ducovest

IBD:NYE-Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF (USD)

ETF | Corporate Bond |

Last Closing

USD 23.7

Change

0.00 (0.00)%

Market Cap

USD 0.33B

Volume

0.08M

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 domestic corporate bonds issued by companies that are considered large capitalization companies, are rated investment grade quality from a bond ratings agency widely recognized in the financial services industry and which have an Inspire Impact Score of zero or higher.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-17 )

Largest Industry Peers for Corporate Bond

Symbol Name Price(Change) Market Cap
SPIB SPDR Barclays Intermediate Ter..

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QLTA iShares Aaa - A Rated Corporat..

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CORP PIMCO Investment Grade Corpora..

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 USD 1.24B
GIGB Goldman Sachs Access Investmen..

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 USD 0.85B
LQDH iShares Interest Rate Hedged C..

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 USD 0.45B
KORP American Century Diversified C..

N/A

 USD 0.34B
IGBH iShares Interest Rate Hedged L..

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 USD 0.09B
IG Principal Exchange-Traded Fund..

N/A

 USD 0.09B
LQD iShares iBoxx $ Investment Gra..

N/A

 N/A
FCOR Fidelity® Corporate Bond ETF

N/A

 N/A

ETFs Containing IBD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Corporate Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.47% 86% B+ 32% F
Dividend Return 3.34% 29% F 53% F
Total Return 3.80% 64% D 31% F
Trailing 12 Months  
Capital Gain 3.63% 71% C- 30% F
Dividend Return 4.23% 29% F 54% F
Total Return 7.86% 21% F 30% F
Trailing 5 Years  
Capital Gain -8.08% 77% C+ 36% F
Dividend Return 11.38% 8% B- 35% F
Total Return 3.29% 46% F 27% F
Average Annual (5 Year Horizon)  
Capital Gain -2.19% 71% C- 23% F
Dividend Return -0.45% 64% D 20% F
Total Return 1.73% 14% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 5.70% 100% F 91% A-
Risk Adjusted Return -7.97% 64% D 17% F
Market Capitalization 0.33B 33% F 42% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.