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

ETF | Large Blend |

Last Closing

USD 111.83

Change

+0.41 (+0.37)%

Market Cap

N/A

Volume

0.15M

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: 2025-02-05 )

Largest Industry Peers for Large Blend

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DYNF BlackRock US Equity Factor Rot..

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GSLC Goldman Sachs ActiveBeta® U.S..

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SPTM SPDR® Portfolio S&P 1500 Comp..

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SPLV Invesco S&P 500® Low Volatili..

+0.65 (+0.91%)

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

+0.43 (+0.72%)

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SCHK Schwab 1000 ETF

+0.13 (+0.45%)

USD 3.97B
DIVO Amplify CWP Enhanced Dividend ..

+0.19 (+0.45%)

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 1.43% 4% F 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.43% 4% F 40% F
Trailing 12 Months  
Capital Gain 17.32% 35% F 70% C-
Dividend Return 1.19% 66% D+ 19% F
Total Return 18.51% 36% F 68% D+
Trailing 5 Years  
Capital Gain 78.87% 58% F 81% B-
Dividend Return 8.00% 37% F 23% F
Total Return 86.87% 50% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.63% 53% F 72% C
Dividend Return 14.72% 54% F 70% C-
Total Return 1.09% 22% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 21.91% 26% F 50% F
Risk Adjusted Return 67.20% 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.