Summary
CHGX
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 33.91% 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: 03/06/2026

Current price: $33.39

Expense ratio: 0.49%

Assets under management
$151.0M
-0.01% daily change

Period performance

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

Adjusted return
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Performance metrics

Period total return

10.61%

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

19.63%

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

22.28%

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

33.91%

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

49.39%

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

78.46%

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.12%

Best day

2.818%

31/03/2026
Worst day

-2.291%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $33.39 $33.45 $33.33 $33.39 14,900
02/06/2026 $33.37 $33.51 $33.33 $33.51 6,500
01/06/2026 $32.74 $33.36 $32.74 $33.29 8,700
29/05/2026 $32.69 $32.86 $32.69 $32.86 20,800
28/05/2026 $32.41 $32.61 $32.32 $32.52 11,300
27/05/2026 $32.45 $32.49 $32.29 $32.30 8,400
26/05/2026 $32.32 $32.41 $32.24 $32.36 8,100
22/05/2026 $31.89 $32.02 $31.89 $31.96 4,600
21/05/2026 $31.10 $31.52 $30.97 $31.51 16,200
20/05/2026 $30.89 $31.25 $30.89 $31.25 6,300