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

ETF | Corporate Bond |

Last Closing

USD 23.4

Change

-0.12 (-0.51)%

Market Cap

USD 0.31B

Volume

0.04M

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: 2024-06-14 )

Largest Industry Peers for Corporate Bond

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

-0.36 (-0.33%)

USD 29.43B
SPIB SPDR Barclays Intermediate Ter..

-0.05 (-0.15%)

USD 8.17B
CORP PIMCO Investment Grade Corpora..

-0.16 (-0.17%)

USD 1.10B
QLTA iShares Aaa - A Rated Corporat..

-0.13 (-0.26%)

USD 1.05B
GIGB Goldman Sachs Access Investmen..

-0.09 (-0.20%)

USD 0.73B
FLCO Franklin Liberty Investment Gr..

-0.05 (-0.25%)

USD 0.38B
LQDH iShares Interest Rate Hedged C..

N/A

USD 0.37B
KORP American Century Diversified C..

-0.09 (-0.19%)

USD 0.25B
FCOR Fidelity® Corporate Bond ETF

-0.11 (-0.24%)

USD 0.22B
IGBH iShares Interest Rate Hedged L..

-0.04 (-0.16%)

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 -0.81% 71% C- 37% F
Dividend Return 1.52% 13% F 48% F
Total Return 0.72% 60% D- 37% F
Trailing 12 Months  
Capital Gain 1.17% 46% F 40% F
Dividend Return 3.32% 15% F 50% F
Total Return 4.49% 31% F 39% F
Trailing 5 Years  
Capital Gain -7.84% 80% B- 37% F
Dividend Return 7.52% 13% F 24% F
Total Return -0.31% 33% F 28% F
Average Annual (5 Year Horizon)  
Capital Gain -2.34% 79% B- 28% F
Dividend Return -0.79% 71% C- 24% F
Total Return 1.55% 7% C- 36% F
Risk Return Profile  
Volatility (Standard Deviation) 5.31% 100% F 89% A-
Risk Adjusted Return -14.87% 50% F 20% F
Market Capitalization 0.31B 53% F 39% 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.