iShares MSCI KLD 400 Social ETF (DSI)

79.20 +0.54 (+0.69%) USD  |  Apr 09, 20:00

DSI Performance

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Performance Versus Category

 
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10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 09, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
iShares MSCI KLD 400 Social ETF
1.46%
12.28%
35.43%
12.29%
0.31%
10.53%
20.89%
-3.88%
31.15%
20.94%
11.04%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
10.39%
SPDR® S&P 500 ETF Trust
1.89%
15.99%
32.31%
13.46%
1.25%
12.00%
21.70%
-4.56%
31.22%
18.37%
10.42%
First Trust Capital Strength ETF
-2.82%
16.01%
37.60%
15.86%
1.36%
8.40%
26.57%
-4.21%
26.71%
13.03%
7.72%
First Trust Large Cap Core AlphaDEX® ETF
-0.43%
14.49%
35.97%
12.24%
-3.97%
14.27%
21.41%
-9.88%
26.92%
14.24%
12.42%
iShares Russell 1000 ETF
1.23%
16.50%
32.78%
13.08%
0.79%
12.03%
21.53%
-4.88%
31.06%
20.77%
10.14%
As of April 09, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
iShares MSCI KLD 400 Social ETF
6.75%
8.71%
20.30%
52.48%
19.84%
17.38%
14.25%
--
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9.89%
S&P 500 Total Return
6.68%
8.35%
19.67%
50.50%
18.70%
17.33%
14.33%
10.30%
8.79%
10.46%
SPDR® S&P 500 ETF Trust
6.63%
8.28%
19.53%
50.30%
18.57%
17.22%
14.21%
10.20%
8.67%
10.30%
First Trust Capital Strength ETF
7.34%
6.76%
11.80%
34.76%
14.59%
14.41%
12.98%
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10.73%
First Trust Large Cap Core AlphaDEX® ETF
5.69%
8.61%
24.76%
59.44%
14.19%
14.99%
12.20%
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8.86%
iShares Russell 1000 ETF
6.39%
7.81%
20.54%
54.32%
19.09%
17.55%
14.25%
10.32%
9.00%
7.32%
As of April 09, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of March 31, 2021