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

ETF | Others |

Last Closing

USD 29.71

Change

0.00 (0.00)%

Market Cap

USD 0.09B

Volume

9.89K

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: 2024-09-08 )

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 1.27% 29% F 36% F
Dividend Return 0.52% 14% F 10% F
Total Return 1.79% 20% F 29% F
Trailing 12 Months  
Capital Gain 8.80% 47% F 49% F
Dividend Return 0.68% 10% F 7% C-
Total Return 9.48% 36% F 40% 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 6.84% 82% B 61% D-
Dividend Return 7.18% 80% B- 55% F
Total Return 0.33% 19% F 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 8.29% 56% F 82% B
Risk Adjusted Return 86.60% 93% A 94% A
Market Capitalization 0.09B 60% 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.