DEMOCRATIC LARGE CAP CORE ETF

Symbol: DEMZ

Exchange: NASDAQ

Sector: Technology

Category: Large Blend

Inception Date: 02/11/2020

Latest Date: 02/04/2026

Current Price: $40.66

Expense Ratio: 0.45%

Assets Under Management
$55.6M
1.82% 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

-4.60%

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

-4.76%

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

-2.57%

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

18.29%

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

25.70%

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

63.44%

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: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.073%

Best Day

7.294%

09/04/2025
Worst Day

-5.541%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
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
27/03/2026 $39.64 $39.65 $39.21 $39.21 2,400
26/03/2026 $40.61 $40.61 $39.82 $39.82 2,200
25/03/2026 $40.69 $40.69 $40.67 $40.67 500
24/03/2026 $40.87 $40.87 $40.57 $40.57 900
23/03/2026 $40.87 $40.87 $40.87 $40.87 300
20/03/2026 $41.00 $41.00 $40.29 $40.44 1,000