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

ETF | Others |

Last Closing

USD 25.786

Change

-0.02 (-0.07)%

Market Cap

USD 0.09B

Volume

7.90K

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: 2024-04-24 )

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SGOV iShares® 0-3 Month Treasury B..

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AVUV Avantis® U.S. Small Cap Value..

+0.90 (+1.00%)

USD 10.49B
DFUV Dimensional US Marketwide Valu..

+0.24 (+0.62%)

USD 10.15B
DFAT Dimensional U.S. Targeted Valu..

+0.53 (+1.02%)

USD 9.40B

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 3.43% 63% D 62% D
Dividend Return 0.30% 21% F 15% F
Total Return 3.73% 62% D 59% D-
Trailing 12 Months  
Capital Gain 15.74% 64% D 66% D+
Dividend Return 1.49% 27% F 19% F
Total Return 17.23% 64% D 63% 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 -2.56% 29% F 29% F
Dividend Return 0.94% 46% F 32% F
Total Return 3.50% 90% A- 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 10.18% 46% F 81% B-
Risk Adjusted Return 9.28% 41% F 35% F
Market Capitalization 0.09B 61% D- 23% 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.