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

ETF | Corporate Bond |

Last Closing

USD 23.25

Change

-0.07 (-0.30)%

Market Cap

USD 0.31B

Volume

0.07M

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: 2024-07-01 )

Largest Industry Peers for Corporate Bond

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

+0.79 (+0.74%)

USD 30.52B
SPIB SPDR Barclays Intermediate Ter..

+0.12 (+0.37%)

USD 8.30B
CORP PIMCO Investment Grade Corpora..

+0.48 (+0.51%)

USD 1.11B
QLTA iShares Aaa - A Rated Corporat..

+0.28 (+0.60%)

USD 1.06B
GIGB Goldman Sachs Access Investmen..

+0.25 (+0.56%)

USD 0.77B
FLCO Franklin Liberty Investment Gr..

+0.13 (+0.62%)

USD 0.38B
LQDH iShares Interest Rate Hedged C..

+0.13 (+0.14%)

USD 0.37B
KORP American Century Diversified C..

+0.30 (+0.65%)

USD 0.25B
FCOR Fidelity® Corporate Bond ETF

+0.28 (+0.61%)

USD 0.22B
IGBH iShares Interest Rate Hedged L..

+0.03 (+0.12%)

USD 0.17B

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 -1.44% 84% B 36% F
Dividend Return 1.87% 10% F 48% F
Total Return 0.42% 70% C- 36% F
Trailing 12 Months  
Capital Gain 0.83% 78% C+ 41% F
Dividend Return 3.44% 11% F 50% F
Total Return 4.26% 53% F 39% F
Trailing 5 Years  
Capital Gain -9.39% 80% B- 39% F
Dividend Return 7.76% 10% F 26% F
Total Return -1.63% 40% F 33% F
Average Annual (5 Year Horizon)  
Capital Gain -2.35% 73% C 28% F
Dividend Return -0.77% 67% D+ 25% F
Total Return 1.58% 7% C- 37% F
Risk Return Profile  
Volatility (Standard Deviation) 5.32% 93% A 88% B+
Risk Adjusted Return -14.49% 53% F 21% F
Market Capitalization 0.31B 40% 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:
Below median total returns

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

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.