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

ETF | Large Blend |

Last Closing

USD 101.98

Change

-1.22 (-1.18)%

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: 2025-03-13 )

Largest Industry Peers for Large Blend

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

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SPLG SPDR® Portfolio S&P 500 ETF

-0.87 (-1.32%)

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SCHX Schwab U.S. Large-Cap ETF

-0.32 (-1.45%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

-0.67 (-1.37%)

USD 14.94B
GSLC Goldman Sachs ActiveBeta® U.S..

-1.61 (-1.47%)

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

-0.94 (-1.38%)

USD 9.53B
SPLV Invesco S&P 500® Low Volatili..

-0.02 (-0.03%)

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

-0.79 (-1.41%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

-0.43 (-1.07%)

USD 4.00B
SCHK Schwab 1000 ETF

-0.38 (-1.41%)

USD 3.90B

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 -7.50% 12% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.50% 12% F 28% F
Trailing 12 Months  
Capital Gain 2.80% 24% F 58% F
Dividend Return 1.14% 68% D+ 21% F
Total Return 3.94% 25% F 46% F
Trailing 5 Years  
Capital Gain 99.69% 57% F 75% C
Dividend Return 9.79% 34% F 21% F
Total Return 109.48% 50% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 13.40% 53% F 72% C
Dividend Return 14.50% 51% F 70% C-
Total Return 1.10% 22% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 21.83% 26% F 50% F
Risk Adjusted Return 66.41% 36% F 77% 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.