MVFD:BATS-Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF (USD)

ETF | Others |

Last Closing

USD 23.729

Change

0.00 (0.00)%

Market Cap

USD 0.07B

Volume

2.20K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-20 )

ETFs Containing MVFD

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 -8.63% 23% F 22% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.63% 22% F 22% F
Trailing 12 Months  
Capital Gain -2.78% 16% F 16% F
Dividend Return 0.94% 23% F 23% F
Total Return -1.84% 11% F 12% F
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 -0.14% 21% F 21% F
Dividend Return -0.11% 11% F 11% F
Total Return 0.03% 3% F 3% F
Risk Return Profile  
Volatility (Standard Deviation) 0.81% 98% N/A 98% N/A
Risk Adjusted Return -13.60% 8% B- 8% B-
Market Capitalization 0.07B 60% D- 54% 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.