CHGX:NYE-Change Finance U.S. Large Cap Fossil Fuel Free ETF

ETF | Others |

Last Closing

USD 21.364

Change

+0.29 (+1.36)%

Market Cap

USD 7.52M

Volume

8.70K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2019-08-19 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

-0.42 (-2.11%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

-0.31 (-0.55%)

USD 32.43B
DTB DTB

-0.23 (-1.13%)

USD 26.58B
DFAC Dimensional U.S. Core Equity 2..

-0.14 (-0.46%)

USD 26.00B
GBTC Grayscale Bitcoin Trust (BTC)

+0.70 (+1.23%)

USD 23.75B
JPST JPMorgan Ultra-Short Income ET..

+0.02 (+0.04%)

USD 22.73B
SGOV iShares® 0-3 Month Treasury B..

+0.05 (+0.05%)

USD 19.79B
AVUV Avantis® U.S. Small Cap Value..

-0.35 (-0.39%)

USD 10.49B
DFUV Dimensional US Marketwide Valu..

-0.18 (-0.46%)

USD 10.15B
DFAT Dimensional U.S. Targeted Valu..

-0.31 (-0.60%)

USD 9.40B

ETFs Containing CHGX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 21.07% 89% A- 79% B-
Dividend Return N/A N/A N/A N/A F
Total Return 21.07% 88% B+ 75% C
Trailing 12 Months  
Capital Gain 6.63% 84% B 76% C+
Dividend Return N/A N/A N/A N/A F
Total Return 6.63% 79% B- 70% C-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain 2.62% 60% D- 58% F
Dividend Return 2.66% 45% F 40% F
Total Return 0.04% 2% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 4.87% 80% B- 90% A-
Risk Adjusted Return 54.63% 62% D 66% D+
Market Capitalization 7.52M 15% F 23% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
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.

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.