CHGX:NYE-Change Finance Diversified Imp US Large Cap Fossil Fuel Free (USD)

ETF | Large Blend |

Last Closing

USD 38.2397

Change

+0.10 (+0.25)%

Market Cap

USD 0.13B

Volume

10.00K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index measures the performance of an equal-weighted portfolio of approximately 100 large-, mid-capitalization equity securities of U.S.-listed companies. The fund adviser attempts to invest all, or substantially all, of its assets in the component securities that make up the index. The adviser expects that, over time, the correlation between the fund"s performance and that of the index will be 95% or better.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-23 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

+0.70 (+0.25%)

USD 429.85B
SPLG SPDR® Portfolio S&P 500 ETF

-0.04 (-0.06%)

USD 45.56B
SCHX Schwab U.S. Large-Cap ETF

+0.19 (+0.28%)

USD 45.04B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.37 (+0.33%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

+0.19 (+0.39%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.07 (-0.10%)

USD 9.14B
SPLV Invesco S&P 500® Low Volatili..

+0.34 (+0.48%)

USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

+0.16 (+0.28%)

USD 5.32B
SCHK Schwab 1000 ETF

+0.11 (+0.20%)

USD 3.78B
SUSA iShares MSCI USA ESG Select

+0.32 (+0.27%)

USD 3.70B

ETFs Containing CHGX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.12% 28% F 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.12% 22% F 66% D+
Trailing 12 Months  
Capital Gain 28.16% 42% F 75% C
Dividend Return 1.05% 20% F 13% F
Total Return 29.21% 39% F 72% C
Trailing 5 Years  
Capital Gain 75.95% 45% F 80% B-
Dividend Return 4.49% 4% F 13% F
Total Return 80.44% 45% F 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.99% 47% F 74% C
Dividend Return 13.77% 43% F 71% C-
Total Return 0.78% 7% C- 18% F
Risk Return Profile  
Volatility (Standard Deviation) 20.86% 23% F 49% F
Risk Adjusted Return 66.00% 24% F 81% B-
Market Capitalization 0.13B 38% F 30% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.