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

ETF | Corporate Bond |

Last Closing

USD 23.3195

Change

+0.01 (+0.04)%

Market Cap

USD 0.31B

Volume

0.08M

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: 2024-06-27 )

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 -1.15% 71% C- 35% F
Dividend Return 1.87% 40% F 53% F
Total Return 0.72% 67% D+ 35% F
Trailing 12 Months  
Capital Gain 1.26% 62% D 37% F
Dividend Return 3.44% 15% F 51% F
Total Return 4.70% 31% F 36% F
Trailing 5 Years  
Capital Gain -9.03% 80% B- 36% F
Dividend Return 7.77% 13% F 27% F
Total Return -1.27% 47% F 28% F
Average Annual (5 Year Horizon)  
Capital Gain -2.34% 79% B- 28% F
Dividend Return -0.78% 71% C- 24% F
Total Return 1.56% 7% C- 37% F
Risk Return Profile  
Volatility (Standard Deviation) 5.32% 100% F 89% A-
Risk Adjusted Return -14.70% 50% F 20% F
Market Capitalization 0.31B 53% F 40% 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.