IBD:NYE-Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF (USD)

ETF | Corporate Bond |

Last Closing

USD 23.41

Change

-0.02 (-0.09)%

Market Cap

USD 0.30B

Volume

0.05M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-16 )

Largest Industry Peers for Corporate Bond

Symbol Name Price(Change) Market Cap
LQD iShares iBoxx $ Investment Gra..

+0.66 (+0.62%)

USD 28.52B
SPIB SPDR Barclays Intermediate Ter..

+0.12 (+0.37%)

USD 8.17B
CORP PIMCO Investment Grade Corpora..

+0.47 (+0.50%)

USD 1.09B
QLTA iShares Aaa - A Rated Corporat..

+0.26 (+0.55%)

USD 1.05B
GIGB Goldman Sachs Access Investmen..

+0.26 (+0.56%)

USD 0.73B
FLCO Franklin Liberty Investment Gr..

+0.13 (+0.59%)

USD 0.38B
LQDH iShares Interest Rate Hedged C..

+0.19 (+0.20%)

USD 0.36B
KORP American Century Diversified C..

+0.24 (+0.52%)

USD 0.25B
FCOR Fidelity® Corporate Bond ETF

+0.27 (+0.59%)

USD 0.22B
IGBH iShares Interest Rate Hedged L..

+0.03 (+0.12%)

USD 0.16B

ETFs Containing IBD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Corporate Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.76% 87% B+ 31% F
Dividend Return 1.20% 19% F 49% F
Total Return 0.44% 75% C 30% F
Trailing 12 Months  
Capital Gain 0.91% 64% D 30% F
Dividend Return 3.28% 14% F 47% F
Total Return 4.18% 29% F 28% F
Trailing 5 Years  
Capital Gain -6.88% 81% B- 35% F
Dividend Return 7.51% 13% F 24% F
Total Return 0.63% 38% F 27% F
Average Annual (5 Year Horizon)  
Capital Gain -2.30% 80% B- 29% F
Dividend Return -0.83% 67% D+ 23% F
Total Return 1.47% 7% C- 35% F
Risk Return Profile  
Volatility (Standard Deviation) 5.28% 100% F 93% A
Risk Adjusted Return -15.63% 33% F 17% F
Market Capitalization 0.30B 56% F 37% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.