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

ETF | Others |

Last Closing

USD 28.38

Change

-0.24 (-0.83)%

Market Cap

USD 0.09B

Volume

0.03M

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: 2024-04-17 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

-0.28 (-1.44%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

-0.51 (-0.90%)

USD 32.43B
DTB DTB

-0.39 (-1.96%)

USD 26.58B
DFAC Dimensional U.S. Core Equity 2..

-0.50 (-1.62%)

USD 26.00B
GBTC Grayscale Bitcoin Trust (BTC)

-3.55 (-6.33%)

USD 23.75B
JPST JPMorgan Ultra-Short Income ET..

N/A

USD 22.73B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 19.79B
CGABL The Carlyle Group Inc. 4.625% ..

-0.61 (-3.26%)

USD 16.14B
AVUV Avantis® U.S. Small Cap Value..

-2.28 (-2.51%)

USD 10.49B
DFUV Dimensional US Marketwide Valu..

-0.68 (-1.72%)

USD 10.15B

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 -3.26% 22% F 33% F
Dividend Return 0.24% 15% F 11% F
Total Return -3.02% 18% F 30% F
Trailing 12 Months  
Capital Gain 13.72% 70% C- 71% C-
Dividend Return 0.74% 10% F 7% C-
Total Return 14.46% 67% D+ 67% D+
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 5.11% 82% B 60% D-
Dividend Return 5.36% 79% B- 52% F
Total Return 0.25% 18% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 7.75% 57% F 86% B+
Risk Adjusted Return 69.11% 93% A 90% A-
Market Capitalization 0.09B 61% D- 23% 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.