CIK vs CHGX

Comparison between Credit Suisse Asset Management Income Fund Inc (CIK, ETF) and STANCE SUSTAINABLE BETA ETF (CHGX, ETF).

5-Year PerformanceCHGX has outperformed CIK, delivering a return of +10.4% compared to +1.9%

CIK vs CHGX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CIK(ETF)	CHGX(ETF)
Net Assets	$150M	$151M
Expense Ratio	N/A	0.49%
Max Drawdown	74.29%	35.49%
Sharpe Ratio	-0.80	1.65
5Y Beta	0.40	0.92
P/E Ratio	N/A	30.23
Forward P/E	N/A	21.20
PEG Ratio	N/A	0.43
5Y Dividends CAGR	1.09%	23.24%
5Y EPS CAGR	N/A	19.79%
Debt to Equity	N/A	12.83%
P/S Ratio	N/A	3.06
P/B Ratio	N/A	5.85

Net Assets

CIK

$150M

Winner

CHGX

$151M

Expense Ratio

CIK

N/A

CHGX

0.49%

Max Drawdown

CIK

74.29%

Winner

CHGX

35.49%

Sharpe Ratio

CIK

-0.80

Winner

CHGX

1.65

5Y Beta

Winner

CIK

0.40

CHGX

0.92

P/E Ratio

CIK

N/A

CHGX

30.23

Forward P/E

CIK

N/A

CHGX

21.20

PEG Ratio

CIK

N/A

CHGX

0.43

5Y Dividends CAGR

CIK

1.09%

Winner

CHGX

23.24%

5Y EPS CAGR

CIK

N/A

CHGX

19.79%

Debt to Equity

CIK

N/A

CHGX

12.83%

P/S Ratio

CIK

N/A

CHGX

3.06

P/B Ratio

CIK

N/A

CHGX

5.85

CIK vs CHGX - Historical Returns

Returns include dividend reinvestment.

Period	CIK	CHGX
1 month	-3.51%	+5.70%
3 months	-4.61%	+15.65%
6 months	-8.53%	+17.52%
1 year	-5.88%	+29.17%
5 years(CAGR)	+1.90%	+10.40%
10 years(CAGR)	+7.27%	+13.35%
Max(CAGR)	+5.93%	+13.35%

CIK

-3.51%

Winner

CHGX

+5.70%

CIK

-4.61%

Winner

CHGX

+15.65%

CIK

-8.53%

Winner

CHGX

+17.52%

CIK

-5.88%

Winner

CHGX

+29.17%

5Y(CAGR)

CIK

+1.90%

Winner

CHGX

+10.40%

10Y(CAGR)

CIK

+7.27%

Winner

CHGX

+13.35%

Max(CAGR)

CIK

+5.93%

Winner

CHGX

+13.35%

CIK vs CHGX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CIK	CHGX
2026	-10.06%	+18.36%
2025	+7.14%	+12.25%
2024	+5.40%	+16.10%
2023	+35.36%	+23.60%
2022	-20.82%	-21.70%
2021	+19.34%	+24.27%
2020	+6.85%	+23.84%
2019	+25.89%	+32.61%
2018	-8.39%	-6.59%
2017	+13.04%	+4.32%
2016	+23.48%	N/A
2015	-7.33%	N/A
2014	-0.10%	N/A
2013	-6.22%	N/A
2012	+19.19%	N/A
2011	+12.25%	N/A
2010	+15.26%	N/A
2009	+58.36%	N/A
2008	-24.93%	N/A
2007	-10.40%	N/A
2006	+27.13%	N/A
2005	-9.37%	N/A
2004	+7.88%	N/A
2003	+26.34%	N/A
2002	-14.24%	N/A
2001	+0.33%	N/A
2000	-3.89%	N/A
1999	-3.96%	N/A

CIK vs CHGX Drawdown Comparison

The maximum drawdown for CIK was -54.28%, occurring on Nov 20, 2008. Recovery took 656 trading sessions.

The maximum drawdown for CHGX was -35.49%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.

The current CIK drawdown is -13.81%. The current CHGX drawdown is -3.56%.

Rank	CIK	CHGX
#1	-54.28% May 16, 2007 - Dec 21, 2009	-35.49% Feb 19, 2020 - Aug 4, 2020
#2	-39.09% Feb 18, 2020 - Dec 16, 2020	-30.26% Nov 16, 2021 - Feb 2, 2024
#3	-36.18% Jan 15, 2002 - May 31, 2005	-18.63% Sep 21, 2018 - Apr 1, 2019
#4	-26.94% Jan 29, 2001 - Jan 15, 2002	-18.09% Dec 4, 2024 - Jun 27, 2025
#5	-26.22% Jan 3, 2022 - Jun 26, 2023	-10.31% Jan 29, 2018 - Aug 28, 2018
#6	-24.22% May 3, 2013 - Dec 12, 2016	-8.50% Feb 27, 2026 - Apr 14, 2026
#7	-21.26% Jul 13, 2005 - Sep 28, 2006	-8.13% Sep 2, 2020 - Oct 12, 2020
#8	-20.19% Aug 18, 2000 - Jan 26, 2001	-7.70% Oct 12, 2020 - Nov 5, 2020
#9	-17.34% May 27, 2011 - Jan 27, 2012	-7.50% Oct 27, 2025 - Jan 6, 2026
#10	-15.65% Jul 25, 2023 - Dec 8, 2023	-7.39% Jul 16, 2024 - Aug 21, 2024
#11	-15.49% Oct 7, 2025 - Mar 30, 2026	-7.18% Mar 28, 2024 - Jul 12, 2024
#12	-15.16% Oct 3, 2018 - Mar 20, 2019	-7.04% May 6, 2019 - Jun 20, 2019
#13	-14.29% May 3, 2010 - Jul 29, 2010	-7.01% Sep 3, 2021 - Nov 3, 2021
#14	-12.39% Feb 2, 2000 - Jul 17, 2000	-7.00% Jul 26, 2019 - Nov 15, 2019
#15	-11.87% Nov 2, 2012 - Jan 2, 2013	-5.92% Feb 12, 2021 - Apr 1, 2021

Correlation

Correlation between CIK and CHGX is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2000 - 2026)

CIK vs CHGX dividend yield comparison.

Year	CIK	CHGX
2026	4.27%	0.00%
2025	9.54%	0.67%
2024	9.34%	0.76%
2023	8.63%	0.94%
2022	10.71%	1.11%
2021	7.87%	0.56%
2020	8.57%	0.58%
2019	8.39%	0.86%
2018	9.64%	0.00%
2017	7.98%	0.59%
2016	8.35%	0.00%
2015	9.50%	0.00%
2014	8.39%	0.00%
2013	8.34%	0.00%
2012	7.89%	0.00%
2011	7.99%	0.00%
2010	9.82%	0.00%
2009	9.40%	0.00%
2008	18.80%	0.00%
2007	9.22%	0.00%
2006	9.13%	0.00%
2005	10.76%	0.00%
2004	9.44%	0.00%
2003	10.00%	0.00%
2002	18.04%	0.00%
2001	14.46%	0.00%
2000	5.45%	0.00%