- Issuer
- Red Gate Advisers LLC
- Inception Date
- Mar 16, 2021
- Region
- North America (U.S.)
- Category
- Large Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $97M
Share Price Chart
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Performance
STNC Performance Chart
Stance Equity ESG Large Cap Core ETF (STNC) is up 9.6% since the beginning of the year. STNC is currently trading at $36 per share. Investors who bought $1,000 worth of STNC shares 5 years ago would now be looking at an investment worth $1,450.
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Returns By Period
Stance Equity ESG Large Cap Core ETF (STNC) has returned 9.57% so far this year and 20.51% over the past 12 months.
Stance Equity ESG Large Cap Core ETF
- 1D
- 0.53%
- 1M
- 3.49%
- YTD
- 9.57%
- 6M
- 11.33%
- 1Y
- 20.51%
- 3Y*
- 12.63%
- 5Y*
- 7.71%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
STNC Monthly Returns History
Based on dividend-adjusted daily data since Mar 16, 2021, STNC's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, an investment would double in approximately 7.9 years.
Historically, 63% of months were positive and 38% were negative. The best month was Nov 2023 with a return of +11.1%, while the worst month was Jan 2022 at -7.0%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.
On a daily basis, STNC closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +7.2%, while the worst single day was Apr 4, 2025 at -5.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.28% | 4.40% | -5.86% | 4.83% | 1.53% | 0.46% | 9.57% | ||||||
| 2025 | 3.52% | 0.20% | -5.24% | -2.30% | 4.02% | 1.86% | 1.43% | 5.14% | -0.76% | 0.37% | 1.41% | 0.67% | 10.33% |
| 2024 | -0.02% | 4.25% | 3.29% | -4.34% | 0.30% | 1.27% | 2.01% | 1.33% | 3.02% | -1.80% | 5.61% | -5.71% | 8.92% |
| 2023 | 4.69% | -1.68% | 1.90% | 0.98% | -5.85% | 6.99% | 0.61% | -1.30% | -5.66% | -4.96% | 11.06% | 5.66% | 11.49% |
| 2022 | -7.02% | -4.36% | 3.45% | -4.52% | -1.38% | -5.76% | 8.22% | -3.74% | -5.69% | 9.52% | 4.51% | -5.32% | -13.10% |
| 2021 | -1.55% | 3.27% | 1.38% | 3.52% | 1.61% | 3.36% | -6.07% | 6.26% | -1.23% | 6.62% | 17.77% |
Benchmark Metrics
Stance Equity ESG Large Cap Core ETF has an annualized alpha of -2.17%, beta of 0.81, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since March 17, 2021.
- This ETF participated in 93.08% of S&P 500 Index downside but only 75.56% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -2.17% versus S&P 500 Index - delivering less than market exposure alone would predict.
- Alpha
- -2.17%
- Beta
- 0.81
- R²
- 0.78
- Upside Capture
- 75.56%
- Downside Capture
- 93.08%
Expense Ratio
STNC has an expense ratio of 0.85%, placing it in the medium range.
Return for Risk
Risk / Return Rank
STNC ranks 47 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Stance Equity ESG Large Cap Core ETF (STNC) and compare them to S&P 500 Index.
| STNC | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.72 | ||
| Sortino ratioReturn per unit of downside risk | -0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.41 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | 2.93 | -0.38 |
| Martin ratioReturn relative to average drawdown | 8.78 | 13.52 | -4.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Stance Equity ESG Large Cap Core ETF provided a 0.93% dividend yield over the last twelve months, with an annual payout of $0.34 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $0.34 | $0.34 | $0.29 | $0.02 | $0.15 | $0.12 |
Dividend yield | 0.93% | 1.02% | 0.96% | 0.08% | 0.58% | 0.41% |
Monthly Dividends
The table displays the monthly dividend distributions for Stance Equity ESG Large Cap Core 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2021 | $0.12 | $0.12 |
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 Stance Equity ESG Large Cap Core 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 Stance Equity ESG Large Cap Core ETF was 22.33%, occurring on Jun 16, 2022. Recovery took 422 trading sessions.
The current Stance Equity ESG Large Cap Core ETF drawdown is 1.08%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -22.33%Jun 2022 | 5mo 18d | 1y 8mo | 2y 1moDec 2021 - Feb 2024 |
2025 selloff2025 | -17.90%Apr 2025 | 4mo 7d | 4mo 6d | 8mo 13dDec 2024 - Aug 2025 |
2026 pullback2026 | -8.09%Mar 2026 | 28d | 18d | 1mo 16dMar 2026 - Apr 2026 |
2024 pullback2024 | -7.12%Aug 2024 | 21d | 1mo 13d | 2mo 4dJul 2024 - Sep 2024 |
2021 pullback2021 | -6.80%Oct 2021 | 1mo 1d | 1mo | 2mo 1dSep 2021 - Nov 2021 |
Drawdown Indicators
| STNC | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.33% | -56.78% | +34.45% |
Max Drawdown (1Y)Largest decline over 1 year | -8.09% | -9.10% | +1.01% |
Max Drawdown (3Y)Largest decline over 3 years | -17.90% | -18.90% | +1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -22.33% | -25.43% | +3.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.08% | -0.74% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -5.92% | -10.72% | +4.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 1.97% | +0.37% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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