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

ETF | Large Blend |

Last Closing

USD 111.65

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.12M

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: 2024-11-16 )

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 22.62% 57% F 79% B-
Dividend Return 0.89% 23% F 14% F
Total Return 23.51% 54% F 77% C+
Trailing 12 Months  
Capital Gain 30.20% 67% D+ 78% C+
Dividend Return 1.31% 21% F 15% F
Total Return 31.51% 60% D- 76% C+
Trailing 5 Years  
Capital Gain 91.89% 86% B+ 84% B
Dividend Return 8.43% 24% F 23% F
Total Return 100.32% 81% B- 83% B
Average Annual (5 Year Horizon)  
Capital Gain 13.24% 53% F 72% C
Dividend Return 14.31% 56% F 70% C-
Total Return 1.07% 22% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 21.73% 25% F 51% F
Risk Adjusted Return 65.86% 33% F 80% 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.