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

ETF | Others |

Last Closing

USD 27.034

Change

-0.35 (-1.27)%

Market Cap

USD 0.09B

Volume

4.60K

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: 2024-10-21 )

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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 8.44% 51% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.44% 52% F 58% F
Trailing 12 Months  
Capital Gain 23.11% 56% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.11% 58% F 60% 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 -0.77% 31% F 30% F
Dividend Return 2.56% 52% F 37% F
Total Return 3.33% 86% B+ 64% D
Risk Return Profile  
Volatility (Standard Deviation) 10.68% 45% F 77% C+
Risk Adjusted Return 23.99% 43% F 41% 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:
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.

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.