(IBD) Northern Lights Fund Trust - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US1416376036 • Corporate Bond
IBD: Corporate Bonds, Investment Grade Securities
The Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF (NYSE ARCA: IBD) is an exchange-traded fund designed to provide exposure to large-capitalization, investment-grade corporate bonds issued by companies with strong ESG performance. The fund invests at least 80% of its total assets in securities that compose its underlying index, which is selected based on a combination of financial and ESG criteria.
The funds index provider identifies eligible securities as domestic corporate bonds issued by large-cap companies that meet specific investment-grade ratings from recognized bond rating agencies. Additionally, these bonds must have an Inspire Impact Score of zero or higher, indicating alignment with ESG principles. This dual focus aims to balance financial returns with positive societal impact.
From a technical standpoint, IBD has shown a stable price trend, with its 20-day, 50-day, and 200-day moving averages converging closely around the $23.50 mark. The Average True Range (ATR) of 0.17 indicates low volatility, suggesting modest price fluctuations. The funds average trading volume of approximately 200,000 shares over the past 20 days reflects moderate liquidity.
Over the next three months, based on
Additional Sources for IBD ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IBD ETF Overview
Market Cap in USD | 388m |
Category | Corporate Bond |
TER | 0.44% |
IPO / Inception | 2017-07-10 |
IBD ETF Ratings
Growth Rating | 13.5 |
Fundamental | - |
Dividend Rating | 72.5 |
Rel. Strength | 5.14 |
Analysts | - |
Fair Price Momentum | 23.09 USD |
Fair Price DCF | - |
IBD Dividends
Dividend Yield 12m | 4.27% |
Yield on Cost 5y | 4.49% |
Annual Growth 5y | 17.72% |
Payout Consistency | 93.0% |
IBD Growth Ratios
Growth Correlation 3m | 44% |
Growth Correlation 12m | 76.5% |
Growth Correlation 5y | -18.6% |
CAGR 5y | 1.16% |
CAGR/Max DD 5y | 0.08 |
Sharpe Ratio 12m | 2.49 |
Alpha | 1.47 |
Beta | -0.015 |
Volatility | 7.01% |
Current Volume | 79.3k |
Average Volume 20d | 50.9k |
As of May 09, 2025, the stock is trading at USD 23.60 with a total of 79,304 shares traded.
Over the past week, the price has changed by -0.51%, over one month by +1.50%, over three months by +1.08% and over the past year by +5.57%.
Neither. Based on ValueRay Analyses, Northern Lights Fund Trust is currently (May 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 13.48 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IBD as of May 2025 is 23.09. This means that IBD is currently overvalued and has a potential downside of -2.16%.
Northern Lights Fund Trust has no consensus analysts rating.
According to ValueRays Forecast Model, IBD Northern Lights Fund Trust will be worth about 24.9 in May 2026. The stock is currently trading at 23.60. This means that the stock has a potential upside of +5.68%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 24.9 | 5.7% |