Financial Services
Live Price
Offline$27.80
+0.29% today
1Y Change
+6.31%
Window
Jun 30, 2025 → Jun 23, 2026
Coverage: 246 bars · Jun 30, 2025 → Jun 23, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Baird Chautauqua Global Growth Fund Institutional Class (CCGIX) is a Financial Services stock with a market cap of $410.00M and listed on NASDAQ. The stock last traded around $27.80 and up 6.3% across the available one-year price window (Jun 30, 2025 → Jun 23, 2026). Baseline metrics include revenue growth of 0.0%, EPS growth of 0.0%, a dividend yield of 0.0%. What stands out right now is revenue 0.0%, EPS 0.0%, free cash flow 0.0% with operating margin 0.0% and ROIC 0.0%. Stock Foundry combines CCGIX price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
CCGIX is 12.42 pts behind over the shared 1Y window.
CCGIX had 7.79 pts deeper max drawdown than SPY.
CCGIX beat SPY in 0 of 2 calendar years shown and trailed in 2.
CCGIX
+6.31%
Normalized return
SPY
+18.73%
S&P 500
Excess Return
-12.42 pts
Relative to SPY
CCGIX Max Drawdown
-16.92%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for CCGIX and SPY.
| Year | CCGIX | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | -3.22% | +6.71% | -9.93 pts | SPY |
| 2025 | +8.51% | +11.19% | -2.68 pts | SPY |
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
No active yield
Trailing 12M Payout
$0.90
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Dec 29, 2025 | Dec 26, 2025 | Dec 30, 2025 | $0.09 | $0.09 | Monthly |
| Dec 15, 2025 | Dec 12, 2025 | Dec 16, 2025 | $0.81 | $0.81 | Annual |
| Dec 27, 2024 | Dec 26, 2024 | Dec 30, 2024 | $0.07 | $0.07 | Semi-Annual |
| Dec 16, 2024 | Dec 13, 2024 | Dec 17, 2024 | $0.36 | $0.36 | Annual |
| Dec 28, 2023 | Dec 27, 2023 | Dec 29, 2023 | $0.09 | $0.09 | Annual |
| Dec 15, 2022 | Dec 14, 2022 | Dec 16, 2022 | $0.02 | $0.02 | Annual |
| Dec 28, 2021 | Dec 27, 2021 | Dec 29, 2021 | $0.08 | $0.08 | Annual |
| Dec 28, 2020 | Dec 24, 2020 | Dec 29, 2020 | $0.09 | $0.09 | Annual |
| Dec 26, 2019 | Dec 24, 2019 | Dec 27, 2019 | $0.17 | $0.17 | Irregular |
| Dec 17, 2019 | Dec 16, 2019 | Dec 18, 2019 | $0.06 | $0.06 | Annual |
| Dec 26, 2018 | Dec 24, 2018 | Dec 27, 2018 | $0.16 | $0.16 | Annual |
| Dec 26, 2017 | Dec 22, 2017 | Dec 27, 2017 | $0.47 | $0.47 | Annual |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.