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

ETF | Corporate Bond |

Last Closing

USD 23.48

Change

+0.09 (+0.38)%

Market Cap

USD 0.31B

Volume

0.02M

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: 2024-07-05 )

Largest Industry Peers for Corporate Bond

Symbol Name Price(Change) Market Cap
SPIB SPDR Barclays Intermediate Ter..

-0.15 (-0.45%)

USD 9.48B
QLTA iShares Aaa - A Rated Corporat..

-0.27 (-0.55%)

USD 1.42B
CORP PIMCO Investment Grade Corpora..

-0.51 (-0.52%)

USD 1.27B
GIGB Goldman Sachs Access Investmen..

-0.22 (-0.47%)

USD 0.87B
LQDH iShares Interest Rate Hedged C..

+0.36 (+0.39%)

USD 0.40B
KORP American Century Diversified C..

-0.36 (-0.75%)

USD 0.32B
IGBH iShares Interest Rate Hedged L..

+0.11 (+0.45%)

USD 0.09B
IG Principal Exchange-Traded Fund..

-0.07 (-0.33%)

USD 0.09B
LQD iShares iBoxx $ Investment Gra..

-0.61 (-0.54%)

N/A
FCOR Fidelity® Corporate Bond ETF

-0.33 (-0.68%)

N/A

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 -0.47% 79% B- 38% F
Dividend Return 1.87% 13% F 48% F
Total Return 1.40% 67% D+ 37% F
Trailing 12 Months  
Capital Gain 2.64% 64% D 41% F
Dividend Return 3.46% 15% F 50% F
Total Return 6.11% 29% F 40% F
Trailing 5 Years  
Capital Gain -8.37% 80% B- 40% F
Dividend Return 7.77% 13% F 27% F
Total Return -0.60% 40% F 33% F
Average Annual (5 Year Horizon)  
Capital Gain -2.36% 73% C 27% F
Dividend Return -0.76% 67% D+ 24% F
Total Return 1.59% 7% C- 37% F
Risk Return Profile  
Volatility (Standard Deviation) 5.33% 93% A 89% A-
Risk Adjusted Return -14.31% 60% D- 20% 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.