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

ETF | Large Blend |

Last Closing

USD 109.32

Change

+0.18 (+0.16)%

Market Cap

N/A

Volume

0.17M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-13 )

Largest Industry Peers for Large Blend

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

+0.47 (+0.16%)

USD 454.13B
SPLG SPDR® Portfolio S&P 500 ETF

+0.11 (+0.16%)

USD 53.49B
SCHX Schwab U.S. Large-Cap ETF

+0.03 (+0.13%)

USD 51.13B
DYNF BlackRock US Equity Factor Rot..

+0.05 (+0.10%)

USD 13.65B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.23 (+0.20%)

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

+0.11 (+0.16%)

USD 9.65B
SPLV Invesco S&P 500® Low Volatili..

+0.48 (+0.70%)

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

+0.11 (+0.19%)

USD 5.20B
SCHK Schwab 1000 ETF

+0.05 (+0.18%)

USD 3.97B
DIVO Amplify CWP Enhanced Dividend ..

+0.32 (+0.80%)

USD 3.77B

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 -0.84% 26% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.84% 26% F 47% F
Trailing 12 Months  
Capital Gain 19.63% 50% F 78% C+
Dividend Return 1.24% 68% D+ 19% F
Total Return 20.87% 51% F 77% C+
Trailing 5 Years  
Capital Gain 77.73% 81% B- 84% B
Dividend Return 8.13% 37% F 24% F
Total Return 85.86% 65% D 83% B
Average Annual (5 Year Horizon)  
Capital Gain 13.58% 53% F 72% C
Dividend Return 14.67% 56% F 70% C-
Total Return 1.09% 22% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 21.89% 26% F 50% F
Risk Adjusted Return 66.99% 36% F 79% 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.