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

ETF | Others |

Last Closing

USD 31.2

Change

-0.27 (-0.86)%

Market Cap

USD 0.11B

Volume

209.00

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: 2024-12-30 )

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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 17.26% 76% C+ 75% C
Dividend Return 0.11% 1% F 1% F
Total Return 17.37% 73% C 71% C-
Trailing 12 Months  
Capital Gain 17.26% 76% C+ 75% C
Dividend Return 0.11% 1% F 1% F
Total Return 17.37% 73% 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 9.76% 85% B 64% D
Dividend Return 9.89% 83% B 59% D-
Total Return 0.13% 13% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 10.40% 50% F 79% B-
Risk Adjusted Return 95.02% 94% A 94% A
Market Capitalization 0.11B 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.