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

ETF | Others |

Last Closing

USD 27.6964

Change

-0.07 (-0.27)%

Market Cap

USD 0.08B

Volume

2.14K

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: 2025-05-22 )

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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 0.75% 55% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.75% 54% F 52% F
Trailing 12 Months  
Capital Gain 11.03% 85% B 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.03% 82% B 79% B-
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 0.77% 32% F 31% F
Dividend Return 0.77% 19% F 19% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 2.55% 91% A- 92% A
Risk Adjusted Return 30.34% 24% F 26% F
Market Capitalization 0.08B 61% D- 55% 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.