FDLS:NYE-Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF (USD)

ETF | Others |

Last Closing

USD 29.6077

Change

0.00 (0.00)%

Market Cap

USD 0.09B

Volume

0.01M

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: 2024-08-04 )

ETFs Containing FDLS

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 0.92% 34% F 40% F
Dividend Return 0.52% 15% F 11% F
Total Return 1.44% 20% F 31% F
Trailing 12 Months  
Capital Gain 5.95% 50% F 53% F
Dividend Return 0.67% 11% F 7% C-
Total Return 6.61% 36% F 41% F
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 6.71% 83% B 62% D
Dividend Return 7.03% 82% B 55% F
Total Return 0.32% 19% F 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 8.41% 55% F 81% B-
Risk Adjusted Return 83.59% 94% A 93% A
Market Capitalization 0.09B 61% D- 26% 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.