Performance analysis of MVFD (MONARCH VOLUME FACTOR DIVIDEND TREE INDEX ETF)
Annual Return
Since Mar 7, 2024, MVFD has had an average annual return of +10.26%, underperforming the benchmark SPY, which returned +18.15% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.84% | +10.08% | +5.21% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.97% | +2.24% | -4.51% | +5.12% | -2.82% | +0.50% | +1.52% | +8.84% | |||||
| 2025 | +3.45% | +0.50% | -4.79% | -4.99% | +3.77% | +2.93% | -0.90% | +7.61% | -1.76% | +2.38% | +2.66% | -0.48% | +10.08% |
| 2024 | +3.63% | -5.70% | +4.12% | -2.57% | +4.61% | +1.52% | +1.14% | -1.01% | +7.20% | -6.89% | +5.21% |
Drawdown analysis of MVFD (MONARCH VOLUME FACTOR DIVIDEND TREE INDEX ETF)
The maximum drawdown for the MVFD was -19.06%, occurring on Apr 8, 2025. Recovery took 138 trading sessions.
The current MVFD drawdown is -2.47%.
Since Mar 7, 2024 MVFD has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.06% | Nov 25, 2024 | 90 | Apr 8, 2025 | 138 | Oct 24, 2025 | 228 |
| -9.08% | Feb 6, 2026 | 29 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -6.45% | Mar 28, 2024 | 69 | Jul 9, 2024 | 16 | Jul 31, 2024 | 85 |
| -6.33% | Jul 31, 2024 | 3 | Aug 5, 2024 | 15 | Aug 26, 2024 | 18 |
| -5.62% | Nov 12, 2025 | 6 | Nov 20, 2025 | 4 | Nov 26, 2025 | 10 |
| -4.64% | Dec 11, 2025 | 13 | Dec 31, 2025 | 3 | Jan 6, 2026 | 16 |
| -3.78% | Aug 30, 2024 | 7 | Sep 11, 2024 | 8 | Sep 23, 2024 | 15 |
| -2.88% | Nov 11, 2024 | 6 | Nov 19, 2024 | 4 | Nov 25, 2024 | 10 |
| -2.71% | Oct 16, 2024 | 7 | Oct 25, 2024 | 8 | Nov 6, 2024 | 15 |
| -2.42% | Oct 4, 2024 | 4 | Oct 10, 2024 | 4 | Oct 16, 2024 | 8 |
| -1.75% | Jan 21, 2026 | 5 | Jan 28, 2026 | 5 | Feb 4, 2026 | 10 |
| -1.61% | Oct 27, 2025 | 6 | Nov 4, 2025 | 4 | Nov 10, 2025 | 10 |
| -1.51% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.24% | Mar 21, 2024 | 3 | Mar 26, 2024 | 1 | Mar 27, 2024 | 4 |
| -0.88% | Mar 13, 2024 | 1 | Mar 14, 2024 | 3 | Mar 19, 2024 | 4 |
| -0.78% | Jan 6, 2026 | 1 | Jan 7, 2026 | 1 | Jan 8, 2026 | 2 |
| -0.67% | Sep 24, 2024 | 1 | Sep 25, 2024 | 2 | Sep 27, 2024 | 3 |
| -0.53% | Jan 9, 2026 | 2 | Jan 13, 2026 | 2 | Jan 15, 2026 | 4 |
| -0.50% | Feb 4, 2026 | 1 | Feb 5, 2026 | 1 | Feb 6, 2026 | 2 |
| -0.41% | Dec 5, 2025 | 1 | Dec 8, 2025 | 1 | Dec 9, 2025 | 2 |
| -0.27% | Nov 28, 2025 | 2 | Dec 2, 2025 | 1 | Dec 3, 2025 | 3 |
| -0.17% | Aug 26, 2024 | 2 | Aug 28, 2024 | 1 | Aug 29, 2024 | 3 |
| -0.16% | Sep 30, 2024 | 3 | Oct 3, 2024 | 1 | Oct 4, 2024 | 4 |
| -0.11% | Dec 3, 2025 | 1 | Dec 4, 2025 | 1 | Dec 5, 2025 | 2 |
| -0.07% | Nov 6, 2024 | 1 | Nov 7, 2024 | 1 | Nov 8, 2024 | 2 |