MONARCH BLUE CHIPS CORE INDEX ETF

Symbol: MBCC

Exchange: BATS

Sector: Technology

Category: Large Growth

Inception Date: 23/03/2021

Latest Date: 17/04/2026

Current Price: $37.48

Expense Ratio: 1.14%

Assets Under Management
$150.0M
-0.19% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

7.16%

Volatility

18.92%

Sharpe Ratio

-2.907

VaR 95%

-1.74%

CVaR 95%: -1.91%
Max Drawdown: -9.03%
Sortino Ratio: -5.605
Calmar Ratio: -5.69
Return

3.19%

Volatility

15.45%

Sharpe Ratio

-1.748

VaR 95%

-1.67%

CVaR 95%: -1.89%
Max Drawdown: -10.86%
Sortino Ratio: -2.742
Calmar Ratio: -2.15
Return

1.40%

Volatility

13.23%

Sharpe Ratio

-1.307

VaR 95%

-1.56%

CVaR 95%: -1.81%
Max Drawdown: -10.86%
Sortino Ratio: -1.901
Calmar Ratio: -1.26
Return

19.88%

Volatility

17.52%

Sharpe Ratio

-0.061

VaR 95%

-1.58%

CVaR 95%: -2.52%
Max Drawdown: -10.86%
Sortino Ratio: -0.077
Calmar Ratio: 0.24
Return

20.34%

Volatility

15.60%

Sharpe Ratio

-0.011

VaR 95%

-1.57%

CVaR 95%: -2.31%
Max Drawdown: -18.59%
Sortino Ratio: -0.014
Calmar Ratio: 0.19
Return

46.38%

Volatility

14.53%

Sharpe Ratio

0.526

VaR 95%

-1.42%

CVaR 95%: -2.07%
Max Drawdown: -18.59%
Sortino Ratio: 0.700
Calmar Ratio: 0.61

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 17/04/2025 - 17/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.077%

Best Day

3.423%

12/05/2025
Worst Day

-2.044%

27/03/2026
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $37.55 $37.63 $37.40 $37.48 14,000
16/04/2026 $37.05 $37.17 $37.02 $37.08 58,500
15/04/2026 $36.64 $36.96 $36.64 $36.96 6,400
14/04/2026 $36.37 $36.51 $36.37 $36.50 13,900
13/04/2026 $35.44 $36.02 $35.44 $36.02 12,400
10/04/2026 $35.61 $35.72 $35.58 $35.59 5,200
02/04/2026 $34.33 $34.50 $34.33 $34.50 14,800
01/04/2026 $34.59 $34.73 $34.38 $34.49 12,200
31/03/2026 $34.01 $34.55 $33.80 $34.49 23,500
30/03/2026 $33.76 $33.76 $33.38 $33.50 12,800