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

ETF | Others |

Last Closing

USD 31.0489

Change

+0.09 (+0.30)%

Market Cap

USD 0.10B

Volume

4.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund is an actively managed ETF that, during normal market conditions, seeks to invest in approximately 25-35 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. From time to time, the fund may hold a greater number of common stocks. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-02 )

Largest Industry Peers for Others

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DTB DTE Energy Company 2020 Series

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JPST JPMorgan Ultra-Short Income ET..

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SGOV iShares® 0-3 Month Treasury B..

N/A

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GBTC Grayscale Bitcoin Trust (BTC)

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

-0.35 (-0.37%)

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JAAA Janus Detroit Street Trust - J..

+0.01 (+0.02%)

USD 12.46B
DFUV Dimensional US Marketwide Valu..

-0.01 (-0.02%)

USD 11.30B

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 16.69% 77% C+ 74% C
Dividend Return 0.11% 2% F 2% F
Total Return 16.80% 74% C 68% D+
Trailing 12 Months  
Capital Gain 29.99% 77% C+ 72% C
Dividend Return 0.12% 1% F 2% F
Total Return 30.10% 73% C 65% 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 7.97% N/A N/A 64% D
Dividend Return 8.06% N/A N/A 56% F
Total Return 0.09% N/A N/A 3% F
Risk Return Profile  
Volatility (Standard Deviation) 8.93% N/A N/A 80% B-
Risk Adjusted Return 90.24% N/A N/A 94% A
Market Capitalization 0.10B 62% D 27% 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:

There is nothing we particularly dislike