FDLS:NYE-Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF (USD)

ETF | Others |

Last Closing

USD 32.389

Change

-0.22 (-0.67)%

Market Cap

USD 0.09B

Volume

4.50K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-15 )

ETFs Containing FDLS

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 10.40% 56% F 59% D-
Dividend Return 0.78% 12% F 12% F
Total Return 11.19% 53% F 53% F
Trailing 12 Months  
Capital Gain 20.65% 65% D 64% D
Dividend Return 1.30% 21% F 16% F
Total Return 21.95% 64% D 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 7.96% 81% B- 61% D-
Dividend Return 8.29% 80% B- 55% F
Total Return 0.33% 22% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 8.93% 57% F 82% B
Risk Adjusted Return 92.93% 95% A 95% A
Market Capitalization 0.09B 58% F 25% 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.