Performance analysis of MVFG (MONARCH VOLUME FACTOR GLOBAL UNCONSTRAINED INDEX ETF)
Annual Return
Since Mar 7, 2024, MVFG has had an average annual return of +17.26%, underperforming the benchmark SPY, which returned +20.02% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.12% | +20.98% | +5.34% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.29% | +2.48% | -6.32% | +5.68% | +2.36% | -0.29% | +12.12% | ||||||
| 2025 | +2.84% | -3.32% | -3.29% | +3.89% | +5.10% | +3.18% | -1.07% | +6.83% | +5.70% | +2.70% | -5.22% | +2.71% | +20.98% |
| 2024 | +2.38% | -3.39% | +4.01% | +1.57% | +1.51% | +1.84% | +1.29% | -2.26% | +3.38% | -4.73% | +5.34% |
Drawdown analysis of MVFG (MONARCH VOLUME FACTOR GLOBAL UNCONSTRAINED INDEX ETF)
The maximum drawdown for the MVFG was -15.34%, occurring on Nov 20, 2025. Recovery took 29 trading sessions.
The current MVFG drawdown is -0.78%.
Since Mar 7, 2024 MVFG has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.34% | Oct 15, 2025 | 26 | Nov 20, 2025 | 29 | Jan 5, 2026 | 55 |
| -12.19% | Dec 9, 2024 | 63 | Mar 13, 2025 | 55 | Jun 2, 2025 | 118 |
| -9.54% | Feb 25, 2026 | 23 | Mar 30, 2026 | 26 | May 6, 2026 | 49 |
| -7.68% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -4.57% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -4.35% | Jul 23, 2025 | 7 | Aug 1, 2025 | 7 | Aug 12, 2025 | 14 |
| -3.96% | Oct 8, 2025 | 2 | Oct 10, 2025 | 1 | Oct 13, 2025 | 3 |
| -3.09% | Oct 18, 2024 | 10 | Nov 1, 2024 | 4 | Nov 7, 2024 | 14 |
| -2.86% | Nov 7, 2024 | 6 | Nov 15, 2024 | 8 | Nov 27, 2024 | 14 |
| -2.41% | May 6, 2026 | 7 | May 15, 2026 | 6 | May 26, 2026 | 13 |
| -2.23% | Jan 27, 2026 | 7 | Feb 5, 2026 | 1 | Feb 6, 2026 | 8 |
| -1.68% | Jun 12, 2025 | 5 | Jun 20, 2025 | 4 | Jun 26, 2025 | 9 |
| -1.57% | May 21, 2024 | 6 | May 30, 2024 | 4 | Jun 5, 2024 | 10 |
| -1.45% | Feb 11, 2026 | 1 | Feb 12, 2026 | 5 | Feb 20, 2026 | 6 |
| -1.42% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -1.21% | Jul 10, 2025 | 3 | Jul 15, 2025 | 5 | Jul 22, 2025 | 8 |
| -1.11% | Aug 22, 2025 | 6 | Sep 2, 2025 | 3 | Sep 5, 2025 | 9 |
| -0.94% | Sep 22, 2025 | 3 | Sep 25, 2025 | 2 | Sep 29, 2025 | 5 |
| -0.94% | Oct 6, 2025 | 1 | Oct 7, 2025 | 1 | Oct 8, 2025 | 2 |
| -0.84% | Sep 26, 2024 | 5 | Oct 3, 2024 | 1 | Oct 4, 2024 | 6 |
| -0.84% | Oct 14, 2024 | 3 | Oct 17, 2024 | 1 | Oct 18, 2024 | 4 |
| -0.81% | Feb 20, 2026 | 1 | Feb 23, 2026 | 1 | Feb 24, 2026 | 2 |
| -0.81% | Aug 15, 2025 | 2 | Aug 19, 2025 | 3 | Aug 22, 2025 | 5 |
| -0.78% | Jun 2, 2026 | 1 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -0.77% | Oct 4, 2024 | 1 | Oct 7, 2024 | 4 | Oct 11, 2024 | 5 |