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Inspire Corporate Bond Impact ETF (IBD)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

CUSIP

66538H633

Issuer

Inspire

Inception Date

Jul 10, 2017

Region

North America (U.S.)

Leveraged

1x

Index Tracked

Inspire Corporate Bond Impact Equal Weight Index

Asset Class

Bond

Expense Ratio

IBD features an expense ratio of 0.49%, falling within the medium range.


Expense ratio chart for IBD: current value at 0.49% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.49%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
IBD vs. RQI IBD vs. FSIG IBD vs. GABF
Popular comparisons:
IBD vs. RQI IBD vs. FSIG IBD vs. GABF

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Inspire Corporate Bond Impact ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%50.00%100.00%150.00%JulyAugustSeptemberOctoberNovemberDecember
11.34%
144.52%
IBD (Inspire Corporate Bond Impact ETF)
Benchmark (^GSPC)

Returns By Period

Inspire Corporate Bond Impact ETF had a return of 3.25% year-to-date (YTD) and 3.33% in the last 12 months.


IBD

YTD

3.25%

1M

-0.40%

6M

2.27%

1Y

3.33%

5Y*

0.57%

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of IBD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.49%-1.22%1.18%-1.40%1.32%0.39%1.88%1.78%0.68%-1.98%1.68%3.25%
20232.23%-1.96%2.00%0.19%-0.74%-0.01%0.58%0.02%-1.68%-0.98%3.34%3.02%6.01%
2022-1.84%-0.95%-2.33%-2.84%0.63%-1.54%2.48%-2.34%-3.01%-0.78%3.16%0.26%-8.94%
2021-0.38%-1.02%-1.04%0.79%0.41%0.66%0.70%-0.25%-0.73%-0.47%-0.55%-0.02%-1.89%
20201.32%0.77%-6.74%4.15%3.03%1.16%0.89%-0.01%-0.57%0.09%1.25%0.09%5.15%
20191.14%0.38%1.94%0.13%0.65%1.87%-0.40%1.69%-0.50%0.64%0.03%0.32%8.14%
2018-0.78%-0.97%-0.98%0.01%0.59%-0.35%0.21%1.02%-0.33%-0.57%-0.14%1.15%-1.17%
20170.60%0.39%-0.19%0.50%-0.36%0.39%1.33%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IBD is 32, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of IBD is 3232
Overall Rank
The Sharpe Ratio Rank of IBD is 3232
Sharpe Ratio Rank
The Sortino Ratio Rank of IBD is 2929
Sortino Ratio Rank
The Omega Ratio Rank of IBD is 3131
Omega Ratio Rank
The Calmar Ratio Rank of IBD is 3333
Calmar Ratio Rank
The Martin Ratio Rank of IBD is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Inspire Corporate Bond Impact ETF (IBD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for IBD, currently valued at 0.55, compared to the broader market0.002.004.000.552.10
The chart of Sortino ratio for IBD, currently valued at 0.79, compared to the broader market-2.000.002.004.006.008.0010.000.792.80
The chart of Omega ratio for IBD, currently valued at 1.10, compared to the broader market0.501.001.502.002.503.001.101.39
The chart of Calmar ratio for IBD, currently valued at 0.48, compared to the broader market0.005.0010.0015.000.483.09
The chart of Martin ratio for IBD, currently valued at 2.37, compared to the broader market0.0020.0040.0060.0080.00100.002.3713.49
IBD
^GSPC

The current Inspire Corporate Bond Impact ETF Sharpe ratio is 0.55. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Inspire Corporate Bond Impact ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.55
2.10
IBD (Inspire Corporate Bond Impact ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Inspire Corporate Bond Impact ETF provided a 3.67% dividend yield over the last twelve months, with an annual payout of $0.86 per share. The fund has been increasing its distributions for 2 consecutive years.


1.00%1.50%2.00%2.50%3.00%$0.00$0.20$0.40$0.60$0.802017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017
Dividend$0.86$0.80$0.40$0.35$0.43$0.68$0.50$0.21

Dividend yield

3.67%3.39%1.75%1.36%1.63%2.63%2.06%0.82%

Monthly Dividends

The table displays the monthly dividend distributions for Inspire Corporate Bond Impact ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.06$0.07$0.09$0.07$0.08$0.08$0.10$0.07$0.09$0.08$0.08$0.00$0.86
2023$0.04$0.06$0.05$0.07$0.07$0.06$0.07$0.06$0.06$0.09$0.07$0.12$0.80
2022$0.02$0.02$0.02$0.03$0.03$0.02$0.03$0.03$0.03$0.05$0.05$0.08$0.40
2021$0.04$0.02$0.02$0.03$0.03$0.02$0.02$0.03$0.02$0.02$0.02$0.09$0.35
2020$0.04$0.05$0.05$0.04$0.04$0.04$0.03$0.03$0.03$0.03$0.02$0.03$0.43
2019$0.04$0.05$0.05$0.05$0.05$0.05$0.05$0.06$0.05$0.05$0.04$0.12$0.68
2018$0.03$0.03$0.03$0.03$0.04$0.05$0.04$0.05$0.03$0.05$0.06$0.06$0.50
2017$0.04$0.03$0.04$0.04$0.06$0.21

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.58%
-2.62%
IBD (Inspire Corporate Bond Impact ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Inspire Corporate Bond Impact ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Inspire Corporate Bond Impact ETF was 16.30%, occurring on Mar 19, 2020. Recovery took 57 trading sessions.

The current Inspire Corporate Bond Impact ETF drawdown is 2.58%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-16.3%Mar 4, 202012Mar 19, 202057Jun 10, 202069
-14.75%Aug 4, 2021307Oct 20, 2022
-4.35%Jan 10, 201855Apr 2, 2018234Mar 8, 2019289
-2.64%Jan 4, 202153Mar 19, 202183Jul 19, 2021136
-1.92%Dec 27, 20176Jan 4, 20183Jan 9, 20189

Volatility

Volatility Chart

The current Inspire Corporate Bond Impact ETF volatility is 1.53%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
1.53%
3.79%
IBD (Inspire Corporate Bond Impact ETF)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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