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

ETF | Large Blend |

Last Closing

USD 104.8

Change

+0.60 (+0.58)%

Market Cap

N/A

Volume

0.10M

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: 2025-03-17 )

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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SPTM SPDR® Portfolio S&P 1500 Comp..

+0.56 (+0.82%)

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

+0.73 (+1.00%)

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

+0.62 (+1.10%)

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DIVO Amplify CWP Enhanced Dividend ..

+0.28 (+0.70%)

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SCHK Schwab 1000 ETF

+0.22 (+0.81%)

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 -4.94% 10% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.94% 10% F 27% F
Trailing 12 Months  
Capital Gain 5.68% 22% F 60% D-
Dividend Return 1.14% 72% C 21% F
Total Return 6.82% 21% F 53% F
Trailing 5 Years  
Capital Gain 131.60% 51% F 69% C-
Dividend Return 11.05% 31% F 21% F
Total Return 142.65% 44% F 65% D
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.