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

ETF | Others |

Last Closing

USD 27.0984

Change

0.00 (0.00)%

Market Cap

USD 0.09B

Volume

2.16K

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: 2025-05-17 )

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 3.47% 76% C+ 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.47% 76% C+ 73% C
Trailing 12 Months  
Capital Gain 3.73% 40% F 41% F
Dividend Return 0.36% 7% C- 6% D-
Total Return 4.09% 30% F 31% 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 0.22% 28% F 27% F
Dividend Return 0.26% 16% F 16% F
Total Return 0.04% 2% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 0.99% 98% N/A 99% N/A
Risk Adjusted Return 26.17% 23% F 25% F
Market Capitalization 0.09B 64% D 57% 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.