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

ETF | Large Blend |

Last Closing

USD 107.34

Change

+1.40 (+1.32)%

Market Cap

N/A

Volume

0.12M

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: 2025-03-05 )

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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..

+0.25 (+0.34%)

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JQUA JPMorgan U.S. Quality Factor E..

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SCHK Schwab 1000 ETF

+0.32 (+1.15%)

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DIVO Amplify CWP Enhanced Dividend ..

+0.50 (+1.22%)

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 -2.64% 10% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.64% 10% F 29% F
Trailing 12 Months  
Capital Gain 9.41% 28% F 67% D+
Dividend Return 1.15% 69% C- 20% F
Total Return 10.56% 26% F 61% D-
Trailing 5 Years  
Capital Gain 91.54% 60% D- 80% B-
Dividend Return 8.92% 35% F 22% F
Total Return 100.47% 50% F 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.51% 53% F 72% C
Dividend Return 14.61% 53% F 70% C-
Total Return 1.10% 22% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 21.87% 26% F 50% F
Risk Adjusted Return 66.80% 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.