(ISMD) Inspire Small/Mid Cap - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US66538H6412 • Small Blend
ISMD: Small, Mid, Capitalization, Equity, Securities
The Inspire Small/Mid Cap Impact ETF (NYSE ARCA: ISMD) is designed to provide exposure to small and mid-capitalization U.S. equity securities that meet specific environmental, social, and governance (ESG) criteria. The fund invests at least 80% of its total assets in the component securities of its underlying index. The index provider selects securities from a universe of publicly traded, domestic small and mid-cap companies that have an Inspire Impact Score of zero or higher. This score assesses a companys alignment with biblical values and ESG principles.
The funds investment strategy focuses on balancing financial returns with positive societal impact. It seeks to include companies that demonstrate strong performance in areas such as environmental stewardship, human rights, and corporate governance, while excluding those involved in industries or practices deemed unethical or harmful.
Based on the provided
Over the next three months, ISMD is expected to experience moderate volatility, with potential downside risks due to its current price trading below key moving averages (SMA 20: 37.49, SMA 50: 37.75). The average true range (ATR) of 0.54 indicates relatively low volatility, suggesting that price movements may remain constrained. Support levels may form near the SMA 200 (37.07), but the funds ability to rebound will depend on broader market conditions and investor sentiment toward small and mid-cap equities.
Additional Sources for ISMD ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
ISMD ETF Overview
Market Cap in USD | 156m |
Category | Small Blend |
TER | 0.59% |
IPO / Inception | 2017-02-27 |
ISMD ETF Ratings
Growth Rating | 55.5 |
Fundamental | - |
Dividend Rating | 49.1 |
Rel. Strength | -11.7 |
Analysts | - |
Fair Price Momentum | 29.22 USD |
Fair Price DCF | - |
ISMD Dividends
Dividend Yield 12m | 1.37% |
Yield on Cost 5y | 2.66% |
Annual Growth 5y | 9.45% |
Payout Consistency | 71.4% |
ISMD Growth Ratios
Growth Correlation 3m | -94.3% |
Growth Correlation 12m | 20.6% |
Growth Correlation 5y | 70% |
CAGR 5y | 12.78% |
CAGR/Max DD 5y | 0.48 |
Sharpe Ratio 12m | -0.33 |
Alpha | -12.50 |
Beta | 0.943 |
Volatility | 30.12% |
Current Volume | 18.9k |
Average Volume 20d | 28.9k |
As of April 25, 2025, the stock is trading at USD 32.56 with a total of 18,940 shares traded.
Over the past week, the price has changed by +3.95%, over one month by -7.72%, over three months by -15.35% and over the past year by -3.26%.
Partly, yes. Based on ValueRay Analyses, Inspire Small/Mid Cap (NYSE ARCA:ISMD) is currently (April 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 55.46 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of ISMD as of April 2025 is 29.22. This means that ISMD is currently overvalued and has a potential downside of -10.26%.
Inspire Small/Mid Cap has no consensus analysts rating.
According to ValueRays Forecast Model, ISMD Inspire Small/Mid Cap will be worth about 32.8 in April 2026. The stock is currently trading at 32.56. This means that the stock has a potential upside of +0.71%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 32.8 | 0.7% |