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

ETF | Others |

Last Closing

USD 29.961

Change

+0.35 (+1.19)%

Market Cap

USD 0.08B

Volume

5.67K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-28 )

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 1.71% 60% D- 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.71% 59% D- 52% F
Trailing 12 Months  
Capital Gain 0.41% 27% F 36% F
Dividend Return 0.77% 11% F 10% F
Total Return 1.18% 18% F 28% 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 8.18% 80% B- 60% D-
Dividend Return 8.58% 78% C+ 54% F
Total Return 0.40% 24% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 8.90% 56% F 82% B
Risk Adjusted Return 96.42% 91% A- 93% A
Market Capitalization 0.08B 56% F 25% 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.