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

ETF | Corporate Bond |

Last Closing

USD 23.86

Change

+0.07 (+0.29)%

Market Cap

USD 0.38B

Volume

0.06M

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: 2025-04-03 )

Largest Industry Peers for Corporate Bond

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

+0.24 (+0.73%)

USD 10.09B
QLTA iShares Aaa - A Rated Corporat..

+0.63 (+1.36%)

USD 1.60B
CORP PIMCO Investment Grade Corpora..

+1.03 (+1.09%)

USD 1.31B
GIGB Goldman Sachs Access Investmen..

+0.74 (+1.66%)

USD 0.84B
LQDH iShares Interest Rate Hedged C..

+1.64 (+1.85%)

USD 0.53B
KORP American Century Diversified C..

+0.67 (+1.47%)

USD 0.40B
IGBH iShares Interest Rate Hedged L..

+0.70 (+3.08%)

USD 0.11B
IG Principal Exchange-Traded Fund..

+0.27 (+1.35%)

USD 0.10B
LQD iShares iBoxx $ Investment Gra..

+1.76 (+1.67%)

N/A
FCOR Fidelity® Corporate Bond ETF

+0.48 (+1.04%)

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 1.79% 64% D 75% C
Dividend Return 0.39% 43% F 19% F
Total Return 2.18% 86% B+ 74% C
Trailing 12 Months  
Capital Gain 1.97% 64% D 59% D-
Dividend Return 2.85% 36% F 50% F
Total Return 4.82% 50% F 59% D-
Trailing 5 Years  
Capital Gain -1.77% 77% C+ 25% F
Dividend Return 11.23% 8% B- 22% F
Total Return 9.46% 46% F 18% 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

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.