ducovest

BLES:NYE-Inspire Global Hope ETF (USD)

ETF | World Large Stock |

Last Closing

USD 38.6906

Change

-0.08 (-0.20)%

Market Cap

USD 0.11B

Volume

2.54K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generallyinvests at least 80% of its total assets in the component securities of the index. The index provider selects foreign (including emerging markets) and domestic equity securities from a global universe of publicly traded equity securities of large capitalization companies and which have an Inspire Impact Score" of zero or higher.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for World Large Stock

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WDIV SPDR® S&P Global Dividend ETF

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QWLD SPDR® MSCI World StrategicFac..

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TRND Pacer Trendpilot Fund of Funds..

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URTH iShares MSCI World ETF

-0.41 (-0.27%)

 N/A
IOO iShares Global 100 ETF

-0.29 (-0.30%)

 N/A
KLDW Knowledge Leaders Developed Wo..

N/A

 N/A
VT Vanguard Total World Stock Ind..

-0.33 (-0.28%)

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DEW WisdomTree Global High Dividen..

-0.09 (-0.16%)

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DGT SPDR® Global Dow ETF

-0.30 (-0.22%)

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ETFs Containing BLES

N/A

Market Performance

  Market Performance vs. Industry/Classification (World Large Stock) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.41% 9% A- 55% F
Dividend Return 1.27% 70% C- 30% F
Total Return 9.68% 9% A- 51% F
Trailing 12 Months  
Capital Gain 17.94% 36% F 63% D
Dividend Return 1.83% 27% F 29% F
Total Return 19.77% 18% F 59% D-
Trailing 5 Years  
Capital Gain 37.44% 36% F 66% D+
Dividend Return 9.40% 40% F 33% F
Total Return 46.85% 36% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 9.15% 42% F 67% D+
Dividend Return 10.87% 42% F 64% D
Total Return 1.72% 58% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 23.02% 8% B- 45% F
Risk Adjusted Return 47.24% 25% F 65% D
Market Capitalization 0.11B 40% F 28% 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:

There is nothing we particularly like

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.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.

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.