ducovest

BIBL:NYE-Northern Lights Fund Trust IV - Inspire 100 ETF (USD)

ETF | Large Growth |

Last Closing

USD 40.59

Change

+0.34 (+0.85)%

Market Cap

USD 0.34B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund generally invests at least 80% of its total assets in the component securities of the 100 Index. The index provider selects domestic large capitalization equity securities using the index provider's Inspire Impact Score®,a proprietary selection methodology that is designed to assign a score to a particular security based on the security's alignment with biblical values and the positive impact that company has on its customers,communities,workplace and the world.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-26 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
SCHG Schwab U.S. Large-Cap Growth E..

+0.29 (+0.28%)

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VONG Vanguard Russell 1000 Growth I..

+0.01 (+0.01%)

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VOOG Vanguard S&P 500 Growth Index ..

+1.17 (+0.34%)

 USD 12.93B
IWY iShares Russell Top 200 Growth..

+0.33 (+0.15%)

 USD 11.69B
SPGP Invesco S&P 500 GARP ETF

+0.88 (+0.85%)

 USD 4.27B
FV First Trust Dorsey Wright Focu..

+1.01 (+1.75%)

 USD 3.72B
QQEW First Trust NASDAQ-100 Equal W..

+1.44 (+1.16%)

 USD 1.94B
JMOM JPMorgan U.S. Momentum Factor ..

+0.28 (+0.49%)

 USD 1.26B
FTC First Trust Large Cap Growth A..

+0.75 (+0.57%)

 USD 1.15B
FQAL Fidelity® Quality Factor ETF

+0.34 (+0.53%)

 USD 1.05B

ETFs Containing BIBL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.30% 24% F 73% C
Dividend Return 0.80% 93% A 16% F
Total Return 17.10% 24% F 69% C-
Trailing 12 Months  
Capital Gain 29.27% 23% F 75% C
Dividend Return 0.89% 77% C+ 11% F
Total Return 30.15% 23% F 71% C-
Trailing 5 Years  
Capital Gain 46.35% 20% F 68% D+
Dividend Return 6.14% 83% B 19% F
Total Return 52.49% 20% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 7.67% 15% F 63% D
Dividend Return 8.76% 15% F 59% D-
Total Return 1.09% 92% A 25% F
Risk Return Profile  
Volatility (Standard Deviation) 23.83% 50% F 43% F
Risk Adjusted Return 36.78% 27% F 54% F
Market Capitalization 0.34B 37% 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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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.