RISN:NYE-Inspire Tactical Balanced ESG ETF (USD)

ETF | Others |

Last Closing

USD 25.42

Change

-0.02 (-0.07)%

Market Cap

USD 0.09B

Volume

2.80K

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 )

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JEPQ JPMorgan Nasdaq Equity Premium..

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AVUV Avantis® U.S. Small Cap Value..

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ETFs Containing RISN

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.96% 63% D 64% D
Dividend Return 0.30% 22% F 15% F
Total Return 2.26% 61% D- 60% D-
Trailing 12 Months  
Capital Gain 12.08% 67% D+ 68% D+
Dividend Return 1.46% 28% F 20% F
Total Return 13.55% 65% D 64% D
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -2.64% 28% F 29% F
Dividend Return 0.87% 45% F 32% F
Total Return 3.52% 90% A- 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 10.16% 45% F 80% B-
Risk Adjusted Return 8.59% 41% F 34% F
Market Capitalization 0.09B 62% D 24% 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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.