DEMOCRATIC LARGE CAP CORE ETF

Symbol: DEMZ

Exchange: NASDAQ

Sector: Technology

Category: Large Blend

Inception Date: 02/11/2020

Latest Date: 17/04/2026

Current Price: $44.22

Expense Ratio: 0.45%

Assets Under Management
$54.3M
0.24% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

8.17%

Volatility

19.70%

Sharpe Ratio

-2.231

VaR 95%

-1.97%

CVaR 95%: -2.06%
Max Drawdown: -8.38%
Sortino Ratio: -4.370
Calmar Ratio: -4.81
Return

2.70%

Volatility

17.48%

Sharpe Ratio

-1.237

VaR 95%

-1.99%

CVaR 95%: -2.15%
Max Drawdown: -12.28%
Sortino Ratio: -2.085
Calmar Ratio: -1.46
Return

4.67%

Volatility

15.82%

Sharpe Ratio

-0.553

VaR 95%

-1.65%

CVaR 95%: -2.14%
Max Drawdown: -12.28%
Sortino Ratio: -0.822
Calmar Ratio: -0.42
Return

37.73%

Volatility

18.17%

Sharpe Ratio

0.811

VaR 95%

-1.64%

CVaR 95%: -2.60%
Max Drawdown: -12.28%
Sortino Ratio: 1.076
Calmar Ratio: 1.50
Return

43.22%

Volatility

16.51%

Sharpe Ratio

0.517

VaR 95%

-1.69%

CVaR 95%: -2.41%
Max Drawdown: -18.69%
Sortino Ratio: 0.685
Calmar Ratio: 0.65
Return

77.05%

Volatility

15.36%

Sharpe Ratio

0.927

VaR 95%

-1.55%

CVaR 95%: -2.20%
Max Drawdown: -18.69%
Sortino Ratio: 1.273
Calmar Ratio: 0.96

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 17/04/2025 - 17/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.135%

Best Day

3.686%

10/04/2026
Worst Day

-2.915%

10/10/2025
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $44.12 $44.22 $44.12 $44.22 800
16/04/2026 $43.60 $43.63 $43.52 $43.63 2,000
15/04/2026 $43.35 $43.47 $43.26 $43.47 3,200
14/04/2026 $42.98 $43.30 $42.98 $43.28 15,100
13/04/2026 $42.01 $42.76 $42.01 $42.76 900
10/04/2026 $42.34 $42.36 $42.16 $42.16 2,600
02/04/2026 $39.94 $40.66 $39.94 $40.66 3,300
01/04/2026 $40.58 $40.74 $40.51 $40.60 2,100
31/03/2026 $39.55 $40.20 $39.55 $40.20 6,800
30/03/2026 $39.22 $39.33 $39.03 $39.03 1,500