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

ETF | Corporate Bond |

Last Closing

USD 23.4

Change

+0.01 (+0.04)%

Market Cap

USD 0.33B

Volume

0.05M

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: 2025-01-07 )

Largest Industry Peers for Corporate Bond

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

-0.05 (-0.15%)

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

-0.17 (-0.36%)

USD 1.62B
CORP PIMCO Investment Grade Corpora..

-0.35 (-0.37%)

USD 1.24B
GIGB Goldman Sachs Access Investmen..

-0.19 (-0.42%)

USD 0.86B
LQDH iShares Interest Rate Hedged C..

+0.10 (+0.11%)

USD 0.43B
KORP American Century Diversified C..

-0.13 (-0.29%)

USD 0.38B
IGBH iShares Interest Rate Hedged L..

+0.02 (+0.08%)

USD 0.09B
IG Principal Exchange-Traded Fund..

-0.07 (-0.36%)

USD 0.09B
LQD iShares iBoxx $ Investment Gra..

-0.49 (-0.46%)

N/A
FCOR Fidelity® Corporate Bond ETF

-0.16 (-0.35%)

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 -0.17% 79% B- 33% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.17% 79% B- 33% F
Trailing 12 Months  
Capital Gain -0.62% 79% B- 34% F
Dividend Return 3.34% 29% F 49% F
Total Return 2.73% 64% D 32% F
Trailing 5 Years  
Capital Gain -9.55% 77% C+ 39% F
Dividend Return 10.72% 8% B- 34% F
Total Return 1.18% 46% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain -2.24% 71% C- 22% F
Dividend Return -0.41% 64% D 18% F
Total Return 1.83% 14% F 44% F
Risk Return Profile  
Volatility (Standard Deviation) 5.75% 100% F 90% A-
Risk Adjusted Return -7.14% 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.