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

ETF | Large Blend |

Last Closing

USD 111.7

Change

+0.65 (+0.59)%

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: 2025-02-10 )

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

+0.42 (+0.57%)

USD 10.01B
SPLV Invesco S&P 500® Low Volatili..

+0.32 (+0.45%)

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

+0.39 (+0.65%)

USD 5.86B
SCHK Schwab 1000 ETF

+0.19 (+0.65%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

+0.02 (+0.05%)

USD 4.07B

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 1.32% 4% F 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.32% 4% F 40% F
Trailing 12 Months  
Capital Gain 16.16% 36% F 71% C-
Dividend Return 1.18% 66% D+ 19% F
Total Return 17.34% 35% F 69% C-
Trailing 5 Years  
Capital Gain 75.75% 60% D- 81% B-
Dividend Return 7.87% 35% F 23% F
Total Return 83.62% 50% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.62% 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 67.18% 36% F 78% C+
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.