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

ETF | Large Blend |

Last Closing

USD 107.91

Change

+0.23 (+0.21)%

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: 2024-09-23 )

Largest Industry Peers for Large Blend

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

+0.70 (+0.25%)

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

-0.04 (-0.06%)

USD 45.56B
SCHX Schwab U.S. Large-Cap ETF

+0.19 (+0.28%)

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

+0.37 (+0.33%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

+0.19 (+0.39%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.07 (-0.10%)

USD 9.14B
SPLV Invesco S&P 500® Low Volatili..

+0.34 (+0.48%)

USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

+0.16 (+0.28%)

USD 5.32B
SCHK Schwab 1000 ETF

+0.11 (+0.20%)

USD 3.78B
SUSA iShares MSCI USA ESG Select

+0.32 (+0.27%)

USD 3.70B

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 18.52% 45% F 78% C+
Dividend Return 0.51% 15% F 9% A-
Total Return 19.03% 46% F 75% C
Trailing 12 Months  
Capital Gain 31.25% 54% F 79% B-
Dividend Return 1.33% 51% F 18% F
Total Return 32.57% 54% F 77% C+
Trailing 5 Years  
Capital Gain 94.24% 81% B- 85% B
Dividend Return 6.54% 24% F 20% F
Total Return 100.78% 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.