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MRSK
+1.84 · +5.23%
$37.02 · NYSE ARCA

Northern Lights Fund Trust (MRSK) ETF Analysis | Equity Hedged

Toews Corporation · USA
AUM:$305.1M
#– of – in Equity Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 12.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.97% — above average for this category.

What is MRSK?

The adviser seeks to achieve the fund's investment objective by investing, in: equity and equity index futures, equity index options, options on equity index futures, options on exchange traded funds (ETFs), exchange traded funds (ETFs) that invest primarily in common stocks, exchange traded funds (ETFs) that invest primarily in fixed income securities, common stocks, fixed income securities and cash or cash equivalents.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
MRSK returned 12.6% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.97% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 75.1% of the ETF — significant weight in a small number of names.
ETF Information
AUM$305.1M
Expense Ratio0.97%
Dividend Yield0.37%
Holdings1
Inception DateJun 2020
Domicile–
Distribution–
Index–
ProviderToews Corporation
Beta0.76
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.0%
1Y
+13.6%
3Y
+37.2%
5Y
+43.2%
OpenBook InsightIf you had invested £10,000 in MRSK 5 years ago, it would have grown to £14,320 — a gain of £4,320.

Annual Returns

Calendar year performance

MRSK delivered positive returns in 4 of the last 5 calendar years.
YearMRSK
2026 YTD+7.6%
2025+12.3%
2024+15.0%
2023+13.6%
2022-12.2%
CAGR 4yr+6.5%
4/5 positive yearsAvg return: +7.3%Worst year: -12.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
8.0%
Low
Momentum
+2.5%
30-day change
Support Level
39.24
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.