FMCX:NYE-Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF (USD)

ETF | Others |

Last Closing

USD 28.42

Change

-0.31 (-1.07)%

Market Cap

USD 0.09B

Volume

1.00K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-23 )

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DTB DTB

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GBTC Grayscale Bitcoin Trust (BTC)

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JPST JPMorgan Ultra-Short Income ET..

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SGOV iShares® 0-3 Month Treasury B..

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AVUV Avantis® U.S. Small Cap Value..

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DFUV Dimensional US Marketwide Valu..

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USD 10.43B
JAAA Janus Detroit Street Trust - J..

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ETFs Containing FMCX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.81% 67% D+ 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.81% 64% D 63% D
Trailing 12 Months  
Capital Gain 20.68% 71% C- 70% C-
Dividend Return 0.15% 2% F 1% F
Total Return 20.83% 67% D+ 64% D
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 6.33% 83% B 61% D-
Dividend Return 6.41% 81% B- 54% F
Total Return 0.09% 4% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 8.46% 54% F 85% B
Risk Adjusted Return 75.82% 94% A 92% A
Market Capitalization 0.09B 61% D- 23% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

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