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

ETF | Others |

Last Closing

USD 30.65

Change

0.00 (0.00)%

Market Cap

USD 0.09B

Volume

9.00K

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: 2024-09-14 )

Largest Industry Peers for Others

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DTB DTE Energy Company 2020 Series

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SGOV iShares® 0-3 Month Treasury B..

N/A

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JPST JPMorgan Ultra-Short Income ET..

+0.01 (+0.02%)

USD 25.59B
GBTC Grayscale Bitcoin Trust (BTC)

+1.63 (+3.53%)

USD 23.75B
AVUV Avantis® U.S. Small Cap Value..

+0.99 (+1.05%)

USD 13.04B
JAAA Janus Detroit Street Trust - J..

N/A

USD 11.98B
DFUV Dimensional US Marketwide Valu..

-0.01 (-0.02%)

USD 10.93B

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 4.48% 41% F 44% F
Dividend Return 0.52% 14% F 10% F
Total Return 5.00% 29% F 35% F
Trailing 12 Months  
Capital Gain 13.35% 54% F 56% F
Dividend Return 0.69% 11% F 7% C-
Total Return 14.04% 49% F 48% 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 6.87% 82% B 61% D-
Dividend Return 7.21% 81% B- 55% F
Total Return 0.33% 18% F 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 8.26% 56% F 82% B
Risk Adjusted Return 87.30% 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.