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ISIN
US66538H2528
CUSIP
66538H252
Inception Date
Mar 23, 2021
Region
North America (United States)
Leveraged
1x (No leverage)
Index Tracked
Monarch Blue Chips Elite Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$180M

Share Price Chart


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Performance

MBCE Performance Chart


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S&P 500 Index

Returns By Period


Monarch Blue Chips Elite Index ETF

1D
-1.43%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.41%
1M
4.48%
YTD
10.79%
6M
10.60%
1Y
27.02%
3Y*
21.07%
5Y*
12.39%
10Y*
13.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MBCE Monthly Returns History

Based on dividend-adjusted daily data since Jun 3, 2026, MBCE's average daily return is -1.43%, while the average monthly return is -1.43%.

Historically, 0% of months were positive and 100% were negative. The best month was Jun 2026 with a return of -1.4%, while the worst month was Jun 2026 at -1.4%. The longest winning streak lasted 0 consecutive months, and the longest losing streak was 1 months.

On a daily basis, MBCE closed higher 0% of trading days. The best single day was Jun 4, 2026 with a return of -1.4%, while the worst single day was Jun 4, 2026 at -1.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.43%-1.43%

Expense Ratio

MBCE has a high expense ratio of 1.14%, indicating above-average management fees.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Monarch Blue Chips Elite Index ETF (MBCE) and compare them to S&P 500 Index.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History


Monarch Blue Chips Elite Index ETF doesn't pay dividends

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 Elite Index 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 Elite Index ETF was 1.43%, occurring on Jun 4, 2026. The portfolio has not yet recovered.

The current Monarch Blue Chips Elite Index ETF drawdown is 1.43%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 pullback2026
-1.43%Jun 2026
0s
1d 9hJun 2026 - now

Drawdown Indicators


MBCEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-1.43%

-56.78%

+55.35%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.43%

-0.33%

-1.10%

Average Drawdown

Average peak-to-trough decline

-1.43%

-10.72%

+9.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with MBCE

Add Monarch Blue Chips Elite Index ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with MBCE