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

ETF | Large Blend |

Last Closing

USD 110.9

Change

-2.19 (-1.94)%

Market Cap

N/A

Volume

0.11M

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: 2025-02-21 )

Largest Industry Peers for Large Blend

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

-5.57 (-1.85%)

USD 474.06B
SPLG SPDR® Portfolio S&P 500 ETF

-1.21 (-1.69%)

USD 58.63B
SCHX Schwab U.S. Large-Cap ETF

-0.43 (-1.78%)

USD 53.32B
DYNF BlackRock US Equity Factor Rot..

-0.82 (-1.54%)

USD 15.09B
GSLC Goldman Sachs ActiveBeta® U.S..

-1.97 (-1.64%)

USD 13.57B
SPTM SPDR® Portfolio S&P 1500 Comp..

-1.29 (-1.74%)

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

+0.18 (+0.25%)

USD 7.46B
JQUA JPMorgan U.S. Quality Factor E..

-0.96 (-1.59%)

USD 5.86B
SCHK Schwab 1000 ETF

-0.55 (-1.87%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

-0.59 (-1.40%)

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 0.59% 8% B- 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.59% 8% B- 37% F
Trailing 12 Months  
Capital Gain 13.92% 38% F 71% C-
Dividend Return 1.16% 66% D+ 20% F
Total Return 15.08% 40% F 68% D+
Trailing 5 Years  
Capital Gain 75.91% 58% F 82% B
Dividend Return 7.93% 35% F 23% F
Total Return 83.84% 54% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.61% 53% F 72% C
Dividend Return 14.71% 53% 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 67.14% 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.