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

ETF | Large Blend |

Last Closing

USD 114.06

Change

-0.14 (-0.12)%

Market Cap

N/A

Volume

0.11M

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: 2024-11-13 )

Largest Industry Peers for Large Blend

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

-0.14 (-0.05%)

USD 443.32B
SCHX Schwab U.S. Large-Cap ETF

+0.01 (+0.04%)

USD 50.15B
SPLG SPDR® Portfolio S&P 500 ETF

+0.03 (+0.04%)

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

+0.03 (+0.03%)

USD 13.67B
DYNF BlackRock US Equity Factor Rot..

+0.02 (+0.04%)

USD 13.25B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.03 (-0.04%)

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

+0.12 (+0.16%)

USD 7.58B
JQUA JPMorgan U.S. Quality Factor E..

-0.02 (-0.03%)

USD 5.05B
SCHK Schwab 1000 ETF

-0.01 (-0.03%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

+0.11 (+0.09%)

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 25.27% 61% D- 80% B-
Dividend Return 0.89% 23% F 14% F
Total Return 26.16% 61% D- 79% B-
Trailing 12 Months  
Capital Gain 33.25% 71% C- 79% B-
Dividend Return 1.31% 21% F 15% F
Total Return 34.56% 67% D+ 77% C+
Trailing 5 Years  
Capital Gain 96.18% 85% B 84% B
Dividend Return 8.44% 24% F 23% F
Total Return 104.62% 83% B 84% B
Average Annual (5 Year Horizon)  
Capital Gain 13.30% 57% F 73% C
Dividend Return 14.37% 56% F 71% C-
Total Return 1.07% 22% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 21.61% 25% F 51% F
Risk Adjusted Return 66.50% 35% F 81% 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.