Performance analysis of DEMZ (DEMOCRATIC LARGE CAP CORE ETF)
Annual Return
Over the past 3 years, DEMZ has had an average annual return of +20.05%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, DEMZ has had an average annual return of +12.43%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Nov 3, 2020, DEMZ has had an average annual return of +16.52%, underperforming the benchmark SPY, which returned +16.63% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.56% | +19.84% | +22.90% | +24.42% | -19.00% | +32.64% | +11.09% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.10% | -1.80% | -6.00% | +9.62% | +4.21% | +3.96% | -2.11% | +9.56% | |||||
| 2025 | +3.28% | -2.40% | -5.63% | +0.35% | +7.93% | +5.21% | +2.15% | +1.33% | +3.65% | +3.34% | -1.15% | +0.89% | +19.84% |
| 2024 | +3.33% | +6.39% | +2.57% | -5.31% | +5.76% | +3.34% | +0.88% | +2.11% | +1.75% | -2.45% | +6.42% | -3.21% | +22.90% |
| 2023 | +7.63% | -2.46% | +1.80% | -0.24% | -0.17% | +6.83% | +3.42% | -0.93% | -4.97% | -1.66% | +9.90% | +3.98% | +24.42% |
| 2022 | -7.79% | -4.12% | +3.50% | -8.49% | +0.56% | -7.71% | +9.78% | -3.59% | -10.22% | +8.69% | +6.96% | -5.65% | -19.00% |
| 2021 | -2.52% | +5.68% | +4.06% | +6.35% | +1.82% | +2.99% | +1.36% | +4.60% | -4.47% | +3.99% | +1.49% | +3.79% | +32.64% |
| 2020 | +5.83% | +4.97% | +11.09% |
Drawdown analysis of DEMZ (DEMOCRATIC LARGE CAP CORE ETF)
The maximum drawdown for the DEMZ was -27.17%, occurring on Oct 12, 2022. Recovery took 302 trading sessions.
The current DEMZ drawdown is -2.11%.
Since Nov 3, 2020 DEMZ has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.17% | Dec 29, 2021 | 198 | Oct 12, 2022 | 302 | Dec 26, 2023 | 500 |
| -18.69% | Dec 4, 2024 | 84 | Apr 8, 2025 | 43 | Jun 10, 2025 | 127 |
| -12.29% | Jan 27, 2026 | 43 | Mar 30, 2026 | 26 | May 6, 2026 | 69 |
| -8.30% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.34% | Oct 27, 2025 | 18 | Nov 20, 2025 | 30 | Jan 6, 2026 | 48 |
| -6.20% | Mar 21, 2024 | 20 | Apr 19, 2024 | 18 | May 15, 2024 | 38 |
| -5.44% | Sep 8, 2021 | 18 | Oct 4, 2021 | 21 | Nov 2, 2021 | 39 |
| -4.64% | Jan 21, 2021 | 6 | Jan 29, 2021 | 4 | Feb 4, 2021 | 10 |
| -4.42% | Feb 12, 2021 | 13 | Mar 4, 2021 | 9 | Mar 17, 2021 | 22 |
| -4.20% | Nov 19, 2021 | 7 | Dec 1, 2021 | 5 | Dec 8, 2021 | 12 |
| -4.10% | Dec 10, 2021 | 6 | Dec 20, 2021 | 4 | Dec 27, 2021 | 10 |
| -3.97% | Oct 14, 2024 | 13 | Oct 31, 2024 | 5 | Nov 7, 2024 | 18 |
| -3.91% | May 7, 2021 | 3 | May 12, 2021 | 12 | May 28, 2021 | 15 |
| -3.33% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -2.79% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -2.77% | Dec 28, 2023 | 3 | Jan 3, 2024 | 10 | Jan 18, 2024 | 13 |
| -2.76% | Jun 2, 2026 | 6 | Jun 10, 2026 | 2 | Jun 12, 2026 | 8 |
| -2.46% | Jun 15, 2026 | 5 | Jun 23, 2026 | 5 | Jun 30, 2026 | 10 |
| -2.42% | Jun 30, 2026 | 13 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -2.29% | Nov 9, 2020 | 3 | Nov 12, 2020 | 2 | Nov 16, 2020 | 5 |
| -2.24% | Nov 8, 2024 | 5 | Nov 15, 2024 | 4 | Nov 21, 2024 | 9 |
| -2.19% | Aug 13, 2025 | 6 | Aug 21, 2025 | 12 | Sep 9, 2025 | 18 |
| -2.17% | Jan 16, 2026 | 1 | Jan 20, 2026 | 4 | Jan 26, 2026 | 5 |
| -2.03% | Jan 12, 2021 | 3 | Jan 15, 2021 | 3 | Jan 21, 2021 | 6 |
| -1.86% | May 6, 2026 | 9 | May 19, 2026 | 2 | May 21, 2026 | 11 |