Summary
CHGX
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 24.36% Volatility 18.19% Sharpe 0.59
Official loaded data — not a live quote.

STANCE SUSTAINABLE BETA ETF

Symbol: CHGX

Exchange: NASDAQ

Sector: Technology

Category: Large Blend

Inception date: 09/10/2017

Latest date: 17/07/2026

Current price: $32.19

Expense ratio: 0.49%

Assets under management
$179.0M
0.23% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

-1.69%

Ann. -38.82% (Sharpe / Sortino numerator)

Volatility

19.11%

Sharpe ratio

-2.222

VaR 95%

-1.77%

CVaR 95%: -1.79%
Max drawdown: -7.56%
Sortino ratio: -4.283
Calmar ratio: -5.13

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

9.30%

Ann. -2.13% (Sharpe / Sortino numerator)

Volatility

16.41%

Sharpe ratio

-0.351

VaR 95%

-1.66%

CVaR 95%: -1.74%
Max drawdown: -8.50%
Sortino ratio: -0.631
Calmar ratio: -0.25

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

17.14%

Ann. -2.24% (Sharpe / Sortino numerator)

Volatility

15.09%

Sharpe ratio

-0.389

VaR 95%

-1.59%

CVaR 95%: -1.86%
Max drawdown: -8.50%
Sortino ratio: -0.638
Calmar ratio: -0.26

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

24.36%

Ann. 14.41% (Sharpe / Sortino numerator)

Volatility

18.19%

Sharpe ratio

0.593

VaR 95%

-1.68%

CVaR 95%: -2.54%
Max drawdown: -8.50%
Sortino ratio: 0.790
Calmar ratio: 1.70

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

37.82%

Ann. 8.92% (Sharpe / Sortino numerator)

Volatility

16.11%

Sharpe ratio

0.328

VaR 95%

-1.61%

CVaR 95%: -2.29%
Max drawdown: -18.00%
Sortino ratio: 0.448
Calmar ratio: 0.50

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

61.07%

Ann. 14.53% (Sharpe / Sortino numerator)

Volatility

14.97%

Sharpe ratio

0.728

VaR 95%

-1.46%

CVaR 95%: -2.08%
Max drawdown: -18.00%
Sortino ratio: 1.031
Calmar ratio: 0.81

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.091%

Best day

2.818%

31/03/2026
Worst day

-3.465%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $32.12 $32.32 $32.12 $32.19 9,200
16/07/2026 $32.53 $32.53 $32.42 $32.51 5,600
15/07/2026 $32.72 $32.72 $32.32 $32.50 13,200
14/07/2026 $32.87 $32.89 $32.72 $32.75 10,500
13/07/2026 $32.96 $33.00 $32.79 $32.80 8,800
10/07/2026 $33.02 $33.06 $32.84 $33.05 16,100
09/07/2026 $32.70 $33.14 $32.70 $32.99 6,700
08/07/2026 $32.52 $32.58 $32.49 $32.57 2,400
07/07/2026 $32.81 $32.81 $32.58 $32.72 9,900
06/07/2026 $32.85 $33.03 $32.85 $32.96 8,000