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

ETF | Corporate Bond |

Last Closing

USD 23.39

Change

+0.09 (+0.39)%

Market Cap

USD 0.31B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-03 )

Largest Industry Peers for Corporate Bond

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

+0.56 (+0.52%)

USD 30.52B
SPIB SPDR Barclays Intermediate Ter..

+0.11 (+0.34%)

USD 8.30B
CORP PIMCO Investment Grade Corpora..

+0.49 (+0.51%)

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

+0.24 (+0.50%)

USD 1.06B
GIGB Goldman Sachs Access Investmen..

+0.22 (+0.49%)

USD 0.77B
FLCO Franklin Liberty Investment Gr..

+0.09 (+0.43%)

USD 0.38B
LQDH iShares Interest Rate Hedged C..

+0.04 (+0.04%)

USD 0.37B
KORP American Century Diversified C..

+0.22 (+0.47%)

USD 0.25B
FCOR Fidelity® Corporate Bond ETF

+0.26 (+0.55%)

USD 0.22B
IGBH iShares Interest Rate Hedged L..

N/A

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 -0.85% 79% B- 36% F
Dividend Return 1.87% 13% F 48% F
Total Return 1.02% 67% D+ 36% F
Trailing 12 Months  
Capital Gain 1.78% 71% C- 40% F
Dividend Return 3.45% 15% F 50% F
Total Return 5.23% 36% F 39% F
Trailing 5 Years  
Capital Gain -8.72% 80% B- 40% F
Dividend Return 7.77% 13% F 27% F
Total Return -0.95% 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 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.