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

ETF | Large Blend |

Last Closing

USD 111.13

Change

-0.70 (-0.63)%

Market Cap

N/A

Volume

0.27M

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: 2025-06-05 )

Largest Industry Peers for Large Blend

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

-1.62 (-0.55%)

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

-0.33 (-0.47%)

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

-0.11 (-0.47%)

USD 53.78B
DYNF BlackRock US Equity Factor Rot..

-0.29 (-0.55%)

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

-0.37 (-0.32%)

USD 12.98B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.34 (-0.47%)

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

-0.26 (-0.36%)

USD 7.93B
JQUA JPMorgan U.S. Quality Factor E..

-0.14 (-0.24%)

USD 6.13B
DIVO Amplify CWP Enhanced Dividend ..

-0.07 (-0.17%)

USD 4.33B
SCHK Schwab 1000 ETF

-0.14 (-0.49%)

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 0.80% 33% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.80% 33% F 53% F
Trailing 12 Months  
Capital Gain 8.45% 31% F 69% C-
Dividend Return 0.86% 72% C 18% F
Total Return 9.32% 35% F 65% D
Trailing 5 Years  
Capital Gain 83.52% 69% C- 78% C+
Dividend Return 7.83% 29% F 19% F
Total Return 91.35% 65% D 75% C
Average Annual (5 Year Horizon)  
Capital Gain 10.71% 54% F 73% C
Dividend Return 11.77% 52% F 71% C-
Total Return 1.06% 27% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 19.64% 23% F 49% F
Risk Adjusted Return 59.92% 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.