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

ETF | Large Blend |

Last Closing

USD 101.1

Change

-0.06 (-0.06)%

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: 2025-04-28 )

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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..

+0.02 (+0.03%)

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

+0.26 (+0.36%)

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

+0.11 (+0.20%)

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DIVO Amplify CWP Enhanced Dividend ..

+0.05 (+0.13%)

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SCHK Schwab 1000 ETF

+0.03 (+0.11%)

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 -8.30% 12% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.30% 12% F 28% F
Trailing 12 Months  
Capital Gain 3.29% 21% F 59% D-
Dividend Return 0.91% 72% C 18% F
Total Return 4.19% 22% F 48% F
Trailing 5 Years  
Capital Gain 81.79% 49% F 73% C
Dividend Return 8.53% 27% F 19% F
Total Return 90.31% 44% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.57% 53% F 73% C
Dividend Return 12.65% 51% F 70% C-
Total Return 1.08% 24% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 20.30% 24% F 50% F
Risk Adjusted Return 62.32% 35% F 75% 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.