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

ETF | Corporate Bond |

Last Closing

USD 24.17

Change

-0.02 (-0.08)%

Market Cap

USD 0.36B

Volume

0.05M

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: 2024-09-12 )

Largest Industry Peers for Corporate Bond

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

+0.02 (+0.06%)

USD 9.23B
QLTA iShares Aaa - A Rated Corporat..

-0.03 (-0.06%)

USD 1.42B
CORP PIMCO Investment Grade Corpora..

+0.05 (+0.05%)

USD 1.25B
GIGB Goldman Sachs Access Investmen..

-0.04 (-0.07%)

USD 0.86B
LQDH iShares Interest Rate Hedged C..

+0.21 (+0.23%)

USD 0.39B
KORP American Century Diversified C..

-0.02 (-0.04%)

USD 0.31B
IGBH iShares Interest Rate Hedged L..

+0.07 (+0.29%)

USD 0.09B
IG Principal Exchange-Traded Fund..

N/A

USD 0.09B
LQD iShares iBoxx $ Investment Gra..

+0.01 (+0.01%)

N/A
FCOR Fidelity® Corporate Bond ETF

-0.04 (-0.08%)

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 2.46% 71% C- 39% F
Dividend Return 2.58% 14% F 53% F
Total Return 5.04% 57% F 38% F
Trailing 12 Months  
Capital Gain 5.50% 15% F 37% F
Dividend Return 3.60% 15% F 52% F
Total Return 9.10% 21% F 37% F
Trailing 5 Years  
Capital Gain -5.33% 69% C- 39% F
Dividend Return 8.46% 8% B- 29% F
Total Return 3.14% 38% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain -2.34% 71% C- 26% F
Dividend Return -0.63% 64% D 22% F
Total Return 1.71% 8% B- 39% F
Risk Return Profile  
Volatility (Standard Deviation) 5.47% 93% A 89% A-
Risk Adjusted Return -11.55% 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.