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

ETF | Corporate Bond |

Last Closing

USD 23.08

Change

+0.01 (+0.04)%

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: 2024-04-18 )

Largest Industry Peers for Corporate Bond

Symbol Name Price(Change) Market Cap
VCIT Vanguard Intermediate-Term Cor..

-0.01 (-0.01%)

USD 44.91B
LQD iShares iBoxx $ Investment Gra..

+0.02 (+0.02%)

USD 28.03B
IGIB iShares 5-10 Year Investment G..

-0.01 (-0.02%)

USD 13.03B
USIG iShares Broad USD Investment G..

N/A

USD 10.63B
SPIB SPDR Barclays Intermediate Ter..

-0.04 (-0.12%)

USD 8.25B
CORP PIMCO Investment Grade Corpora..

-0.06 (-0.06%)

USD 1.10B
SUSC iShares ESG USD Corporate Bond..

N/A

USD 1.07B
QLTA iShares Aaa - A Rated Corporat..

+0.03 (+0.07%)

USD 1.02B
VTC Vanguard Total Corporate Bond ..

+0.02 (+0.03%)

USD 0.96B
GIGB Goldman Sachs Access Investmen..

N/A

USD 0.73B

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 -2.16% 87% B+ 39% F
Dividend Return 0.90% 13% F 46% F
Total Return -1.27% 81% B- 38% F
Trailing 12 Months  
Capital Gain -1.07% 86% B+ 38% F
Dividend Return 3.23% 14% F 48% F
Total Return 2.16% 79% B- 37% F
Trailing 5 Years  
Capital Gain -7.84% 81% B- 40% F
Dividend Return 7.46% 13% F 25% F
Total Return -0.38% 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.