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

ETF | Large Blend |

Last Closing

USD 104.04

Change

-0.27 (-0.26)%

Market Cap

N/A

Volume

0.13M

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: 2025-03-20 )

Largest Industry Peers for Large Blend

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

-0.67 (-0.24%)

USD 453.93B
SPLG SPDR® Portfolio S&P 500 ETF

-0.14 (-0.21%)

USD 56.87B
SCHX Schwab U.S. Large-Cap ETF

-0.05 (-0.22%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

-0.09 (-0.18%)

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

-0.29 (-0.26%)

USD 12.23B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.13 (-0.19%)

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

-0.14 (-0.19%)

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

-0.24 (-0.42%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

-0.02 (-0.05%)

USD 4.00B
SCHK Schwab 1000 ETF

-0.08 (-0.29%)

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 -5.63% 10% F 26% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.63% 10% F 25% F
Trailing 12 Months  
Capital Gain 3.21% 21% F 57% F
Dividend Return 0.88% 65% D 17% F
Total Return 4.09% 21% F 46% F
Trailing 5 Years  
Capital Gain 138.60% 51% F 72% C
Dividend Return 11.47% 30% F 21% F
Total Return 150.07% 47% F 69% 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.