FMCX:NYE-Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF (USD)

ETF | Others |

Last Closing

USD 28.9371

Change

+0.10 (+0.36)%

Market Cap

USD 0.09B

Volume

224.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-05 )

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ETFs Containing FMCX

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 8.75% 69% C- 72% C
Dividend Return 0.11% 3% F 2% F
Total Return 8.86% 66% D+ 67% D+
Trailing 12 Months  
Capital Gain 17.35% 75% C 75% C
Dividend Return 0.12% 2% F 1% F
Total Return 17.46% 72% C 69% C-
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 6.98% 85% B 63% D
Dividend Return 7.07% 83% B 56% F
Total Return 0.09% 8% B- 3% F
Risk Return Profile  
Volatility (Standard Deviation) 8.61% 53% F 80% B-
Risk Adjusted Return 82.11% 95% A 94% A
Market Capitalization 0.09B 61% 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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.