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IBDInspire Corporate Bond ETF

Get income9y track recordRanked #447 of 1,650 in this goal

Seeks to replicate investment results that generally correspond to the performance of the Inspire Corporate Bond Index.

By Inspire · Launched 2017

Annual Cost

0.41%

#2,072 of 5,854 · average

Fund Size

$473M

#1,636 of 5,854 · large

Dividend YieldGoal

4.26%

Track Record

9 years

#1,557 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,235+2.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Focus

Faith Based

Index tracked

Inspire Corporate Bond Index

What it actually holds

By weight

Concentration

Top 10 holdings = 21.7% of fundwell diversified

Camden Property Trust
2.2%
Alexandria Real Estate Equities, Inc.
2.2%
Amphenol Corporation
2.2%
Trimble Inc
2.2%
Valero Energy Corp.
2.2%
Automatic Data Processing, Inc.
2.2%
Cboe Global Markets Inc
2.2%
Autozone, Inc.
2.2%
Baxter International, Inc.
2.1%
Jabil Inc
2.1%

Asset allocation

Bonds
99.1%
Cash
0.7%
Convertible
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.2%Low

Year-on-year price swings

Max drawdown
-16.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.27Below average
Sortino (3Y)
0.38Moderate downside risk

Bond profile

Duration

3.6 years

Avg maturity

9.6 years

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to replicate investment results that generally correspond to the performance of the Inspire Corporate Bond Index.
Strategy
Invests primarily in domestic corporate bonds issued by large capitalization companies, aiming to replicate the Inspire Corporate Bond Index. The Fund utilizes a proprietary Inspire Impact Score™ methodology to select bonds aligned with biblical values.
Inception date
July 10, 2017
Fund family
Inspire

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Data updated on 2026-08-03