FMCX:NYE-Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF (USD)

ETF | Others |

Last Closing

USD 29.972

Change

+0.29 (+0.96)%

Market Cap

USD 0.09B

Volume

100.00

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: 2024-09-12 )

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AVUV Avantis® U.S. Small Cap Value..

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JAAA Janus Detroit Street Trust - J..

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DFUV Dimensional US Marketwide Valu..

-0.01 (-0.02%)

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ETFs Containing FMCX

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 12.64% 75% C 72% C
Dividend Return 0.11% 3% F 2% F
Total Return 12.75% 72% C 66% D+
Trailing 12 Months  
Capital Gain 20.15% 78% C+ 74% C
Dividend Return 0.11% 2% F 2% F
Total Return 20.26% 75% C 68% D+
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 7.61% 85% B 63% D
Dividend Return 7.70% 82% B 57% F
Total Return 0.09% 5% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 8.68% 53% F 81% B-
Risk Adjusted Return 88.76% 95% A 95% 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.