MVFG:BATS-Northern Lights Fund Trust IV - Monarch Volume Factor Global Unconstrained Index ETF (USD)

ETF | Others |

Last Closing

USD 25.21

Change

+0.01 (+0.04)%

Market Cap

USD 0.08B

Volume

7.20K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-04-04 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
FBTC Fidelity Wise Origin Bitcoin T..

+1.84 (+2.57%)

USD 16.66B
INDA iShares MSCI India ETF

-1.99 (-3.89%)

USD 8.63B
PAVE Global X U.S. Infrastructure D..

-1.67 (-4.63%)

USD 7.86B
BUFR First Trust Cboe Vest Fund of ..

-1.20 (-4.15%)

USD 6.45B
BOXX Alpha Architect 1-3 Month Box ..

+0.07 (+0.06%)

USD 5.42B
BBUS JPMorgan BetaBuilders U.S. Equ..

-5.73 (-5.91%)

USD 4.20B
ARKB ARK 21Shares Bitcoin ETF

+2.01 (+2.46%)

USD 3.92B
KNG FT Cboe Vest S&P 500® Dividen..

-2.43 (-4.91%)

USD 3.66B
GSUS Goldman Sachs MarketBeta US Eq..

-4.37 (-5.91%)

USD 2.47B
IFRA iShares U.S. Infrastructure ET..

-1.98 (-4.50%)

USD 2.19B

ETFs Containing MVFG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.74% 67% D+ 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.74% 65% D 64% D
Trailing 12 Months  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -0.01% 21% F 20% F
Dividend Return 0.00% 10% F 11% F
Total Return 0.00% 1% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 0.09% 100% F 100% F
Risk Adjusted Return -5.29% 10% F 10% F
Market Capitalization 0.08B 63% D 56% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.