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

ETF | Corporate Bond |

Last Closing

USD 23.3292

Change

-0.07 (-0.30)%

Market Cap

USD 0.30B

Volume

0.06M

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: 2024-05-22 )

Largest Industry Peers for Corporate Bond

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

+0.09 (+0.08%)

USD 28.52B
SPIB SPDR Barclays Intermediate Ter..

+0.01 (+0.03%)

USD 8.17B
CORP PIMCO Investment Grade Corpora..

+0.09 (+0.09%)

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

+0.03 (+0.06%)

USD 1.05B
GIGB Goldman Sachs Access Investmen..

+0.03 (+0.07%)

USD 0.73B
FLCO Franklin Liberty Investment Gr..

+0.01 (+0.05%)

USD 0.38B
LQDH iShares Interest Rate Hedged C..

-0.33 (-0.35%)

USD 0.36B
KORP American Century Diversified C..

+0.01 (+0.02%)

USD 0.25B
FCOR Fidelity® Corporate Bond ETF

+0.08 (+0.16%)

USD 0.22B
IGBH iShares Interest Rate Hedged L..

-0.13 (-0.53%)

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 -1.11% 87% B+ 31% F
Dividend Return 1.20% 19% F 48% F
Total Return 0.10% 69% C- 30% F
Trailing 12 Months  
Capital Gain 0.73% 50% F 28% F
Dividend Return 3.28% 14% F 47% F
Total Return 4.01% 21% F 27% F
Trailing 5 Years  
Capital Gain -7.32% 81% B- 35% F
Dividend Return 7.50% 13% F 24% F
Total Return 0.18% 31% F 27% F
Average Annual (5 Year Horizon)  
Capital Gain -2.30% 80% B- 29% F
Dividend Return -0.82% 67% D+ 23% F
Total Return 1.49% 7% C- 35% F
Risk Return Profile  
Volatility (Standard Deviation) 5.29% 100% F 93% A
Risk Adjusted Return -15.45% 47% F 17% F
Market Capitalization 0.30B 56% F 38% 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.