IBD:NYE-Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF (USD)

ETF | Corporate Bond |

Last Closing

USD 23.48

Change

0.00 (0.00)%

Market Cap

USD 0.26B

Volume

0.04M

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: 2024-03-28 )

ETFs Containing IBD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Corporate Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.47% 80% B- 29% F
Dividend Return 0.90% 63% D 49% F
Total Return 0.43% 81% B- 29% F
Trailing 12 Months  
Capital Gain 1.25% 79% B- 33% F
Dividend Return 3.25% 14% F 49% F
Total Return 4.50% 71% C- 32% F
Trailing 5 Years  
Capital Gain -6.55% 81% B- 36% F
Dividend Return 7.44% 13% F 26% F
Total Return 0.89% 25% F 28% F
Average Annual (5 Year Horizon)  
Capital Gain -2.29% 80% B- 31% F
Dividend Return -0.91% 53% F 24% F
Total Return 1.38% 7% C- 34% F
Risk Return Profile  
Volatility (Standard Deviation) 5.26% 100% F 92% A
Risk Adjusted Return -17.32% 20% F 18% F
Market Capitalization 0.26B 50% F 35% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.