Inspire Small/Mid Cap Impact ETF chart

Last update: 2022-12-30
Key statistics and financials
Three year average return 18.79%
YTD return 0.11%
Beta 3Y 1.29
Total Assets 124.44M
Annual report expense ratio 0.60%

Company description

The fund generally invests at least 80% of its total assets in the component securities of the index. The index provider selects securities from a universe of publicly traded, domestic small and mid capitalization equity securities of companies with market capitalizations between $1 billion and $3.5 billion and which have an Inspire Impact Score® of zero or higher.

Sector: N/A - Industry: N/A


Insider Transactions

Here are the insider transactions of stock shares related to Inspire Small/Mid Cap Impact ETF:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Inspire Small/Mid Cap Impact ETF. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Inspire Small/Mid Cap Impact ETF

Here is the result of two systematic investment strategies applied to Inspire Small/Mid Cap Impact ETF. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Inspire Small/Mid Cap Impact ETF

The following chart shows the equity curve of the two systematic investment strategies applied to Inspire Small/Mid Cap Impact ETF:

Inspire Small/Mid Cap Impact ETF automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 27.1% on the backtest period.

Performance at glance

Performance

27.1 %

Latent gain

614.89 $

Invested capital

2268.93 $

Annualized return

6.55 %
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Momentum strategy results on Inspire Small/Mid Cap Impact ETF

This is the result of two momentum investment strategies applied to Inspire Small/Mid Cap Impact ETF. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Inspire Small/Mid Cap Impact ETF

The following chart shows all the entries opened by the momentum investment system on Inspire Small/Mid Cap Impact ETF:

Inspire Small/Mid Cap Impact ETF momentum entries
  • The first momentum investment strategy would give 32.05% of return on Inspire Small/Mid Cap Impact ETF. That represents 1949.32$ of latent gain with 6081.58$ of employed capital.
  • The second momentum investment strategy would give 35.73% of return on Inspire Small/Mid Cap Impact ETF. That represents 1085.92$ of latent gain with 3039.04$ of employed capital.
Performance at glance (1Q Momentum)

Performance

32.05 %

Latent gain

1949.32 $

Invested capital

6081.58 $

Annualized return

25.43 %
Performance at glance (2Q Momentum)

Performance

35.73 %

Latent gain

1085.92 $

Invested capital

3039.04 $

Annualized return

9.76 %

Momentum equity curve on Inspire Small/Mid Cap Impact ETF

The following chart shows the equity curve of the two momentum strategies applied to Inspire Small/Mid Cap Impact ETF:

Inspire Small/Mid Cap Impact ETF momentum equity

Note: the dividends potentially given by Inspire Small/Mid Cap Impact ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Inspire Small/Mid Cap Impact ETF

The following chart shows the employed capital evolution of the two momentum strategies on Inspire Small/Mid Cap Impact ETF since the beginning:

Inspire Small/Mid Cap Impact ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on Inspire Small/Mid Cap Impact ETF

Buy the dip entry openings on Inspire Small/Mid Cap Impact ETF

Inspire Small/Mid Cap Impact ETF

The performance achieved by the robo-advisor on Inspire Small/Mid Cap Impact ETF is 54.42%. That represents 411.67$ of latent gain with 756.47$ of employed capital. The following chart shows Inspire Small/Mid Cap Impact ETF stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Inspire Small/Mid Cap Impact ETF, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

54.42 %

Latent gain

411.67 $

Invested capital

756.47 $

Annualized return

25.43 %

Equity curve of the strategy applied to Inspire Small/Mid Cap Impact ETF

The following chart shows the result of the investment strategy applied to Inspire Small/Mid Cap Impact ETF:

Inspire Small/Mid Cap Impact ETF

Note: the dividends potentially given by Inspire Small/Mid Cap Impact ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Inspire Small/Mid Cap Impact ETF

The following chart shows the employed capital evolution since the beginning of the investment strategy on Inspire Small/Mid Cap Impact ETF:

Inspire Small/Mid Cap Impact ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Inspire Small/Mid Cap Impact ETF

In this section, I will compare the three previous investment strategies applied to Inspire Small/Mid Cap Impact ETF.

Equity curve comparison on Inspire Small/Mid Cap Impact ETF

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Inspire Small/Mid Cap Impact ETF investment strategy comparison

Employed capital comparison on Inspire Small/Mid Cap Impact ETF

Inspire Small/Mid Cap Impact ETF investment comparison

Performance comparison on Inspire Small/Mid Cap Impact ETF

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 27.1% 614.89$ 2268.93$ 6.55%
Momentum 1 quarter 32.05% 1949.32$ 6081.58$ 8.22%
Momentum 2 quarters 35.73% 1085.92$ 3039.04$ 9.76%
Non-directional 54.42% 411.67$ 756.47$ 25.43%
Annualized return comparison

Automatic investment

6.55 %

Momentum 1Q

9.76 %

Momentum 2Q

9.76 %

Non-directional

25.43 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Inspire Small/Mid Cap Impact ETF:

Positive correlations

Most correlated stocks this year

  • Inspire Small/Mid Cap ETF

  • Most correlated stocks last 3 months

  • NOMAD TECH
  • Exela Technologies Inc
  • Inspire Small/Mid Cap ETF

  • Negative correlation

    Most negatively correlated stocks this year


    Most negatively correlated stocks last 3 months


    Note: The algorithm computes the probability of correlation between Inspire Small/Mid Cap Impact ETF and the other stocks. There may be false positives or some missing correlated stocks. If the price of Inspire Small/Mid Cap Impact ETF does not vary for 36 weeks, the correlation calculation result will be wrong.


    Company information

    Company name Inspire Small/Mid Cap Impact ETF
    Country
    City
    Address
    Phone
    Website
    FullTime employees
    Industry
    Sector
    Exchange ARCX
    Ticker ISMD
    Market

    Inspire Small/Mid Cap Impact ETF ESG Scores

    Environment scores

    Environment ESG Factors Scores
    Environment Score 0
    Peer Environment Performance unknown
    Environment Percentile unknown
    Palm Oil unknown
    Nuclear unknown
    Fur Leather unknown
    GMO unknown
    Coal unknown
    Pesticides unknown
    Animal Testing unknown

    Social scores

    Social ESG Factors Scores
    Social Score 0
    Peer Social Performance unknown
    Social Percentile unknown
    Highest Controversy unknown
    Peer Highest Controversy Performance unknown
    Adult unknown
    Gambling unknown
    Alcoholic unknown
    Tobacco unknown
    Catholic unknown
    Controversial Weapons unknown
    Small Arms unknown
    Military Contract unknown
    Peer Count unknown

    Related Controversy:


    Governance scores

    Governance ESG Factors Scores
    Governance Score 0
    Peer Governance Performance unknown
    Governance Percentile unknown

    ESG at glance
    Total ESG Scores: unknown
    Environment Score: 0
    Social Score: 0
    Governance Score: 0

    ESG Performance: unknown

    Peer Group: unknown

    Peer Esg Score Performance: unknown

    Rating Year: unknown

    Rating Month: unknown

    Max Age: unknown

    Percentile: unknown