(IBD) Northern Lights Fund Trust - Overview
Etf: Corporate Bonds, Investment Grade, Large Cap, Index Tracking
Dividends
| Dividend Yield | 4.21% |
| Yield on Cost 5y | 4.43% |
| Yield CAGR 5y | 30.43% |
| Payout Consistency | 93.7% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 5.93% |
| Relative Tail Risk | 0.29% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.57 |
| Alpha | 2.90 |
| Character TTM | |
|---|---|
| Beta | 0.012 |
| Beta Downside | -0.062 |
| Drawdowns 3y | |
|---|---|
| Max DD | 4.10% |
| CAGR/Max DD | 1.37 |
Description: IBD Northern Lights Fund Trust December 28, 2025
The Northern Lights Fund Trust IV – Inspire Corporate Bond Impact ETF (NYSE ARCA: IBD) targets at least 80% of its assets to domestic investment-grade corporate bonds from large-cap issuers that meet an Inspire Impact Score of 0 or higher, as defined by the index provider.
Key metrics to watch include its weighted-average maturity (approximately 6-7 years as of the latest report), a current yield around 3.2 % (subject to change with Fed policy), and a sector tilt toward technology and industrials, which together account for roughly 45 % of holdings. The fund’s performance is sensitive to the U.S. Treasury curve and credit-spread dynamics, especially as the Federal Reserve navigates inflation-driven rate adjustments.
For a deeper dive into IBD’s risk-adjusted returns and impact methodology, you might explore ValueRay’s analytical dashboard.
What is the price of IBD shares?
Over the past week, the price has changed by +0.41%, over one month by +0.62%, over three months by +1.43% and over the past year by +7.14%.
Is IBD a buy, sell or hold?
What are the forecasts/targets for the IBD price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 26.2 | 8% |
IBD Fundamental Data Overview February 04, 2026
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 467.5m USD (467.5m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 467.5m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 467.5m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 5.96% (E(467.5m)/V(467.5m) * Re(5.96%) + (debt-free company))
Discount Rate = 5.96% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)