ISMD:ARCA-Inspire Small/Mid Cap Impact (USD)

ETF | Small Blend | NYSE Arca

Last Closing

USD 34.13

Change

+0.14 (+0.41)%

Market Cap

USD 0.01B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to replicate investment results that generally correspond to the Inspire Small/Mid Cap Impact Index. The fund generally will invest at least 80% of its total assets in the component securities. The index provider selects domestic small and mid capitalization equity securities included in the Russell 2,000 Index and S&P 400 Index using the Inspire Impact Score®, a proprietary selection methodology that is designed to assign a score to a particular security based on the security's alignment with biblical values and the positive impact that company has on the world through various environmental, social and governance criterion.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-26 )

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ETFs Containing ISMD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.63% 47% F 36% F
Dividend Return 0.36% 93% A 20% F
Total Return -1.27% 56% F 32% F
Trailing 12 Months  
Capital Gain 12.49% 50% F 65% D
Dividend Return 1.09% 13% F 13% F
Total Return 13.58% 31% F 61% D-
Trailing 5 Years  
Capital Gain 25.31% 31% F 62% D
Dividend Return 5.50% 25% F 18% F
Total Return 30.81% 31% F 56% F
Average Annual (5 Year Horizon)  
Capital Gain 9.20% 31% F 69% C-
Dividend Return 10.25% 31% F 66% D+
Total Return 1.05% 44% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 28.69% 63% D 39% F
Risk Adjusted Return 35.74% 38% F 59% D-
Market Capitalization 0.01B 6% D- 31% 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:

There is nothing we particularly like

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 dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.

Negative earnings

The company had negative total earnings in the most recent four quarters.