RISN:NYE-Inspire Tactical Balanced ESG ETF (USD)

ETF | Others |

Last Closing

USD 26.704

Change

-0.12 (-0.44)%

Market Cap

USD 0.09B

Volume

1.20K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund, an actively managed ETF, uses a proprietary system of technical analysis to tactically allocate assets into U.S. large cap stocks when the strategy identifies an uptrend in the U.S. large cap stock market, and shifts into U.S. Treasury bonds via third-party ETFs, investment grade and high-yield corporate bonds, government agency bonds, and listed gold exchange-traded products and exchange-traded notes such as SPDR Gold Shares (GLD) when the strategy identifies a downtrend in the U.S. large cap stock market.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

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ETFs Containing RISN

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 7.11% 45% F 47% F
Dividend Return 0.95% 20% F 17% F
Total Return 8.07% 40% F 41% F
Trailing 12 Months  
Capital Gain 18.42% 48% F 49% F
Dividend Return 1.05% 15% F 12% F
Total Return 19.48% 47% F 44% 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 -1.04% N/A N/A 30% F
Dividend Return 2.29% N/A N/A 36% F
Total Return 3.33% N/A N/A 64% D
Risk Return Profile  
Volatility (Standard Deviation) 10.50% N/A N/A 77% C+
Risk Adjusted Return 21.81% N/A N/A 40% F
Market Capitalization 0.09B 59% 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:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike