DSI:NYE-iShares MSCI KLD 400 Social ETF (USD)

ETF | Large Blend |

Last Closing

USD 108.11

Change

+1.86 (+1.75)%

Market Cap

N/A

Volume

0.14M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-19 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

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SPLG SPDR® Portfolio S&P 500 ETF

+1.13 (+1.71%)

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SCHX Schwab U.S. Large-Cap ETF

+1.13 (+1.70%)

USD 45.04B
GSLC Goldman Sachs ActiveBeta® U.S..

+1.94 (+1.76%)

USD 12.56B
DYNF BlackRock US Equity Factor Rot..

+0.85 (+1.75%)

USD 11.50B
SPTM SPDR® Portfolio S&P 1500 Comp..

+1.16 (+1.69%)

USD 9.00B
SPLV Invesco S&P 500® Low Volatili..

+0.20 (+0.28%)

USD 7.42B
JQUA JPMorgan U.S. Quality Factor E..

+0.69 (+1.24%)

USD 4.91B
SCHK Schwab 1000 ETF

+0.93 (+1.72%)

USD 3.72B
SUSA iShares MSCI USA ESG Select

+2.01 (+1.71%)

USD 3.65B

ETFs Containing DSI

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.74% 46% F 78% C+
Dividend Return 0.51% 18% F 10% F
Total Return 19.25% 44% F 75% C
Trailing 12 Months  
Capital Gain 31.30% 51% F 79% B-
Dividend Return 1.33% 53% F 19% F
Total Return 32.62% 51% F 78% C+
Trailing 5 Years  
Capital Gain 93.62% 85% B 85% B
Dividend Return 7.27% 30% F 23% F
Total Return 100.90% 82% B 84% B
Average Annual (5 Year Horizon)  
Capital Gain 14.29% 81% B- 77% C+
Dividend Return 15.38% 72% C 75% C
Total Return 1.09% 22% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 20.24% 31% F 51% F
Risk Adjusted Return 75.99% 53% F 88% B+
Market Capitalization N/A N/A N/A N/A N/A

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.