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

ETF | Large Blend |

Last Closing

USD 36.5471

Change

+0.32 (+0.89)%

Market Cap

USD 0.13B

Volume

4.17K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for Large Blend

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

+2.32 (+0.93%)

USD 1,599.41B
SPY SPDR S&P 500 ETF Trust

+4.77 (+0.95%)

USD 528.58B
IVV iShares Core S&P 500 ETF

+4.95 (+0.98%)

USD 428.78B
VOO Vanguard S&P 500 ETF

+4.63 (+1.00%)

USD 419.07B
VIG Vanguard Dividend Appreciation..

+0.18 (+0.10%)

USD 77.60B
RSP Invesco S&P 500® Equal Weight..

+0.08 (+0.05%)

USD 53.38B
ITOT iShares Core S&P Total U.S. St..

+1.07 (+0.97%)

USD 51.22B
SCHX Schwab U.S. Large-Cap ETF

+0.55 (+0.92%)

USD 40.18B
IWB iShares Russell 1000 ETF

+2.65 (+0.96%)

USD 33.43B
VV Vanguard Large-Cap Index Fund ..

+2.51 (+1.09%)

USD 32.71B

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 10.02% 58% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.02% 46% F 75% C
Trailing 12 Months  
Capital Gain 29.19% 51% F 79% B-
Dividend Return 1.11% 18% F 13% F
Total Return 30.29% 49% F 78% C+
Trailing 5 Years  
Capital Gain 78.30% 52% F 80% B-
Dividend Return 4.76% 6% D- 15% F
Total Return 83.07% 49% F 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 11.44% 63% D 76% C+
Dividend Return 12.10% 52% F 73% C
Total Return 0.66% 7% C- 17% F
Risk Return Profile  
Volatility (Standard Deviation) 20.98% 20% F 54% F
Risk Adjusted Return 57.67% 32% F 84% B
Market Capitalization 0.13B 35% F 28% 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 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.