FDLS:NYE-Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF (USD)

ETF | Others |

Last Closing

USD 29.49

Change

+0.16 (+0.55)%

Market Cap

USD 0.09B

Volume

4.10K

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: 2024-06-24 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

-0.01 (-0.05%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.02 (+0.04%)

USD 33.49B
DFAC Dimensional U.S. Core Equity 2..

+0.03 (+0.09%)

USD 28.45B
DTB DTB

+0.11 (+0.56%)

USD 26.58B
GBTC Grayscale Bitcoin Trust (BTC)

+0.39 (+0.72%)

USD 23.75B
JPST JPMorgan Ultra-Short Income ET..

+0.01 (+0.02%)

USD 23.71B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 22.84B
AVUV Avantis® U.S. Small Cap Value..

+0.17 (+0.19%)

USD 11.21B
JAAA Janus Detroit Street Trust - J..

+0.01 (+0.02%)

USD 10.41B
DFUV Dimensional US Marketwide Valu..

-0.02 (-0.05%)

USD 10.31B

ETFs Containing FDLS

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 0.52% 35% F 43% F
Dividend Return 0.24% 8% B- 6% D-
Total Return 0.76% 23% F 34% F
Trailing 12 Months  
Capital Gain 12.50% 62% D 64% D
Dividend Return 0.40% 5% F 4% F
Total Return 12.89% 57% F 57% F
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 6.50% 84% B 62% D
Dividend Return 6.80% 82% B 56% F
Total Return 0.30% 19% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 8.61% 53% F 80% B-
Risk Adjusted Return 78.97% 94% A 93% A
Market Capitalization 0.09B 60% D- 24% 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.