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Monarch Blue Chips Elite Index ETF (MBCE) Sharpe Ratio

ETF · Currency in USD · Last updated Jun 25, 2026

The Monarch Blue Chips Elite Index ETF seeks to replicate, before fees and expenses, the performance of the Monarch Blue Chips Elite Index. The index ranks large-cap U.S. companies in the S&P 500 using fundamental metrics such as revenue, revenue growth, profit margin, net income growth, and price-to-earnings ratios, then typically builds an equally weighted portfolio from the top-ranked companies. The fund was formerly known as the Monarch Blue Chips Core Index ETF and changed its ticker from MBCC to MBCE effective June 3, 2026.

Sharpe ratio is not yet available for MBCE. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar ETFs

The table compares Monarch Blue Chips Elite Index ETF's Sharpe Ratio with other ETFs in the Large Cap Growth Equities category across multiple time periods, showing how MBCE's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 25, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
DARPGrizzle Growth ETF2.63
FMTMMarketDesk Focused U.S. Momentum ETF2.47
NACPImpact Shares NAACP Minority Empowerment ETF2.45
VEGNUS Vegan Climate ETF2.41
MFUSPIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF2.39
BIBLInspire 100 ETF2.39
ROUSHartford Multifactor US Equity ETF2.29
HLALWahed FTSE USA Shariah ETF2.28
DGROiShares Core Dividend Growth ETF2.28
RFDARiverFront Dynamic US Dividend Advantage ETF2.15
MBCEMonarch Blue Chips Elite Index ETF—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows MBCE's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when MBCE consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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