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

ETF | Large Blend |

Last Closing

USD 104.26

Change

+0.49 (+0.47)%

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: 2025-05-07 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
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DYNF BlackRock US Equity Factor Rot..

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GSLC Goldman Sachs ActiveBeta® U.S..

+0.55 (+0.50%)

USD 11.80B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.26 (+0.38%)

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

+0.41 (+0.57%)

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

+0.38 (+0.67%)

USD 5.39B
DIVO Amplify CWP Enhanced Dividend ..

+0.06 (+0.15%)

USD 3.97B
SCHK Schwab 1000 ETF

+0.09 (+0.33%)

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 -5.43% 21% F 35% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.43% 21% F 34% F
Trailing 12 Months  
Capital Gain 5.79% 31% F 66% D+
Dividend Return 0.90% 72% C 18% F
Total Return 6.69% 32% F 61% D-
Trailing 5 Years  
Capital Gain 87.01% 52% F 73% C
Dividend Return 8.51% 26% F 19% F
Total Return 95.52% 49% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.37% 54% F 73% C
Dividend Return 12.44% 52% F 70% C-
Total Return 1.07% 24% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 20.14% 23% F 50% F
Risk Adjusted Return 61.77% 32% 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.