ISMD:NYE-Inspire Small/Mid Cap Impact ETF (USD)

ETF | Small Blend |

Last Closing

USD 37.52

Change

+0.10 (+0.27)%

Market Cap

USD 0.19B

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 index. The index provider selects securities from a universe of publicly traded, domestic small and mid capitalization equity securities of companies which have an Inspire Impact Score" of zero or higher.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
IJR iShares Core S&P Small-Cap ETF

+0.14 (+0.12%)

USD 84.92B
SCHA Schwab U.S. Small-Cap ETF

+0.02 (+0.08%)

USD 17.97B
SPSM SPDR® Portfolio S&P 600 Small..

+0.04 (+0.09%)

USD 11.72B
FNDA Schwab Fundamental U.S. Small ..

-0.01 (-0.03%)

USD 9.04B
EES WisdomTree U.S. SmallCap Earni..

+0.31 (+0.59%)

USD 0.65B
JPSE JPMorgan Diversified Return U...

-0.14 (-0.29%)

USD 0.51B
GSSC Goldman Sachs ActiveBeta® U.S..

+0.07 (+0.09%)

USD 0.50B
JHSC John Hancock Multifactor Small..

+0.05 (+0.12%)

USD 0.50B
SMLV SPDR® SSGA US Small Cap Low V..

+0.52 (+0.41%)

USD 0.20B
IWC iShares Micro-Cap ETF

-0.21 (-0.17%)

N/A

ETFs Containing ISMD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.14% 53% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.14% 53% F 61% D-
Trailing 12 Months  
Capital Gain 30.46% 53% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.46% 53% F 72% C
Trailing 5 Years  
Capital Gain 37.26% 53% F 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.26% 53% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 12.57% 67% D+ 72% C
Dividend Return 13.64% 60% D- 70% C-
Total Return 1.07% 20% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 27.61% 60% D- 38% F
Risk Adjusted Return 49.41% 53% F 66% D+
Market Capitalization 0.19B 10% F 36% 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.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.