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

ETF | Others |

Last Closing

USD 27.9245

Change

+0.28 (+1.00)%

Market Cap

USD 0.09B

Volume

103.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-26 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

+0.11 (+0.56%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.31 (+0.55%)

USD 32.43B
DTB DTB

+0.06 (+0.30%)

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

+0.34 (+1.10%)

USD 26.00B
GBTC Grayscale Bitcoin Trust (BTC)

+0.92 (+1.66%)

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
AVUV Avantis® U.S. Small Cap Value..

+0.88 (+0.97%)

USD 10.49B
DFUV Dimensional US Marketwide Valu..

+0.33 (+0.84%)

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

+0.58 (+1.10%)

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 4.95% 71% C- 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.95% 68% D+ 65% D
Trailing 12 Months  
Capital Gain 18.22% 74% C 73% C
Dividend Return 0.15% 2% F 2% F
Total Return 18.37% 70% C- 69% 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 5.95% 84% B 61% D-
Dividend Return 6.03% 81% B- 54% F
Total Return 0.08% 6% D- 2% F
Risk Return Profile  
Volatility (Standard Deviation) 8.26% 54% F 85% B
Risk Adjusted Return 72.97% 94% A 92% 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.