· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $43.34Day −2.25%1Y +16.8%Off 52W high −10.8%Vol (1Y) 24.6%
Daily closing price, split-adjusted to the current basis; 3y shown of 2,154 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
SIMS is not in the screener universe.
| YTD+3.5% |
| 1Y+16.8% |
| 3Y+16.5% |
| 5Y−1.6% |
| Since incept. (ann.)+5.4% |
Total return through 2026-07-29 · series begins 2017-12-27. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)24.6% |
| Ann. volatility (3Y)23.4% |
| Sharpe (1Y)0.72 |
| Sharpe (3Y)0.36 |
| Max drawdown (1Y)−15.8% |
| Max drawdown (3Y)−28.8% |
| Beta (3Y vs SPY)1.38 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | 9,930 | $417,773 | — | +0.0% |
| Comprehensive Money Management Services LLC | 9,634 | $405,320 | — | +0.0% |
| CITADEL ADVISORS LLC | 8,779 | $369,348 | — | new |
| SFI Advisors, LLC | 6,751 | $284,027 | — | −45.3% |
| HighTower Advisors, LLC | 4,924 | $207,162 | — | +0.0% |
| Geneos Wealth Management Inc. | 600 | $25,242 | — | +0.0% |
| Farther Finance Advisors, LLC | 506 | $21,438 | — | +0.0% |
| SHP Wealth Management | 352 | $14,810 | — | +0.0% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for SIMS.
