MSSS:BATS-Northern Lights Fund Trust IV - Monarch Select Subsector Index ETF (USD)

ETF | Others |

Last Closing

USD 26.43

Change

+0.08 (+0.30)%

Market Cap

USD 0.10B

Volume

8.28K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-25 )

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ETFs Containing MSSS

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 -3.86% 33% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.86% 32% F 32% F
Trailing 12 Months  
Capital Gain 8.66% 84% B 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.66% 80% B- 77% C+
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 0.16% 27% F 26% F
Dividend Return 0.16% 14% F 15% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 1.14% 97% N/A 97% N/A
Risk Adjusted Return 14.27% 18% F 19% F
Market Capitalization 0.10B 66% D+ 59% D-

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.