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

ETF | Large Blend |

Last Closing

USD 108.7

Change

+0.68 (+0.63)%

Market Cap

N/A

Volume

0.09M

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: 2024-09-26 )

Largest Industry Peers for Large Blend

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

+1.26 (+0.45%)

USD 439.91B
SCHX Schwab U.S. Large-Cap ETF

+0.28 (+0.42%)

USD 45.97B
SPLG SPDR® Portfolio S&P 500 ETF

+0.27 (+0.40%)

USD 45.56B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.53 (+0.47%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

+0.03 (+0.06%)

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

+0.35 (+0.50%)

USD 9.14B
FTCS First Trust Capital Strength E..

+0.02 (+0.02%)

USD 9.02B
SPLV Invesco S&P 500® Low Volatili..

+0.19 (+0.27%)

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

+0.40 (+0.71%)

USD 5.32B
VONE Vanguard Russell 1000 Index Fu..

-0.04 (-0.02%)

USD 5.13B

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 19.38% 51% F 79% B-
Dividend Return 0.89% 32% F 18% F
Total Return 20.27% 51% F 76% C+
Trailing 12 Months  
Capital Gain 33.34% 65% D 80% B-
Dividend Return 1.38% 36% F 19% F
Total Return 34.72% 65% D 78% C+
Trailing 5 Years  
Capital Gain 96.90% 85% B 85% B
Dividend Return 7.21% 29% F 23% F
Total Return 104.11% 79% B- 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.