(TYA) Simplify Exchange Traded - Ratings and Ratios

The Simplify Risk Parity Treasury ETF (BATS:TYA) is an actively managed exchange-traded fund designed to deliver total returns that match or exceed the performance of the ICE U.S. Treasury 20+ Year Index over a calendar quarter. The fund focuses on capitalizing on trends and opportunities within the U.S. Treasury market, employing a flexible investment approach to navigate varying market conditions.

Under normal market conditions, the fund allocates at least 80% of its net assets to a combination of futures contracts, call options, and put options on U.S. Treasury futures. It also invests in U.S. government securities, including bills, notes, and bonds issued by the U.S. Treasury, as well as fixed-income ETFs that concentrate on U.S. Treasuries. This diversified strategy allows the fund to adapt to shifting interest rate environments and maximize returns through active management.

From a technical standpoint, the fund currently trades at $13.22 with a 20-day average volume of 149,121 shares. Its short-term momentum, as indicated by the SMA 20 ($12.62) and SMA 50 ($12.34), suggests a recent uptrend. The SMA 200 ($12.97) indicates longer-term stability, while the ATR of 0.17 reflects moderate volatility. With an AUM of $123.00 million, the fund maintains a stable asset base, supporting its liquidity and operational efficiency.

Over the next three months, based on the convergence of the SMA 20 and SMA 50 above the SMA 200, the fund is expected to maintain its upward trajectory, potentially reaching $13.50 by the end of the quarter. The ATR suggests controlled volatility, with price fluctuations likely bounded within a $0.35 range around the current price. This forecast aligns with the funds strategic focus on capitalizing on Treasury market trends while managing risk through its options and futures strategy.