(DEMZ) Democratic Large Cap - Performance 4.6% in 12m
Compare DEMZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
67.74%
#114 in Group
Rel. Strength
51.90%
#3693 in Universe
Total Return 12m
4.57%
#153 in Group
Total Return 5y
74.99%
#115 in Group
12m Total Return: DEMZ (4.6%) vs QQQ (6.9%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
Performance Comparison: DEMZ vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for DEMZ
| Total Return (including Dividends) | DEMZ | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -3.33% | -4.76% | -3.62% |
| 3 Months | -4.14% | -7.22% | -3.76% |
| 12 Months | 4.57% | 6.89% | 8.80% |
| 5 Years | 74.99% | 166.01% | 143.09% |
| Trend Score (consistency of price movement) | DEMZ | QQQ | S&P 500 |
| 1 Month | -23.9% | -32.9% | -17.5% |
| 3 Months | -58.7% | -60.7% | -55.3% |
| 12 Months | 76.4% | 76.4% | 84.8% |
| 5 Years | 74.2% | 77.1% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #32 | 1.50% | 0.30% |
| 3 Month | #46 | 3.31% | -0.40% |
| 12 Month | #138 | -2.16% | -3.89% |
| 5 Years | #75 | -1.16% | -1.72% |
FAQs
Does DEMZ Democratic Large Cap outperforms the market?
No,
over the last 12 months DEMZ made 4.57%, while its related Sector, the Invesco QQQ Trust (QQQ) made 6.89%.
Over the last 3 months DEMZ made -4.14%, while QQQ made -7.22%.
Over the last 3 months DEMZ made -4.14%, while QQQ made -7.22%.
Performance Comparison DEMZ vs Indeces and Sectors
DEMZ vs. Indices DEMZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.39% | 0.29% | -1.97% | -4.23% |
| US NASDAQ 100 | QQQ | 2.08% | 1.43% | -1.21% | -2.32% |
| US Dow Jones Industrial 30 | DIA | -0.67% | -0.62% | -3.0% | -3.29% |
| German DAX 40 | DAX | 0.47% | -0.52% | -19.8% | -17.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.60% | -3.60% | 6.24% | -4.51% |
| Hongkong Hang Seng | HSI | -2.41% | -5.81% | 2.42% | -13.6% |
| India NIFTY 50 | INDA | -0.23% | -10.1% | 8.93% | 4.71% |
| Brasil Bovespa | EWZ | -1.07% | -11.6% | 4.63% | 15.8% |
DEMZ vs. Sectors DEMZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.30% | 0.81% | -9.96% | -14.0% |
| Consumer Discretionary | XLY | 0.98% | 2.29% | -3.14% | -5.72% |
| Consumer Staples | XLP | -6.08% | -1.78% | -2.84% | -6.21% |
| Energy | XLE | -2.96% | -11.2% | -9.07% | 2.49% |
| Financial | XLF | -0.78% | 0.17% | -13.9% | -16.0% |
| Health Care | XLV | -0.80% | 0.47% | 2.96% | 5.13% |
| Industrial | XLI | -0.14% | -1.71% | -0.75% | -2.45% |
| Materials | XLB | -1.88% | -3.02% | 6.65% | 9.64% |
| Real Estate | XLRE | -3.49% | -0.18% | 1.36% | -7.0% |
| Technology | XLK | 2.61% | 1.39% | 2.56% | 4.29% |
| Utilities | XLU | -4.90% | -3.68% | -1.27% | -20.3% |
| Aerospace & Defense | XAR | 2.73% | -3.02% | -5.07% | -12.7% |
| Biotech | XBI | 8.11% | 5.36% | 17.5% | 21.2% |
| Homebuilder | XHB | 0.29% | -1.84% | 18.7% | 15.7% |
| Retail | XRT | -1.19% | -0.68% | 4.80% | 14.0% |