MDPL:BATS-Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF (USD)

ETF | Others |

Last Closing

USD 25.251

Change

+0.52 (+2.09)%

Market Cap

USD 0.06B

Volume

8.60K

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: 2025-04-22 )

Largest Industry Peers for Others

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

+3.51 (+4.60%)

USD 16.57B
INDA iShares MSCI India ETF

+0.50 (+0.94%)

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

+0.93 (+2.63%)

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

+0.50 (+1.79%)

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

+0.05 (+0.04%)

USD 5.75B
BBUS JPMorgan BetaBuilders U.S. Equ..

+2.38 (+2.56%)

USD 4.20B
ARKB ARK 21Shares Bitcoin ETF

+4.11 (+4.71%)

USD 4.01B
KNG FT Cboe Vest S&P 500® Dividen..

+0.67 (+1.42%)

USD 3.66B
GSUS Goldman Sachs MarketBeta US Eq..

+1.77 (+2.50%)

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

+1.06 (+2.47%)

USD 2.19B

ETFs Containing MDPL

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 -0.23% 78% C+ 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.23% 76% C+ 74% C
Trailing 12 Months  
Capital Gain 0.10% 35% F 35% F
Dividend Return 0.63% 14% F 13% F
Total Return 0.73% 26% F 26% 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 -0.08% 22% F 22% F
Dividend Return -0.06% 12% F 12% F
Total Return 0.02% 2% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 0.64% 99% N/A 99% N/A
Risk Adjusted Return -8.62% 10% F 10% F
Market Capitalization 0.06B 58% F 52% 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.