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

ETF | Others |

Last Closing

USD 30.15

Change

+0.49 (+1.64)%

Market Cap

USD 0.09B

Volume

0.04M

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: 2025-01-03 )

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 2.36% 84% B 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.36% 84% B 79% B-
Trailing 12 Months  
Capital Gain 5.21% 47% F 51% F
Dividend Return 0.80% 11% F 9% A-
Total Return 6.01% 37% F 40% 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 8.31% 81% B- 61% D-
Dividend Return 8.68% 80% B- 55% F
Total Return 0.37% 26% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 9.15% 56% F 82% B
Risk Adjusted Return 94.86% 93% A 94% A
Market Capitalization 0.09B 59% D- 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.