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

ETF | Corporate Bond |

Last Closing

USD 23.3

Change

+0.05 (+0.22)%

Market Cap

USD 0.31B

Volume

0.05M

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: 2024-07-02 )

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 -1.23% 79% B- 36% F
Dividend Return 1.87% 13% F 49% F
Total Return 0.64% 67% D+ 36% F
Trailing 12 Months  
Capital Gain 1.04% 86% B+ 40% F
Dividend Return 3.44% 15% F 50% F
Total Return 4.48% 57% F 39% F
Trailing 5 Years  
Capital Gain -9.20% 80% B- 39% F
Dividend Return 7.76% 13% F 27% F
Total Return -1.44% 53% 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 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:
Below median total returns

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