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

ETF | Corporate Bond |

Last Closing

USD 23.7

Change

0.00 (0.00)%

Market Cap

USD 0.38B

Volume

0.08M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict
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Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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IBD VTI
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Relative Returns (From:    To: 2025-03-30 )

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 1.11% 36% F 66% D+
Dividend Return 0.39% 67% D+ 20% F
Total Return 1.50% 50% F 66% D+
Trailing 12 Months  
Capital Gain 0.94% 79% B- 53% F
Dividend Return 2.84% 29% F 50% F
Total Return 3.78% 71% C- 50% F
Trailing 5 Years  
Capital Gain -2.67% 77% C+ 26% F
Dividend Return 11.20% 8% B- 24% F
Total Return 8.53% 62% D 20% F
Average Annual (5 Year Horizon)  
Capital Gain -2.41% 71% C- 23% F
Dividend Return -0.47% 64% D 19% F
Total Return 1.94% 21% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 5.60% 100% F 90% A-
Risk Adjusted Return -8.45% 64% D 16% F
Market Capitalization 0.38B 33% F 45% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.