RISN:NYE-Inspire Tactical Balanced ESG ETF (USD)

ETF | Others |

Last Closing

USD 25.97

Change

+0.14 (+0.54)%

Market Cap

USD 0.09B

Volume

0.02M

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 )

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ETFs Containing RISN

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 4.17% 52% F 57% F
Dividend Return 0.30% 12% F 9% A-
Total Return 4.47% 47% F 51% F
Trailing 12 Months  
Capital Gain 12.43% 62% D 64% D
Dividend Return 0.78% 12% F 9% A-
Total Return 13.22% 58% F 58% 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 -1.84% 31% F 30% F
Dividend Return 1.57% 52% F 37% F
Total Return 3.41% 91% A- 65% D
Risk Return Profile  
Volatility (Standard Deviation) 10.37% 45% F 77% C+
Risk Adjusted Return 15.13% 45% F 39% F
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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.