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

ETF | Others |

Last Closing

USD 29.531

Change

+0.04 (+0.14)%

Market Cap

USD 0.09B

Volume

0.07M

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: 2024-12-23 )

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SGOV iShares® 0-3 Month Treasury B..

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JPST JPMorgan Ultra-Short Income ET..

N/A

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JAAA Janus Detroit Street Trust - J..

-0.22 (-0.43%)

USD 16.06B
AVUV Avantis® U.S. Small Cap Value..

-0.02 (-0.02%)

USD 15.95B
DFUS Dimensional U.S. Equity ETF

+0.35 (+0.54%)

USD 13.15B

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 0.66% 34% F 42% F
Dividend Return 0.78% 11% F 10% F
Total Return 1.45% 19% F 30% F
Trailing 12 Months  
Capital Gain 0.91% 36% F 42% F
Dividend Return 0.79% 10% F 9% A-
Total Return 1.69% 21% F 31% F
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 8.42% 81% B- 61% D-
Dividend Return 8.79% 80% B- 55% F
Total Return 0.37% 25% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 9.19% 56% F 81% B-
Risk Adjusted Return 95.62% 94% A 95% A
Market Capitalization 0.09B 58% F 27% 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.