
SPUC 投資了多少檔標的?
SPUC 總共持有 6 檔標的,AUM 約為 $262M。
SPUC 有配息嗎?
SPUC 的配息殖利率約為 4.59%。
SPUC 的 52 週最高價與最低價是多少?
SPUC 在過去 52 週最高為 $50.13,最低為 $41.16。