RISN:NYE-Inspire Tactical Balanced ESG ETF (USD)

ETF | Others |

Last Closing

USD 26.7246

Change

-0.05 (-0.20)%

Market Cap

USD 0.09B

Volume

3.66K

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: 2024-08-28 )

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ETFs Containing RISN

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 7.19% 52% F 54% F
Dividend Return 0.56% 17% F 12% F
Total Return 7.75% 48% F 47% F
Trailing 12 Months  
Capital Gain 12.24% 54% F 57% F
Dividend Return 1.03% 18% F 13% F
Total Return 13.27% 52% F 50% 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 -1.37% 31% F 30% F
Dividend Return 1.94% 51% F 36% F
Total Return 3.31% 87% B+ 63% D
Risk Return Profile  
Volatility (Standard Deviation) 10.31% 46% F 77% C+
Risk Adjusted Return 18.85% 44% F 40% F
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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.