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

ETF | Corporate Bond |

Last Closing

USD 23.94

Change

-0.08 (-0.34)%

Market Cap

USD 0.36B

Volume

0.04M

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: 2024-08-28 )

Largest Industry Peers for Corporate Bond

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

+0.05 (+0.15%)

USD 9.29B
QLTA iShares Aaa - A Rated Corporat..

+0.09 (+0.18%)

USD 1.42B
CORP PIMCO Investment Grade Corpora..

+0.24 (+0.24%)

USD 1.25B
GIGB Goldman Sachs Access Investmen..

+0.14 (+0.30%)

USD 0.83B
LQDH iShares Interest Rate Hedged C..

+0.19 (+0.20%)

USD 0.39B
KORP American Century Diversified C..

+0.14 (+0.28%)

USD 0.30B
IGBH iShares Interest Rate Hedged L..

+0.07 (+0.27%)

USD 0.09B
IG Principal Exchange-Traded Fund..

+0.06 (+0.29%)

USD 0.09B
LQD iShares iBoxx $ Investment Gra..

+0.35 (+0.31%)

N/A
FCOR Fidelity® Corporate Bond ETF

+0.11 (+0.22%)

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 1.48% 71% C- 35% F
Dividend Return 2.58% 50% F 56% F
Total Return 4.07% 71% C- 35% F
Trailing 12 Months  
Capital Gain 4.22% 21% F 37% F
Dividend Return 3.59% 15% F 52% F
Total Return 7.81% 21% F 36% F
Trailing 5 Years  
Capital Gain -7.41% 69% C- 36% F
Dividend Return 8.36% 8% B- 27% F
Total Return 0.95% 46% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain -2.36% 71% C- 26% F
Dividend Return -0.68% 64% D 22% F
Total Return 1.69% 8% B- 39% F
Risk Return Profile  
Volatility (Standard Deviation) 5.42% 93% A 90% A-
Risk Adjusted Return -12.48% 57% F 19% F
Market Capitalization 0.36B 44% F 43% 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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.