Democratic Large-Cap Core (DEMZ)
This is an ETF that trades on NASDAQ and includes a portfolio of S&P 500 companies who, along with their senior executives, have contributed more than 75% to Democratic politicians and political action committees over the last three federal election cycles. After the Democratic screening criteria is applied, the holdings in the portfolio and the weightings are chosen to attempt to mirror the performance and risk of the entire S&P 500.
Measures a portfolio's risk-adjusted performance against that of its benchmarkLearn More
Annual Standard Deviation
Measures how much the portfolio's total return varies from its mean or average.Learn More
A statistical measure of the dispersion of returns for the portfolio.Learn More
The average return (%) for trades that resulted in a positive return.
The average return (%) for trades that resulted in a negative return.
A measure of the volatility of the portfolio compared to the market as a whole.Learn More
CAGR (Compounded Annual Growth Rate), is the historical annualized rate of return for an investment strategy, throughout the backtest period.Learn More
A measurement of portfolio returns beyond the returns of its benchmark compared to the volatility of those returns.Learn More
the maximum observed loss from a peak to a trough of a portfolio, before a new peak is attained.Learn More
The Sharpe Ratio is a measure of historical risk-adjusted return, which quantifies the amount of return that an investor received per unit of risk.Learn More
The total number of trades made by this strategy.
Attempts to measure how successful an investment is in providing compensation to investors for taking on investment risk.Learn More
The percentage of total trades that resulted in a positive return.
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