Performance analysis of CHGX (STANCE SUSTAINABLE BETA ETF)
Annual Return
Over the past 3 years, CHGX has had an average annual return of +17.43%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, CHGX has had an average annual return of +9.35%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Oct 10, 2017, CHGX has had an average annual return of +13.17%, underperforming the benchmark SPY, which returned +14.82% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +19.16% | +12.13% | +15.16% | +23.65% | -21.77% | +22.71% | +24.11% | +33.08% | -5.78% | +4.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.05% | +1.75% | -5.92% | +12.10% | +9.30% | +1.06% | -2.44% | +19.16% | |||||
| 2025 | +3.53% | -1.22% | -5.16% | +0.19% | +4.39% | +5.29% | +0.33% | +1.97% | +2.38% | +1.54% | -1.78% | +0.52% | +12.13% |
| 2024 | +2.71% | +4.53% | +2.85% | -6.47% | +2.81% | +2.50% | +1.64% | +3.24% | +1.45% | -1.33% | +5.80% | -4.80% | +15.16% |
| 2023 | +6.35% | -2.82% | +3.01% | +0.86% | +0.41% | +6.93% | +2.35% | -2.05% | -5.57% | -2.80% | +10.50% | +5.48% | +23.65% |
| 2022 | -8.30% | -4.02% | +1.74% | -8.68% | -0.28% | -8.33% | +9.51% | -4.26% | -9.61% | +9.15% | +6.64% | -5.12% | -21.77% |
| 2021 | -0.95% | +3.62% | +2.30% | +5.50% | +0.09% | +3.52% | +3.34% | +1.83% | -6.24% | +6.06% | -2.12% | +4.38% | +22.71% |
| 2020 | +0.70% | -8.59% | -13.34% | +12.95% | +7.10% | +2.54% | +5.93% | +6.98% | -2.15% | -2.27% | +11.71% | +3.61% | +24.11% |
| 2019 | +9.77% | +5.04% | +0.74% | +4.14% | -6.00% | +7.09% | +1.96% | -2.55% | +1.68% | +0.55% | +4.75% | +2.69% | +33.08% |
| 2018 | +5.96% | -2.70% | -3.16% | +1.87% | -1.07% | +1.10% | +3.86% | +3.11% | +1.15% | -7.53% | +3.46% | -10.63% | -5.78% |
| 2017 | +1% | +2.57% | +0.69% | +4.32% |
Drawdown analysis of CHGX (STANCE SUSTAINABLE BETA ETF)
The maximum drawdown for the CHGX was -35.50%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.
The current CHGX drawdown is -3.33%.
Since Oct 10, 2017 CHGX has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.50% | Feb 19, 2020 | 23 | Mar 23, 2020 | 93 | Aug 4, 2020 | 116 |
| -30.26% | Nov 16, 2021 | 229 | Oct 14, 2022 | 326 | Feb 2, 2024 | 555 |
| -18.63% | Sep 21, 2018 | 64 | Dec 24, 2018 | 66 | Apr 1, 2019 | 130 |
| -18.09% | Dec 4, 2024 | 84 | Apr 8, 2025 | 55 | Jun 27, 2025 | 139 |
| -10.31% | Jan 29, 2018 | 43 | Apr 2, 2018 | 104 | Aug 28, 2018 | 147 |
| -8.50% | Feb 27, 2026 | 21 | Mar 30, 2026 | 10 | Apr 14, 2026 | 31 |
| -8.13% | Sep 2, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -7.70% | Oct 12, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
| -7.50% | Oct 27, 2025 | 18 | Nov 20, 2025 | 30 | Jan 6, 2026 | 48 |
| -7.39% | Jul 16, 2024 | 14 | Aug 5, 2024 | 12 | Aug 21, 2024 | 26 |
| -7.18% | Mar 28, 2024 | 15 | Apr 19, 2024 | 57 | Jul 12, 2024 | 72 |
| -7.04% | May 6, 2019 | 19 | Jun 3, 2019 | 13 | Jun 20, 2019 | 32 |
| -7.00% | Sep 3, 2021 | 20 | Oct 4, 2021 | 22 | Nov 3, 2021 | 42 |
| -7.00% | Jul 26, 2019 | 20 | Aug 23, 2019 | 59 | Nov 15, 2019 | 79 |
| -5.92% | Feb 12, 2021 | 13 | Mar 4, 2021 | 20 | Apr 1, 2021 | 33 |
| -5.44% | Nov 17, 2020 | 1 | Nov 18, 2020 | 20 | Dec 17, 2020 | 21 |
| -4.97% | Apr 27, 2021 | 11 | May 12, 2021 | 21 | Jun 11, 2021 | 32 |
| -4.78% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -4.56% | Jan 20, 2021 | 5 | Jan 27, 2021 | 6 | Feb 4, 2021 | 11 |
| -3.95% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.31% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -3.26% | Feb 2, 2026 | 3 | Feb 5, 2026 | 15 | Feb 27, 2026 | 18 |
| -3.13% | Jul 12, 2021 | 5 | Jul 19, 2021 | 3 | Jul 22, 2021 | 8 |
| -2.87% | Jan 22, 2020 | 7 | Jan 31, 2020 | 3 | Feb 5, 2020 | 10 |
| -2.78% | Jul 25, 2025 | 5 | Aug 1, 2025 | 8 | Aug 13, 2025 | 13 |