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

ETF | Corporate Bond |

Last Closing

USD 23.04

Change

-0.05 (-0.22)%

Market Cap

USD 0.26B

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: 2024-04-16 )

Largest Industry Peers for Corporate Bond

Symbol Name Price(Change) Market Cap
LQD iShares iBoxx $ Investment Gra..

+0.44 (+0.42%)

USD 28.03B
SPIB SPDR Barclays Intermediate Ter..

+0.06 (+0.19%)

USD 8.25B
CORP PIMCO Investment Grade Corpora..

+0.26 (+0.28%)

USD 1.10B
QLTA iShares Aaa - A Rated Corporat..

+0.16 (+0.35%)

USD 1.02B
GIGB Goldman Sachs Access Investmen..

+0.18 (+0.41%)

USD 0.73B
FLCO Franklin Liberty Investment Gr..

+0.10 (+0.50%)

USD 0.35B
LQDH iShares Interest Rate Hedged C..

+0.08 (+0.09%)

USD 0.32B
KORP American Century Diversified C..

+0.17 (+0.39%)

USD 0.24B
FCOR Fidelity® Corporate Bond ETF

+0.20 (+0.44%)

USD 0.21B
IGBH iShares Interest Rate Hedged L..

+0.02 (+0.08%)

USD 0.11B

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 -2.33% 87% B+ 38% F
Dividend Return 0.90% 13% F 46% F
Total Return -1.43% 75% C 37% F
Trailing 12 Months  
Capital Gain -1.29% 79% B- 39% F
Dividend Return 3.23% 14% F 48% F
Total Return 1.94% 71% C- 37% F
Trailing 5 Years  
Capital Gain -8.00% 81% B- 40% F
Dividend Return 7.46% 13% F 25% F
Total Return -0.54% 31% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain -2.26% 80% B- 31% F
Dividend Return -0.84% 60% D- 24% F
Total Return 1.42% 7% C- 34% F
Risk Return Profile  
Volatility (Standard Deviation) 5.27% 100% F 92% A
Risk Adjusted Return -15.93% 33% F 18% F
Market Capitalization 0.26B 50% F 36% 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.