FMCX:NYE-Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF (USD)

ETF | Others |

Last Closing

USD 27.8486

Change

+0.08 (+0.30)%

Market Cap

USD 0.09B

Volume

605.00

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: 2024-04-16 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

+0.05 (+0.26%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.16 (+0.28%)

USD 32.43B
DTB DTB

-0.35 (-1.73%)

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

+0.11 (+0.36%)

USD 26.00B
GBTC Grayscale Bitcoin Trust (BTC)

-0.68 (-1.20%)

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

+0.02 (+0.04%)

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

N/A

USD 19.79B
AVUV Avantis® U.S. Small Cap Value..

+0.42 (+0.47%)

USD 10.49B
DFUV Dimensional US Marketwide Valu..

+0.26 (+0.66%)

USD 10.15B
DFAT Dimensional U.S. Targeted Valu..

+0.26 (+0.50%)

USD 9.40B

ETFs Containing FMCX

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 4.66% 76% C+ 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.66% 74% C 70% C-
Trailing 12 Months  
Capital Gain 18.77% 79% B- 78% C+
Dividend Return 0.15% 2% F 1% F
Total Return 18.92% 77% C+ 74% 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 5.70% 84% B 61% D-
Dividend Return 5.78% 81% B- 54% F
Total Return 0.08% 5% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 8.15% 54% F 85% B
Risk Adjusted Return 70.97% 94% A 91% A-
Market Capitalization 0.09B 62% D 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.