Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)
CHGX is a passive ETF by Change Finance tracking the investment results of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. CHGX launched on Oct 10, 2017 and has a 0.49% expense ratio.
ETF Info
US26922A5609
26922A560
Oct 10, 2017
North America (U.S.)
1x
Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index
Large-Cap
Blend
Expense Ratio
CHGX has an expense ratio of 0.49%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) returned -34.79% year-to-date (YTD) and -28.67% over the past 12 months.
CHGX
-34.79%
4.38%
-37.85%
-28.67%
-3.75%
2.79%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of CHGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.53% | -1.22% | -5.16% | -35.59% | 4.38% | -34.79% | |||||||
| 2024 | 2.72% | 4.53% | 2.85% | -6.47% | 2.82% | 2.50% | 1.64% | 3.23% | 1.45% | -1.32% | 5.80% | -4.69% | 15.29% |
| 2023 | 6.35% | -2.82% | 3.01% | 0.85% | 0.41% | 6.94% | 2.35% | -2.05% | -5.57% | -2.80% | 10.50% | 5.48% | 23.65% |
| 2022 | -8.30% | -4.01% | 1.74% | -8.69% | -0.27% | -8.33% | 9.51% | -4.26% | -9.61% | 9.15% | 6.64% | -5.13% | -21.77% |
| 2021 | -0.95% | 3.62% | 2.31% | 5.50% | 0.09% | 3.52% | 3.34% | 1.83% | -6.24% | 6.06% | -2.12% | 4.39% | 22.72% |
| 2020 | 0.70% | -8.59% | -13.34% | 12.95% | 7.10% | 2.53% | 5.93% | 6.98% | -2.15% | -2.27% | 11.70% | 3.60% | 24.10% |
| 2019 | 9.77% | 5.05% | 0.74% | 4.15% | -6.00% | 7.09% | 1.95% | -2.55% | 1.69% | 0.55% | 4.75% | 2.69% | 33.07% |
| 2018 | 5.95% | -2.69% | -3.16% | 1.87% | -1.08% | 1.10% | 3.87% | 3.11% | 1.15% | -7.54% | 3.46% | -9.54% | -4.64% |
| 2017 | 1.00% | 2.58% | 0.41% | 4.02% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CHGX is 1, meaning it’s performing worse than 99% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Change Finance U.S. Large Cap Fossil Fuel Free ETF provided a 1.33% dividend yield over the last twelve months, with an annual payout of $0.33 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.33 | $0.33 | $0.31 | $0.30 | $0.20 | $0.17 | $0.20 | $0.21 | $0.06 |
Dividend yield | 1.33% | 0.87% | 0.94% | 1.11% | 0.56% | 0.58% | 0.86% | 1.21% | 0.30% |
Monthly Dividends
The table displays the monthly dividend distributions for Change Finance U.S. Large Cap Fossil Fuel Free ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2017 | $0.06 | $0.06 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Change Finance U.S. Large Cap Fossil Fuel Free ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Change Finance U.S. Large Cap Fossil Fuel Free ETF was 47.28%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current Change Finance U.S. Large Cap Fossil Fuel Free ETF drawdown is 38.32%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.28% | Dec 5, 2024 | 84 | Apr 8, 2025 | — | — | — |
| -35.5% | Feb 20, 2020 | 23 | Mar 23, 2020 | 93 | Aug 4, 2020 | 116 |
| -30.26% | Nov 17, 2021 | 229 | Oct 14, 2022 | 325 | Feb 2, 2024 | 554 |
| -18.63% | Sep 24, 2018 | 46 | Dec 24, 2018 | 59 | Mar 21, 2019 | 105 |
| -10.32% | Jan 30, 2018 | 33 | Apr 2, 2018 | 43 | Aug 28, 2018 | 76 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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