(CHGX) Change Finance - Performance 1.7% in 12m
Compare CHGX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
74.57%
#104 in Group
Rel. Strength
47.08%
#4063 in Universe
Total Return 12m
1.65%
#176 in Group
Total Return 5y
114.97%
#90 in Group
12m Total Return: CHGX (1.7%) vs SPY (8.8%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
Performance Comparison: CHGX vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for CHGX
| Total Return (including Dividends) | CHGX | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.19% | -3.62% | -3.62% |
| 3 Months | -2.85% | -3.76% | -3.76% |
| 12 Months | 1.65% | 8.80% | 8.80% |
| 5 Years | 114.97% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | CHGX | SPY | S&P 500 |
| 1 Month | -35.4% | -17.5% | -17.5% |
| 3 Months | -49.1% | -55.3% | -55.3% |
| 12 Months | 78.4% | 84.8% | 84.8% |
| 5 Years | 71.0% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #168 | -0.60% | -0.60% |
| 3 Month | #85 | 0.94% | 0.94% |
| 12 Month | #181 | -6.57% | -6.57% |
| 5 Years | #164 | -11.6% | -11.6% |
FAQs
Does CHGX Change Finance outperforms the market?
No,
over the last 12 months CHGX made 1.65%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months CHGX made -2.85%, while SPY made -3.76%.
Over the last 3 months CHGX made -2.85%, while SPY made -3.76%.
Performance Comparison CHGX vs Indeces and Sectors
CHGX vs. Indices CHGX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.23% | -0.57% | -1.95% | -7.15% |
| US NASDAQ 100 | QQQ | 1.92% | 0.57% | -1.19% | -5.24% |
| US Dow Jones Industrial 30 | DIA | -0.83% | -1.48% | -2.98% | -6.21% |
| German DAX 40 | DAX | 0.31% | -1.38% | -19.7% | -20.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.76% | -4.46% | 6.26% | -7.43% |
| Hongkong Hang Seng | HSI | -2.57% | -6.67% | 2.44% | -16.5% |
| India NIFTY 50 | INDA | -0.39% | -11.0% | 8.95% | 1.79% |
| Brasil Bovespa | EWZ | -1.23% | -12.5% | 4.65% | 12.9% |
CHGX vs. Sectors CHGX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.14% | -0.05% | -9.94% | -17.0% |
| Consumer Discretionary | XLY | 0.82% | 1.43% | -3.12% | -8.64% |
| Consumer Staples | XLP | -6.24% | -2.64% | -2.82% | -9.13% |
| Energy | XLE | -3.12% | -12.1% | -9.05% | -0.43% |
| Financial | XLF | -0.94% | -0.69% | -13.9% | -19.0% |
| Health Care | XLV | -0.96% | -0.39% | 2.98% | 2.21% |
| Industrial | XLI | -0.30% | -2.57% | -0.73% | -5.37% |
| Materials | XLB | -2.04% | -3.88% | 6.67% | 6.72% |
| Real Estate | XLRE | -3.65% | -1.04% | 1.38% | -9.92% |
| Technology | XLK | 2.45% | 0.53% | 2.58% | 1.37% |
| Utilities | XLU | -5.06% | -4.54% | -1.25% | -23.2% |
| Aerospace & Defense | XAR | 2.57% | -3.88% | -5.05% | -15.6% |
| Biotech | XBI | 7.95% | 4.50% | 17.5% | 18.2% |
| Homebuilder | XHB | 0.13% | -2.70% | 18.8% | 12.8% |
| Retail | XRT | -1.35% | -1.54% | 4.82% | 11.1% |