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

ETF | Others |

Last Closing

USD 23.972

Change

+0.29 (+1.20)%

Market Cap

USD 0.07B

Volume

1.30K

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: 2025-04-23 )

Largest Industry Peers for Others

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

+1.77 (+2.22%)

USD 16.57B
INDA iShares MSCI India ETF

-0.32 (-0.60%)

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

+0.67 (+1.85%)

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

+0.28 (+0.98%)

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

+0.02 (+0.01%)

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

+1.52 (+1.60%)

USD 4.20B
ARKB ARK 21Shares Bitcoin ETF

+1.98 (+2.17%)

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

-0.05 (-0.10%)

USD 3.66B
GSUS Goldman Sachs MarketBeta US Eq..

+1.24 (+1.71%)

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

+0.33 (+0.74%)

USD 2.19B

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 -7.69% 20% F 20% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.69% 20% F 19% F
Trailing 12 Months  
Capital Gain -3.38% 15% F 15% F
Dividend Return 0.92% 23% F 23% F
Total Return -2.45% 11% F 11% 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.