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CHGX · Stance Sustainable Beta ETF

Over the last 9 years (2017-11 to 2026-10), $10,000 invested in CHGX with dividends reinvested grew to $30,845, 13.33% a year, with a worst peak-to-trough fall of -29.16%. Past performance doesn't predict future results.

Growth of $10,000 · 2017-11 to 2026-10 · dividends reinvested

CAGR (annualized return)
13.33%
Volatility (annualized)
17.55%
Worst drawdown
-29.16%
Sharpe ratio
0.65

How CHGX held up in past market crashes

CHGX has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 35.5% in the 2020 COVID crash, when the S&P 500 fell 34.1%. It took 4 months from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of CHGX in each market crash, next to the S&P 500
CrashCHGX deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2018 fourth-quarter selloff-18.6%-20.2%Sep 2018 to Dec 20183 months
2020 COVID crash-35.5%-34.1%Feb 2020 to Mar 20204 months
2022 bear market-29.6%-25.4%Jan 2022 to Oct 202216 months

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About CHGX

Stance Sustainable Beta ETF is an exchange-traded fund designed to provide diversified exposure to U.S. large-cap equities through an ESG-focused framework. The fund seeks to track the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index, which screens companies using environmental, social, and governance criteria while excluding fossil fuel-related activities. Its portfolio is built as an equal-weighted basket of roughly 100 U.S.-listed large- and mid-cap companies, giving the fund broad representation across major sectors and reducing concentration in any single holding. Stance Sustainable Beta ETF is used by investors seeking a passive core equity allocation that aligns with sustainability principles and emphasizes companies with stronger ESG profiles. The fund focuses on current U.S. equity market exposure and serves as a vehicle for incorporating fossil-fuel-free and socially conscious investment objectives into a diversified stock portfolio.

Put CHGX to the test

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Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.