· Prices AT CLOSE 2026-07-28 (USD) — end-of-day, never a live or intraday quote
Last $32.51Day +0.58%1Y +23.0%Off 52W high −3.6%Vol (1Y) 14.3%
Daily closing price, split-adjusted to the current basis; 3y shown of 2,205 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
CHGX is not in the screener universe.
| YTD+19.6% |
| 1Y+23.0% |
| 3Y+62.2% |
| 5Y+55.6% |
| Since incept. (ann.)+13.4% |
Total return through 2026-07-28 · series begins 2017-10-10. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)14.3% |
| Ann. volatility (3Y)15.3% |
| Sharpe (1Y)1.54 |
| Sharpe (3Y)1.16 |
| Max drawdown (1Y)−8.5% |
| Max drawdown (3Y)−18.0% |
| Beta (3Y vs SPY)1.09 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| PFG Investments, LLC | 425,708 | $11M | — | +0.3% |
| NATURAL INVESTMENTS, LLC | 314,876 | $8M | — | +3.9% |
| STANCE CAPITAL LLC | 266,204 | $7M | — | +2.4% |
| World Investment Advisors | 206,809 | $6M | — | +0.0% |
| Colorado Capital Management, Inc. | 162,346 | $4M | — | new |
| Westfuller Advisors, LLC | 111,747 | $3M | — | +2.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 76,840 | $2M | — | −3.8% |
| Cambridge Investment Research Advisors, Inc. | 72,707 | $2M | — | +6.7% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for CHGX.
