Inspire Tactical Balanced Etf Profile
| RISN Etf | USD 28.32 0.03 0.11% |
Performance9 of 100
| Odds Of DistressLess than 9
|
Inspire Tactical is selling at 28.32 as of the 28th of November 2024; that is 0.11 percent decrease since the beginning of the trading day. The etf's open price was 28.35. Inspire Tactical has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Inspire Tactical Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund, an actively managed ETF, uses a proprietary system of technical analysis to tactically allocate assets into U.S. large cap stocks when the strategy identifies an uptrend in the U.S. large cap stock market, and shifts into U.S. Inspire Tactical is traded on NYSEARCA Exchange in the United States.. More on Inspire Tactical Balanced
Moving together with Inspire Etf
Inspire Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Target Outcome ETFs, Asset Allocation ETFs, Moderately Aggressive Allocation, Inspire (View all Sectors) |
| Issuer | Inspire Investing |
| Inception Date | 2020-07-15 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 95.67 Million |
| Asset Type | Multi Asset |
| Category | Asset Allocation |
| Focus | Target Outcome |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Ultimus Fund Solutions, LLC |
| Advisor | Inspire Investing, LLC |
| Custodian | Brown Brothers Harriman & Co. |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Darrell Jayroe, Robert Netzly, Keith Chandler, Jacob Chandler, Isaac Beckel, Tim Schwarzenberger |
| Transfer Agent | Brown Brothers Harriman & Co. |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 77.0 |
| Market Maker | GTS |
| Total Expense | 0.79 |
| Management Fee | 0.5 |
| Country Name | USA |
| Returns Y T D | 14.74 |
| Name | Inspire Tactical Balanced ESG ETF |
| Currency Code | USD |
| Open Figi | BBG00W2RDDW9 |
| In Threey Volatility | 11.26 |
| 1y Volatility | 11.8 |
| 200 Day M A | 26.3716 |
| 50 Day M A | 27.2225 |
| Code | RISN |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.29) |
| Type | ETF |
Inspire Tactical Balanced [RISN] is traded in USA and was established 2020-07-15. The fund is listed under Moderately Aggressive Allocation category and is part of Inspire family. The entity is thematically classified as Target Outcome ETFs. Inspire Tactical Balanced at this time have 106.84 M in assets. , while the total return for the last 3 years was 2.2%.
Check Inspire Tactical Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Inspire Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Inspire Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Inspire Tactical Balanced Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Inspire Tactical Balanced Etf Constituents
| ISRG | Intuitive Surgical | Stock | Health Care | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| VGSH | Vanguard Short Term Treasury | Etf | Short Government | |
| VGLT | Vanguard Long Term Treasury | Etf | Long Government | |
| VGIT | Vanguard Intermediate Term Treasury | Etf | Intermediate Government | |
| UNP | Union Pacific | Stock | Industrials | |
| PLD | Prologis | Stock | Real Estate | |
| NVDA | NVIDIA | Stock | Information Technology |
Inspire Tactical Balanced Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Inspire Tactical. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0984 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.06) |
Inspire Tactical Against Markets
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Inspire Tactical Balanced. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
The market value of Inspire Tactical Balanced is measured differently than its book value, which is the value of Inspire that is recorded on the company's balance sheet. Investors also form their own opinion of Inspire Tactical's value that differs from its market value or its book value, called intrinsic value, which is Inspire Tactical's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Inspire Tactical's market value can be influenced by many factors that don't directly affect Inspire Tactical's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Inspire Tactical's value and its price as these two are different measures arrived at by different means. Investors typically determine if Inspire Tactical is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Inspire Tactical's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.