Monarch Blue Chips Core ETF (MBCC)
MBCC is a passive ETF by Kingsview Partners LLC tracking the investment results of the Kingsview Blue Chips Core Index. MBCC launched on Mar 23, 2021 and has a 1.25% expense ratio.
ETF Info
US66538H2528
66538H252
Mar 23, 2021
Global (Broad)
1x
Kingsview Blue Chips Core Index
Large-Cap
Expense Ratio
MBCC has a high expense ratio of 1.25%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Monarch Blue Chips Core ETF (MBCC) returned 1.43% year-to-date (YTD) and 9.40% over the past 12 months.
MBCC
1.43%
5.52%
-2.20%
9.40%
13.40%
N/A
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of MBCC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.93% | 0.43% | -6.95% | -0.42% | 4.87% | 1.43% | |||||||
| 2024 | 3.79% | 6.52% | 2.03% | -5.23% | 2.69% | 2.47% | 0.65% | 3.40% | 2.68% | -2.20% | 5.52% | -4.14% | 18.90% |
| 2023 | 5.58% | -4.69% | 5.47% | 2.49% | -1.65% | 6.15% | 2.23% | 0.44% | -6.88% | -0.31% | 10.21% | 2.54% | 22.34% |
| 2022 | -7.62% | -6.47% | 3.35% | -9.75% | -0.57% | -5.76% | 10.27% | -5.60% | -9.12% | 9.08% | 5.78% | -3.30% | -20.28% |
| 2021 | 2.44% | 5.81% | 0.45% | 3.51% | 2.92% | 4.14% | -4.25% | 4.11% | -2.20% | 2.81% | 21.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MBCC is 47, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Monarch Blue Chips Core ETF (MBCC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Monarch Blue Chips Core ETF provided a 0.03% dividend yield over the last twelve months, with an annual payout of $0.01 per share.
| Period | TTM | 2024 | 2023 |
|---|---|---|---|
| Dividend | $0.01 | $0.00 | $0.03 |
Dividend yield | 0.03% | 0.00% | 0.11% |
Monthly Dividends
The table displays the monthly dividend distributions for Monarch Blue Chips Core ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.03 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Monarch Blue Chips Core ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Monarch Blue Chips Core ETF was 30.62%, occurring on Oct 12, 2022. Recovery took 324 trading sessions.
The current Monarch Blue Chips Core ETF drawdown is 4.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.62% | Nov 9, 2021 | 233 | Oct 12, 2022 | 324 | Jan 29, 2024 | 557 |
| -18.59% | Dec 9, 2024 | 82 | Apr 8, 2025 | — | — | — |
| -6.24% | Apr 1, 2024 | 15 | Apr 19, 2024 | 40 | Jun 17, 2024 | 55 |
| -6.06% | Jul 8, 2024 | 23 | Aug 7, 2024 | 6 | Aug 15, 2024 | 29 |
| -5.14% | Sep 8, 2021 | 19 | Oct 4, 2021 | 22 | Nov 3, 2021 | 41 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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