Inspire Small/Mid Cap Impact ETF (ISMD)

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The chart shows the growth of an initial investment of $10,000 in Inspire Small/Mid Cap 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.

Inspire Small/Mid Cap Impact ETF (ISMD) has returned 3.89% so far this year and 18.52% over the past 12 months.

Based on dividend-adjusted daily data since Feb 28, 2017, ISMD's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, your investment would double in approximately 7.2 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2020 with a return of +19.8%, while the worst month was Mar 2020 at -19.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, ISMD closed higher 51% of trading days. The best single day was Mar 17, 2020 with a return of +10.7%, while the worst single day was Mar 16, 2020 at -14.2%.

Inspire Small/Mid Cap Impact ETF has an annualized alpha of -3.07%, beta of 1.04, and R² of 0.66 versus S&P 500 Index. Calculated based on daily prices since March 01, 2017.

• This ETF participated in 115.48% of S&P 500 Index downside but only 98.84% of its upside — more exposed to losses than it benefited from rallies.
• This ETF had an annualized alpha of -3.07% versus S&P 500 Index — delivering less than market exposure alone would predict.
• With beta of 1.04 and R² of 0.66, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

ISMD has an expense ratio of 0.57%, placing it in the medium range.

ISMD ranks 45 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Inspire Small/Mid Cap Impact ETF (ISMD) and compare them to a chosen benchmark (S&P 500 Index).

Inspire Small/Mid Cap Impact ETF provided a 1.11% dividend yield over the last twelve months, with an annual payout of $0.44 per share. The fund has been increasing its distributions for 3 consecutive years.

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

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.

The table below displays the maximum drawdowns of the Inspire Small/Mid Cap 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 Small/Mid Cap Impact ETF was 44.60%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.

The current Inspire Small/Mid Cap Impact ETF drawdown is 6.44%.

The chart below shows the rolling one-month volatility.