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

ETF | Large Blend |

Last Closing

USD 109.6

Change

+1.32 (+1.22)%

Market Cap

N/A

Volume

0.08M

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: 2024-11-05 )

Largest Industry Peers for Large Blend

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

+3.58 (+1.27%)

USD 443.55B
SCHX Schwab U.S. Large-Cap ETF

+0.29 (+1.29%)

USD 50.00B
SPLG SPDR® Portfolio S&P 500 ETF

+0.80 (+1.19%)

USD 48.51B
GSLC Goldman Sachs ActiveBeta® U.S..

+1.44 (+1.28%)

USD 13.15B
DYNF BlackRock US Equity Factor Rot..

+0.64 (+1.29%)

USD 12.68B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.88 (+1.26%)

USD 9.18B
SPLV Invesco S&P 500® Low Volatili..

+0.64 (+0.90%)

USD 7.49B
JQUA JPMorgan U.S. Quality Factor E..

+0.63 (+1.12%)

USD 5.05B
SCHK Schwab 1000 ETF

+0.33 (+1.20%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

+1.41 (+1.19%)

USD 3.66B

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 -39.81% 17% F 13% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -39.81% 17% F 14% F
Trailing 12 Months  
Capital Gain -33.86% 18% F 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -33.86% 18% F 13% F
Trailing 5 Years  
Capital Gain -4.46% 21% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.46% 21% F 48% F
Average Annual (5 Year Horizon)  
Capital Gain 13.53% 61% D- 74% C
Dividend Return 14.61% 61% D- 72% C
Total Return 1.08% 22% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 21.36% 28% F 50% F
Risk Adjusted Return 68.41% 40% F 83% 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.