(CRDT) Simplify Exchange Traded - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US82889N5582 • Multisector Bond
CRDT: Bonds, Corporate, Government, Loans, Preferred, Stocks
The Simplify Exchange Traded Funds (NYSE ARCA:CRDT) is an actively managed ETF designed to generate returns through fixed income investments. It primarily focuses on income-producing securities, including U.S. and foreign corporate bonds (both investment grade and high yield), preferred stock, U.S. Treasury bonds, and bank loans. The funds active management approach allows it to adapt to market conditions while maintaining a diversified portfolio across various fixed income sectors.
Ticker Symbol: CRDT | Exchange: NYSE ARCA | Type: ETF | Country Origin: USA | ETF Category: Multisector Bond.
Based on the provided data, here is a 3-month forecast:
Over the next three months, CRDT is expected to maintain its current trajectory, supported by its moderate AUM of $86.06M and stable average volume of 41,885 shares. The funds price of $25.86 is currently above its 20-day, 50-day, and 200-day SMAs ($25.63, $25.22, and $24.47, respectively), indicating positive momentum. The ATR of 0.14 suggests low volatility, which is typical for fixed income-focused ETFs. Given these indicators, CRDT is likely to remain stable, with potential for slight appreciation if interest rates remain favorable and credit spreads tighten.
Additional Sources for CRDT ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
CRDT ETF Overview
Market Cap in USD | 112m |
Category | Multisector Bond |
TER | 0.50% |
IPO / Inception | 2023-06-26 |
CRDT ETF Ratings
Growth Rating | 53.3 |
Fundamental | - |
Dividend Rating | 65.5 |
Rel. Strength | 6.32 |
Analysts | - |
Fair Price Momentum | 26.32 USD |
Fair Price DCF | - |
CRDT Dividends
Dividend Yield 12m | 6.70% |
Yield on Cost 5y | 7.43% |
Annual Growth 5y | 66.14% |
Payout Consistency | 100.0% |
CRDT Growth Ratios
Growth Correlation 3m | -36.4% |
Growth Correlation 12m | 93.1% |
Growth Correlation 5y | 95.6% |
CAGR 5y | 6.38% |
CAGR/Max DD 5y | 1.55 |
Sharpe Ratio 12m | 0.89 |
Alpha | 2.34 |
Beta | 0.034 |
Volatility | 9.66% |
Current Volume | 14k |
Average Volume 20d | 28.7k |
As of May 10, 2025, the stock is trading at USD 24.92 with a total of 13,979 shares traded.
Over the past week, the price has changed by -2.17%, over one month by +0.90%, over three months by -1.03% and over the past year by +6.75%.
Partly, yes. Based on ValueRay Analyses, Simplify Exchange Traded (NYSE ARCA:CRDT) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 53.25 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of CRDT as of May 2025 is 26.32. This means that CRDT is currently overvalued and has a potential downside of 5.62%.
Simplify Exchange Traded has no consensus analysts rating.
According to ValueRays Forecast Model, CRDT Simplify Exchange Traded will be worth about 28.4 in May 2026. The stock is currently trading at 24.92. This means that the stock has a potential upside of +14.09%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 28.4 | 14.1% |