ducovest

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

ETF | Large Blend |

Last Closing

USD 38.958

Change

0.00 (0.00)%

Market Cap

USD 0.13B

Volume

6.30K

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.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-17 )

Largest Industry Peers for Large Blend

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

N/A

 USD 443.32B
SCHX Schwab U.S. Large-Cap ETF

N/A

 USD 50.15B
SPLG SPDR® Portfolio S&P 500 ETF

N/A

 USD 48.51B
GSLC Goldman Sachs ActiveBeta® U.S..

N/A

 USD 13.67B
DYNF BlackRock US Equity Factor Rot..

N/A

 USD 13.25B
SPTM SPDR® Portfolio S&P 1500 Comp..

N/A

 USD 9.18B
SPLV Invesco S&P 500® Low Volatili..

N/A

 USD 7.58B
JQUA JPMorgan U.S. Quality Factor E..

N/A

 USD 5.05B
SCHK Schwab 1000 ETF

N/A

 USD 3.82B
SUSA iShares MSCI USA ESG Select

N/A

 USD 3.66B

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 17.28% 31% F 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.28% 24% F 66% D+
Trailing 12 Months  
Capital Gain 25.03% 29% F 71% C-
Dividend Return 1.00% 11% F 11% F
Total Return 26.03% 28% F 67% D+
Trailing 5 Years  
Capital Gain 72.42% 44% F 78% C+
Dividend Return 5.21% 3% F 13% F
Total Return 77.63% 40% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.34% 56% F 73% C
Dividend Return 14.13% 50% F 70% C-
Total Return 0.79% 10% F 20% F
Risk Return Profile  
Volatility (Standard Deviation) 21.09% 36% F 52% F
Risk Adjusted Return 67.02% 36% F 81% B-
Market Capitalization 0.13B 40% F 31% 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.