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

ETF | Corporate Bond |

Last Closing

USD 23.08

Change

0.00 (0.00)%

Market Cap

USD 0.29B

Volume

8.40K

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: 2024-05-01 )

Largest Industry Peers for Corporate Bond

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

-0.17 (-0.16%)

USD 28.45B
SPIB SPDR Barclays Intermediate Ter..

-0.04 (-0.12%)

USD 8.25B
CORP PIMCO Investment Grade Corpora..

+0.03 (+0.03%)

USD 1.09B
QLTA iShares Aaa - A Rated Corporat..

-0.07 (-0.15%)

USD 1.04B
GIGB Goldman Sachs Access Investmen..

-0.05 (-0.11%)

USD 0.73B
FLCO Franklin Liberty Investment Gr..

-0.06 (-0.28%)

USD 0.35B
LQDH iShares Interest Rate Hedged C..

+0.05 (+0.05%)

USD 0.34B
KORP American Century Diversified C..

-0.11 (-0.24%)

USD 0.24B
FCOR Fidelity® Corporate Bond ETF

-0.07 (-0.15%)

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 -2.16% 90% A- 35% F
Dividend Return 1.20% 14% F 50% F
Total Return -0.96% 77% C+ 35% F
Trailing 12 Months  
Capital Gain -1.66% 80% B- 31% F
Dividend Return 3.24% 10% F 47% F
Total Return 1.58% 70% C- 30% F
Trailing 5 Years  
Capital Gain -7.94% 82% B 39% F
Dividend Return 7.53% 9% A- 25% F
Total Return -0.41% 23% F 30% 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 0.29B 41% F 38% 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.