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

ETF | Others |

Last Closing

USD 25.3226

Change

-1.74 (-6.42)%

Market Cap

USD 0.08B

Volume

0.06M

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: 2025-04-04 )

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 -14.03% 23% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -14.03% 22% F 29% F
Trailing 12 Months  
Capital Gain -16.33% 12% F 24% F
Dividend Return 0.53% 9% A- 8% B-
Total Return -15.80% 10% F 22% 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 7.71% 78% C+ 61% D-
Dividend Return 8.12% 77% C+ 55% F
Total Return 0.41% 26% F 11% F
Risk Return Profile  
Volatility (Standard Deviation) 9.07% 54% F 80% B-
Risk Adjusted Return 89.54% 88% B+ 91% A-
Market Capitalization 0.08B 53% F 24% 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.