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

ETF | Others |

Last Closing

USD 29.8326

Change

0.00 (0.00)%

Market Cap

USD 0.09B

Volume

3.57K

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: 2024-05-05 )

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JPST JPMorgan Ultra-Short Income ET..

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SGOV iShares® 0-3 Month Treasury B..

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AVUV Avantis® U.S. Small Cap Value..

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USD 11.25B
DFUV Dimensional US Marketwide Valu..

N/A

USD 10.54B
DFAT Dimensional U.S. Targeted Valu..

N/A

USD 9.93B

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 1.69% 44% F 49% F
Dividend Return 0.24% 15% F 11% F
Total Return 1.93% 38% F 43% F
Trailing 12 Months  
Capital Gain 22.38% 78% C+ 75% C
Dividend Return 0.76% 10% F 7% C-
Total Return 23.13% 77% C+ 72% C
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 5.55% 81% B- 60% D-
Dividend Return 5.82% 79% B- 53% F
Total Return 0.27% 18% F 7% C-
Risk Return Profile  
Volatility (Standard Deviation) 8.04% 55% F 85% B
Risk Adjusted Return 72.43% 93% A 91% 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.