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

ETF | Corporate Bond |

Last Closing

USD 23.58

Change

-0.01 (-0.04)%

Market Cap

USD 0.30B

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: 2024-07-17 )

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 -0.04% 71% C- 30% F
Dividend Return 1.87% 13% F 48% F
Total Return 1.82% 53% F 28% F
Trailing 12 Months  
Capital Gain 0.99% 43% F 35% F
Dividend Return 3.39% 15% F 50% F
Total Return 4.38% 29% F 34% F
Trailing 5 Years  
Capital Gain -7.44% 79% B- 38% F
Dividend Return 7.82% 7% C- 26% F
Total Return 0.38% 36% F 31% F
Average Annual (5 Year Horizon)  
Capital Gain -2.36% 73% C 27% F
Dividend Return -0.75% 67% D+ 24% F
Total Return 1.61% 7% C- 37% F
Risk Return Profile  
Volatility (Standard Deviation) 5.34% 93% A 89% A-
Risk Adjusted Return -14.10% 60% D- 20% F
Market Capitalization 0.30B 53% F 38% 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.