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

ETF | Large Blend |

Last Closing

USD 107.68

Change

-0.43 (-0.40)%

Market Cap

N/A

Volume

0.06M

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: 2024-09-20 )

Largest Industry Peers for Large Blend

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

-0.59 (-0.21%)

USD 429.85B
SPLG SPDR® Portfolio S&P 500 ETF

-0.13 (-0.19%)

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SCHX Schwab U.S. Large-Cap ETF

-0.13 (-0.19%)

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

-0.23 (-0.20%)

USD 12.56B
DYNF BlackRock US Equity Factor Rot..

-0.13 (-0.26%)

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

-0.13 (-0.19%)

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

N/A

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

-0.06 (-0.11%)

USD 4.91B
SCHK Schwab 1000 ETF

-0.09 (-0.16%)

USD 3.72B
SUSA iShares MSCI USA ESG Select

-0.45 (-0.38%)

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 18.26% 46% F 78% C+
Dividend Return 0.51% 18% F 10% F
Total Return 18.77% 46% F 75% C
Trailing 12 Months  
Capital Gain 31.33% 54% F 80% B-
Dividend Return 1.33% 54% F 19% F
Total Return 32.66% 54% F 78% C+
Trailing 5 Years  
Capital Gain 92.85% 85% B 85% B
Dividend Return 7.27% 29% F 22% F
Total Return 100.13% 80% 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.