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

ETF | Large Blend |

Last Closing

USD 109.44

Change

-0.87 (-0.79)%

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: 2025-02-25 )

Largest Industry Peers for Large Blend

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

-1.46 (-0.50%)

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

-0.35 (-0.50%)

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

-0.12 (-0.51%)

USD 53.32B
DYNF BlackRock US Equity Factor Rot..

-0.25 (-0.48%)

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

-0.39 (-0.33%)

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

-0.35 (-0.48%)

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

+0.71 (+0.97%)

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

-0.03 (-0.05%)

USD 5.86B
SCHK Schwab 1000 ETF

-0.14 (-0.49%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

+0.04 (+0.10%)

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 -0.73% 7% C- 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.73% 7% C- 29% F
Trailing 12 Months  
Capital Gain 12.79% 29% F 70% C-
Dividend Return 1.17% 68% D+ 20% F
Total Return 13.96% 29% F 66% D+
Trailing 5 Years  
Capital Gain 94.96% 61% D- 82% B
Dividend Return 8.91% 38% F 23% F
Total Return 103.87% 53% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.60% 53% F 72% C
Dividend Return 14.69% 53% F 70% C-
Total Return 1.10% 22% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 21.90% 26% F 50% F
Risk Adjusted Return 67.09% 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.