BIBL:NYE-Northern Lights Fund Trust IV - Inspire 100 ETF (USD)

ETF | Large Growth |

Last Closing

USD 38.76

Change

+0.53 (+1.39)%

Market Cap

USD 0.37B

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: 2024-03-27 )

Largest Industry Peers for Large Growth

Symbol Name Price(Change) Market Cap
VUG Vanguard Growth Index Fund ETF..

+5.99 (+1.82%)

USD 113.25B
IWF iShares Russell 1000 Growth ET..

+5.94 (+1.84%)

USD 83.34B
IVW iShares S&P 500 Growth ETF

+1.56 (+1.93%)

USD 41.42B
SCHG Schwab U.S. Large-Cap Growth E..

+1.73 (+1.95%)

USD 26.84B
SPYG SPDR® Portfolio S&P 500 Growt..

+1.35 (+1.92%)

USD 24.90B
MGK Vanguard Mega Cap Growth Index..

+5.11 (+1.87%)

USD 19.10B
IWY iShares Russell Top 200 Growth..

+3.63 (+1.94%)

USD 10.22B
VOOG Vanguard S&P 500 Growth Index ..

+5.05 (+1.73%)

USD 9.71B
SPGP Invesco S&P 500 GARP ETF

+0.39 (+0.38%)

USD 4.59B
JKE iShares Morningstar Growth ETF

N/A

USD 1.98B

ETFs Containing BIBL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.06% 40% F 80% B-
Dividend Return 0.24% 86% B+ 11% F
Total Return 11.30% 42% F 79% B-
Trailing 12 Months  
Capital Gain 26.30% 23% F 76% C+
Dividend Return 0.78% 44% F 8% B-
Total Return 27.08% 19% F 74% C
Trailing 5 Years  
Capital Gain 41.25% 23% F 67% D+
Dividend Return 5.90% 81% B- 19% F
Total Return 47.14% 27% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 6.43% 12% F 64% D
Dividend Return 7.48% 15% F 60% D-
Total Return 1.05% 92% A 27% F
Risk Return Profile  
Volatility (Standard Deviation) 23.67% 58% F 48% F
Risk Adjusted Return 31.60% 23% F 57% F
Market Capitalization 0.37B 31% F 41% 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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.