Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEMZ (Democratic Large Cap Core ETF) | 8.72% | 25.04% | 22.25% | 12.95% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEMZ (Democratic Large Cap Core ETF) | 11/05/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | 25.04 | 22.25 | 12.95 | NA | NA | NA | … | … | 8.72 | 19.84 | 22.89 | 24.43 | -19.03 | 32.67 | 7.72 |
| Sharpe Ratio | NA | 1.65 | 1.24 | 0.58 | NA | NA | NA | … | … | 1.04 | 0.94 | 1.40 | 1.49 | -0.80 | 2.41 | 5.12 |
| Standard Deviation(%) | NA | 14.08 | 15.33 | 17.79 | NA | NA | NA | … | … | 16.52 | 18.07 | 13.72 | 14.05 | 25.72 | 13.56 | 12.44 |
| Draw Down(%) | NA | 12.29 | 18.69 | 27.17 | NA | NA | NA | … | … | 12.29 | 18.08 | 8.29 | 9.66 | 26.77 | 5.43 | 2.29 |
| Yield(%) | 0.00 | 1.11 | 1.12 | 1.37 | 0.89 | 0.59 | 0.44 | … | … | 0.00 | 1.16 | 0.66 | 1.11 | 0.79 | 3.22 | 0.29 |
Data as of 06/04/2026, Common starting date is 11/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEMZ (Democratic Large Cap Core ETF) |
7.38%
Dec 2021 – Dec 2024 |
11.60%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEMZ (Democratic Large Cap Core ETF) |
24.94%
Sep 2022 – Sep 2025 |
15.58%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart