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

ETF | Others |

Last Closing

USD 26.11

Change

+0.12 (+0.46)%

Market Cap

USD 0.09B

Volume

1.50K

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: 2025-04-28 )

Largest Industry Peers for Others

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

-0.53 (-0.64%)

USD 16.57B
INDA iShares MSCI India ETF

+0.44 (+0.83%)

USD 8.92B
PAVE Global X U.S. Infrastructure D..

-0.02 (-0.05%)

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

-0.01 (-0.03%)

USD 6.29B
BOXX Alpha Architect 1-3 Month Box ..

-0.02 (-0.02%)

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

+0.10 (+0.10%)

USD 4.22B
ARKB ARK 21Shares Bitcoin ETF

-0.64 (-0.67%)

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

+0.07 (+0.15%)

USD 3.55B
GSUS Goldman Sachs MarketBeta US Eq..

+0.10 (+0.13%)

USD 2.41B
IFRA iShares U.S. Infrastructure ET..

+0.12 (+0.27%)

USD 2.23B

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 -0.31% 69% C- 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.31% 67% D+ 65% D
Trailing 12 Months  
Capital Gain 3.20% 45% F 45% F
Dividend Return 0.37% 7% C- 6% D-
Total Return 3.57% 33% F 33% 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 0.04% 25% F 24% F
Dividend Return 0.05% 13% F 13% F
Total Return 0.02% 2% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 0.44% 99% N/A 99% N/A
Risk Adjusted Return 12.36% 18% F 18% F
Market Capitalization 0.09B 64% D 58% 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.