Democratic Large Cap Core ETF (DEMZ)
DEMZ is a passive ETF by Reflection Asset Management, LLC tracking the investment results of the Democratic Large Cap Core Index. DEMZ launched on Nov 2, 2020 and has a 0.45% expense ratio.
Share Price Chart
Loading data...
Performance
The chart shows the growth of $10,000 invested in Democratic Large Cap Core ETF in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $12,115 for a total return of roughly 21.15%. All prices are adjusted for splits and dividends.
Compare to other instruments
Popular comparisons: DEMZ vs. SPY, DEMZ vs. VOO, DEMZ vs. VTI
Return
Democratic Large Cap Core ETF had a return of 1.51% year-to-date (YTD) and -6.19% in the last 12 months. Over the past 10 years, Democratic Large Cap Core ETF had an annualized return of 8.46%, outperforming the S&P 500 benchmark which had an annualized return of 6.58%.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -6.71% | -5.31% |
| Year-To-Date | 1.51% | 2.01% |
| 6 months | 1.10% | 0.39% |
| 1 year | -6.19% | -10.12% |
| 5 years (annualized) | 8.46% | 6.58% |
| 10 years (annualized) | 8.46% | 6.58% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 7.63% | -2.46% | ||||||||||
| 2022 | -10.22% | 8.70% | 6.96% | -5.67% |
Dividend History
Democratic Large Cap Core ETF granted a 0.96% dividend yield in the last twelve months. The annual payout for that period amounted to $0.23 per share.
| Period | TTM | 2022 | 2021 | 2020 |
|---|---|---|---|---|
| Dividend | $0.23 | $0.23 | $0.73 | $0.06 |
Dividend yield | 0.96% | 0.98% | 2.48% | 0.28% |
Monthly Dividends
The table displays the monthly dividend distributions for Democratic 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | ||||||||||
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 |
| 2020 | $0.06 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Democratic Large Cap Core ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Democratic Large Cap Core ETF is 27.17%, recorded on Oct 12, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.17% | Dec 30, 2021 | 198 | Oct 12, 2022 | — | — | — |
| -5.44% | Sep 9, 2021 | 18 | Oct 4, 2021 | 21 | Nov 2, 2021 | 39 |
| -4.64% | Jan 22, 2021 | 6 | Jan 29, 2021 | 4 | Feb 4, 2021 | 10 |
| -4.42% | Feb 16, 2021 | 13 | Mar 4, 2021 | 9 | Mar 17, 2021 | 22 |
| -4.2% | Nov 22, 2021 | 7 | Dec 1, 2021 | 5 | Dec 8, 2021 | 12 |
| -4.1% | Dec 13, 2021 | 6 | Dec 20, 2021 | 4 | Dec 27, 2021 | 10 |
| -3.91% | May 10, 2021 | 3 | May 12, 2021 | 12 | May 28, 2021 | 15 |
| -2.79% | Jul 13, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -2.29% | Nov 10, 2020 | 3 | Nov 12, 2020 | 2 | Nov 16, 2020 | 5 |
| -2.03% | Jan 13, 2021 | 3 | Jan 15, 2021 | 3 | Jan 21, 2021 | 6 |
Volatility Chart
Current Democratic Large Cap Core ETF volatility is 24.06%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.