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

ETF | Large Blend |

Last Closing

USD 109.76

Change

+0.19 (+0.17)%

Market Cap

N/A

Volume

0.08M

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: 2025-05-22 )

Largest Industry Peers for Large Blend

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

-0.05 (-0.02%)

USD 473.09B
SPLG SPDR® Portfolio S&P 500 ETF

N/A

USD 68.24B
SCHX Schwab U.S. Large-Cap ETF

-0.01 (-0.04%)

USD 53.78B
DYNF BlackRock US Equity Factor Rot..

-0.01 (-0.02%)

USD 17.32B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.01 (-0.01%)

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

+0.01 (+0.01%)

USD 10.11B
SPLV Invesco S&P 500® Low Volatili..

-0.38 (-0.52%)

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

-0.06 (-0.10%)

USD 6.13B
DIVO Amplify CWP Enhanced Dividend ..

-0.04 (-0.10%)

USD 4.33B
SCHK Schwab 1000 ETF

+0.01 (+0.04%)

USD 4.15B

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 -0.44% 60% D- 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.44% 57% F 51% F
Trailing 12 Months  
Capital Gain 8.77% 45% F 70% C-
Dividend Return 0.88% 71% C- 18% F
Total Return 9.65% 48% F 66% D+
Trailing 5 Years  
Capital Gain 94.61% 66% D+ 75% C
Dividend Return 8.41% 26% F 18% F
Total Return 103.02% 61% D- 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.00% 54% F 73% C
Dividend Return 12.07% 52% F 70% C-
Total Return 1.07% 24% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 19.86% 23% F 50% F
Risk Adjusted Return 60.79% 31% F 74% 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.