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

ETF | Large Blend |

Last Closing

USD 98.09

Change

+1.56 (+1.62)%

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: 2025-04-23 )

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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..

+1.01 (+1.58%)

USD 9.06B
SPLV Invesco S&P 500® Low Volatili..

-0.23 (-0.32%)

USD 7.56B
JQUA JPMorgan U.S. Quality Factor E..

+0.69 (+1.29%)

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DIVO Amplify CWP Enhanced Dividend ..

+0.36 (+0.93%)

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SCHK Schwab 1000 ETF

+0.44 (+1.73%)

USD 3.74B

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 -11.03% 11% F 27% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.03% 11% F 26% F
Trailing 12 Months  
Capital Gain 1.61% 21% F 56% F
Dividend Return 0.92% 71% C- 18% F
Total Return 2.52% 24% F 45% F
Trailing 5 Years  
Capital Gain 83.76% 44% F 70% C-
Dividend Return 8.88% 25% F 19% F
Total Return 92.64% 42% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.81% 51% F 73% C
Dividend Return 12.89% 53% F 70% C-
Total Return 1.08% 24% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 20.47% 24% F 50% F
Risk Adjusted Return 62.95% 35% F 76% 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.