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

ETF | Corporate Bond |

Last Closing

USD 23.04

Change

-0.06 (-0.26)%

Market Cap

USD 0.26B

Volume

0.02M

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: 2024-04-26 )

Largest Industry Peers for Corporate Bond

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

+0.05 (+0.05%)

USD 28.03B
SPIB SPDR Barclays Intermediate Ter..

N/A

USD 8.25B
CORP PIMCO Investment Grade Corpora..

-0.16 (-0.17%)

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

+0.02 (+0.04%)

USD 1.02B
GIGB Goldman Sachs Access Investmen..

+0.03 (+0.06%)

USD 0.73B
FLCO Franklin Liberty Investment Gr..

+0.03 (+0.12%)

USD 0.35B
LQDH iShares Interest Rate Hedged C..

-0.17 (-0.18%)

USD 0.32B
KORP American Century Diversified C..

+0.04 (+0.09%)

USD 0.24B
FCOR Fidelity® Corporate Bond ETF

+0.05 (+0.11%)

USD 0.21B
IGBH iShares Interest Rate Hedged L..

-0.05 (-0.20%)

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% 80% B- 33% F
Dividend Return 1.20% 56% F 54% F
Total Return -1.13% 75% C 33% F
Trailing 12 Months  
Capital Gain -1.50% 79% B- 35% F
Dividend Return 3.25% 14% F 49% F
Total Return 1.75% 79% B- 33% F
Trailing 5 Years  
Capital Gain -8.22% 81% B- 38% F
Dividend Return 7.52% 13% F 26% F
Total Return -0.70% 31% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain -2.28% 80% B- 30% F
Dividend Return -0.83% 67% D+ 24% F
Total Return 1.44% 7% C- 35% F
Risk Return Profile  
Volatility (Standard Deviation) 5.27% 100% F 93% A
Risk Adjusted Return -15.82% 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.