DEMZ:NSD-Democratic Large Cap Core ETF (USD)

ETF | Others |

Last Closing

USD 36.57

Change

-0.01 (-0.03)%

Market Cap

USD 0.04B

Volume

3.20K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index is a subset of the S&P 500® Index designed to provide exposure to large capitalization companies that make political contributions to Democratic Party candidates and political action committees above a certain threshold. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of companies included in the index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-13 )

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Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 24.39% 84% B 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.39% 84% B 76% C+
Trailing 12 Months  
Capital Gain 30.33% 80% B- 72% C
Dividend Return 0.94% 17% F 12% F
Total Return 31.27% 79% B- 71% C-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 7.23% 77% C+ 58% F
Dividend Return 7.73% 78% C+ 56% F
Total Return 0.50% 32% F 15% F
Risk Return Profile  
Volatility (Standard Deviation) 16.04% 37% F 82% B
Risk Adjusted Return 48.17% 66% D+ 77% C+
Market Capitalization 0.04B 54% F 25% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.