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Democratic Large Cap Core ETF (DEMZ)

ETF · Currency in USD · Last updated Mar 18, 2023

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

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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.

DEMZ (Democratic Large Cap Core ETF)
Benchmark (^GSPC)

S&P 500

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Democratic Large Cap Core ETF

Popular comparisons: DEMZ vs. SPY, DEMZ vs. VOO, DEMZ vs. VTI


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%.

1 month-6.71%-5.31%
6 months1.10%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


Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Democratic Large Cap Core ETF Sharpe ratio is -0.25. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.

DEMZ (Democratic Large Cap Core ETF)
Benchmark (^GSPC)

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.


Dividend yield


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.


Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.

DEMZ (Democratic Large Cap Core ETF)
Benchmark (^GSPC)

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.



To Bottom


To Recover



-27.17%Dec 30, 2021198Oct 12, 2022
-5.44%Sep 9, 202118Oct 4, 202121Nov 2, 202139
-4.64%Jan 22, 20216Jan 29, 20214Feb 4, 202110
-4.42%Feb 16, 202113Mar 4, 20219Mar 17, 202122
-4.2%Nov 22, 20217Dec 1, 20215Dec 8, 202112
-4.1%Dec 13, 20216Dec 20, 20214Dec 27, 202110
-3.91%May 10, 20213May 12, 202112May 28, 202115
-2.79%Jul 13, 20215Jul 19, 20214Jul 23, 20219
-2.29%Nov 10, 20203Nov 12, 20202Nov 16, 20205
-2.03%Jan 13, 20213Jan 15, 20213Jan 21, 20216

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.

DEMZ (Democratic Large Cap Core ETF)
Benchmark (^GSPC)