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

ETF | Corporate Bond |

Last Closing

USD 23.44

Change

-0.04 (-0.17)%

Market Cap

USD 0.33B

Volume

0.07M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-23 )

Largest Industry Peers for Corporate Bond

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

-0.04 (-0.12%)

USD 9.92B
QLTA iShares Aaa - A Rated Corporat..

-0.10 (-0.21%)

USD 1.62B
CORP PIMCO Investment Grade Corpora..

-0.16 (-0.17%)

USD 1.24B
GIGB Goldman Sachs Access Investmen..

-0.10 (-0.22%)

USD 0.86B
LQDH iShares Interest Rate Hedged C..

+0.02 (+0.02%)

USD 0.43B
KORP American Century Diversified C..

-0.10 (-0.22%)

USD 0.38B
IGBH iShares Interest Rate Hedged L..

+0.07 (+0.29%)

USD 0.09B
IG Principal Exchange-Traded Fund..

-0.10 (-0.49%)

USD 0.09B
LQD iShares iBoxx $ Investment Gra..

-0.31 (-0.29%)

N/A
FCOR Fidelity® Corporate Bond ETF

-0.13 (-0.27%)

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 -0.64% 71% C- 36% F
Dividend Return 3.34% 29% F 50% F
Total Return 2.70% 79% B- 35% F
Trailing 12 Months  
Capital Gain -0.38% 71% C- 36% F
Dividend Return 3.35% 29% F 49% F
Total Return 2.96% 64% D 35% F
Trailing 5 Years  
Capital Gain -8.51% 77% C+ 40% F
Dividend Return 10.83% 8% B- 34% F
Total Return 2.32% 46% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain -2.20% 71% C- 22% F
Dividend Return -0.40% 64% D 19% F
Total Return 1.80% 14% F 44% F
Risk Return Profile  
Volatility (Standard Deviation) 5.76% 100% F 90% A-
Risk Adjusted Return -6.94% 64% D 17% F
Market Capitalization 0.33B 33% F 43% 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.