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

ETF | Others |

Last Closing

USD 32.37

Change

+0.07 (+0.20)%

Market Cap

USD 0.10B

Volume

100.00

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: 2024-11-13 )

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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 21.65% 79% B- 75% C
Dividend Return 0.11% 1% F 1% F
Total Return 21.76% 76% C+ 72% C
Trailing 12 Months  
Capital Gain 28.64% 78% C+ 73% C
Dividend Return 1.39% 23% F 17% F
Total Return 30.03% 77% C+ 71% C-
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 9.00% 85% B 64% D
Dividend Return 9.09% 83% B 58% F
Total Return 0.09% 6% D- 3% F
Risk Return Profile  
Volatility (Standard Deviation) 10.02% 50% F 80% B-
Risk Adjusted Return 90.68% 94% A 94% A
Market Capitalization 0.10B 61% D- 28% 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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.