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

ETF | Large Blend |

Last Closing

USD 113.45

Change

+1.21 (+1.08)%

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: 2024-12-24 )

Largest Industry Peers for Large Blend

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

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SPLG SPDR® Portfolio S&P 500 ETF

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SCHX Schwab U.S. Large-Cap ETF

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DYNF BlackRock US Equity Factor Rot..

+0.55 (+1.06%)

USD 14.33B
GSLC Goldman Sachs ActiveBeta® U.S..

+1.10 (+0.94%)

USD 13.32B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.77 (+1.06%)

USD 9.84B
SPLV Invesco S&P 500® Low Volatili..

+0.54 (+0.77%)

USD 7.27B
JQUA JPMorgan U.S. Quality Factor E..

+0.21 (+0.36%)

USD 5.38B
SCHK Schwab 1000 ETF

+0.31 (+1.08%)

USD 4.10B
SUSA iShares MSCI USA ESG Select

+1.11 (+0.90%)

USD 3.87B

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 24.60% 54% F 81% B-
Dividend Return 1.24% 69% C- 20% F
Total Return 25.85% 54% F 80% B-
Trailing 12 Months  
Capital Gain 24.52% 53% F 82% B
Dividend Return 1.24% 63% D 20% F
Total Return 25.76% 54% F 81% B-
Trailing 5 Years  
Capital Gain 87.99% 83% B 85% B
Dividend Return 8.29% 35% F 24% F
Total Return 96.27% 72% C 84% B
Average Annual (5 Year Horizon)  
Capital Gain 13.50% 53% F 72% C
Dividend Return 14.59% 56% F 70% C-
Total Return 1.09% 22% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 21.87% 26% F 50% F
Risk Adjusted Return 66.71% 35% 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.