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

ETF | Large Blend |

Last Closing

USD 93.58

Change

-5.53 (-5.58)%

Market Cap

N/A

Volume

0.29M

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: 2025-04-04 )

Largest Industry Peers for Large Blend

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

-15.49 (-5.87%)

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

-3.79 (-5.99%)

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

-1.26 (-5.94%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

-2.79 (-5.96%)

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

-6.24 (-5.89%)

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

-3.83 (-5.86%)

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

-4.14 (-5.58%)

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

-3.09 (-5.65%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

-2.00 (-5.04%)

USD 4.00B
SCHK Schwab 1000 ETF

-1.51 (-5.84%)

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 -15.12% 14% F 27% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -15.12% 14% F 27% F
Trailing 12 Months  
Capital Gain -5.70% 22% F 45% F
Dividend Return 0.89% 71% C- 18% F
Total Return -4.81% 26% F 39% F
Trailing 5 Years  
Capital Gain 99.21% 47% F 71% C-
Dividend Return 10.09% 27% F 19% F
Total Return 109.31% 44% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 12.59% 53% F 72% C
Dividend Return 13.68% 53% F 70% C-
Total Return 1.09% 24% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 21.05% 25% F 50% F
Risk Adjusted Return 64.99% 35% 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.