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

ETF | Large Blend |

Last Closing

USD 115.66

Change

+0.52 (+0.45)%

Market Cap

N/A

Volume

0.16M

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: 2025-01-23 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
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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..

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GSLC Goldman Sachs ActiveBeta® U.S..

+0.57 (+0.48%)

USD 13.10B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.39 (+0.53%)

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

-0.03 (-0.04%)

USD 7.14B
JQUA JPMorgan U.S. Quality Factor E..

+0.29 (+0.49%)

USD 5.20B
SCHK Schwab 1000 ETF

+0.16 (+0.54%)

USD 3.97B
DIVO Amplify CWP Enhanced Dividend ..

+0.37 (+0.89%)

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 4.91% 89% A- 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.91% 89% A- 73% C
Trailing 12 Months  
Capital Gain 23.21% 53% F 77% C+
Dividend Return 1.21% 68% D+ 19% F
Total Return 24.42% 54% F 76% C+
Trailing 5 Years  
Capital Gain 87.29% 85% B 84% B
Dividend Return 8.10% 37% F 24% F
Total Return 95.39% 78% C+ 83% B
Average Annual (5 Year Horizon)  
Capital Gain 13.60% 53% F 72% C
Dividend Return 14.69% 54% F 70% C-
Total Return 1.09% 22% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 21.90% 26% F 50% F
Risk Adjusted Return 67.08% 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.