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

ETF | Large Blend |

Last Closing

USD 107.68

Change

0.00 (0.00)%

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: 2024-09-21 )

Largest Industry Peers for Large Blend

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% 44% F 78% C+
Dividend Return 0.51% 18% F 10% F
Total Return 18.77% 44% F 75% C
Trailing 12 Months  
Capital Gain 31.33% 53% F 80% B-
Dividend Return 1.33% 53% F 19% F
Total Return 32.66% 53% F 78% C+
Trailing 5 Years  
Capital Gain 92.66% 82% B 85% B
Dividend Return 7.27% 32% F 23% F
Total Return 99.93% 76% C+ 84% B
Average Annual (5 Year Horizon)  
Capital Gain 14.36% 77% C+ 77% C+
Dividend Return 15.44% 70% C- 75% C
Total Return 1.09% 23% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 20.26% 31% F 51% F
Risk Adjusted Return 76.22% 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.